December 2017 Newsletter Print

Scholarship Fundraiser

A big thank you to the Scholarship and Social Committees for their time, talent and treasure to put on such a great event. And a THANK YOU to all who attended our event.  From all accounts, the teams had a great time, prizes were won and raffles awarded.  The Most Festive and Tackiest Sweater Contests were a fun treat also!  Our team prizes included Candles, Botanica gift cards, and Wine.  Our raffle items included Great Harvest Bread Co basket, Bradley Fair Experience (Cocoa Dolce assorted chocolates and Newport Grill brunch for 4), Day on the Town (Paint the Towne gift certificates, Marriott brunch for 2, Beau Monde gift certificate, and $25 Fidelity Bank Visa gift card). 

Congratulations to all of our team winners and raffle winners! We added a Trip Raffle this year and raised a total of just over $3,900 for the Scholarship fund! 

Thank you to those who provided donations:

Cocoa Dolce, Newport Grill, Paint the Towne, Wichita Marriott, Beau Monde, Fidelity Bank, Jacob Liquor Exchange, Botanica, City Bites, Grant Thornton, LLP, Truffles,  the Board of Directors and our wonderful committees.

Thank you again for being so supportive of AFWA and our Scholarship intentions.

We are looking forward to another event coming this spring. Check out pictures from the event on this link to the Photo Gallery.

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Past President's Dinner

I, Angie Widener (AFWA President 2015-2016), hosted the annual Past President’s Dinner on December 7, 2018 at Georges French Bistro.  The following past Presidents were in attendance:  Jill Bryant, Laura Farney, Kathy Mikols, Denise Denning, Marsha Helmer, Marcia Brungardt, and Donna Hall.  Kris Culliton (Immediate Past Foundation Chair) was also in attendance.   We had some great discussions and it was so great to catch up with everyone. There were several in the group who are newly retired or are nearing retirement.   It was interesting to hear the travels and community service activities they are or will be taking part in.  Kris provided the group an update on current AFWA activities including scholarships granted.  The group donated $600 in funds for the Wichita Chapter AFWA Scholarship Fund.  The food was amazing and we agreed that we should do this more often than once a year.

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Celebrate Success

Our very own, Trisha Grosch, has a great success story to share:

My son Shelby surprised my husband and I a few weeks ago by letting us know that he has written a personal financial guide book and it is available on Amazon.  Written from a 23 year old's perspective, it is an easy read for anyone who wants to gain knowledge and set themselves up for success.  Shelby not only writes about it, but believe me, he follows it and is doing very well for himself!  As a Mom and a member of the AFWA Financial Literacy Team, this is a very proud Mom moment!  Thanks for letting me share.

Young, Dumb and NOT Broke?@ is available in both paperback and Kindle versions at


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Upcoming Vote

The nominating committee is being formed to help select the Board of Directors for year 2018-2019. At the November meeting, requests for nominations were submitted.

Sara Uehling and Maria Green have accepted their nomination to help select the Board of Directors for year 2018-2019 as part of the Nominations committee.

Other nominations will be accepted through January 9, 2018. Additonal nominations can be submitted (with permission from nominee) to

The vote will be called at the January Membership Meeting on Tuesday, January 16, 2018. 

Thank You to both Sara and Maria for accepting this task!



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Contests, Recaps, and Opportunities


“I’d like to welcome Chad Phipps. Chad has a knack for translating complex financial strategies and maneuvers into understandable, common language; helping clients feel more confident about the choices they make. Chad has an extensive background as a small business owner in a variety of fields including construction and retail, but made the move to financial services in the beginning of 2008. His cool, mild-mannered nature fades as he trades the office for the outdoors and spends his family time camping. That is, when not watching or coaching his kids in their respective sports.”


Provided three (3) pieces of valuable information about stocks and annual performance:

  1. The Role of Diversification and Changing Markets – how 12 different types of assets classes have inconsistently performed over the last 20 years

  2. Asset Allocation: Risk vs. Return – the concept of modern portfolio theory that examines the relationship between risk and return, represented on an horizontal and vertical axes          

  3. Dream Plan – a booklet for investors to jot down their dreams/ambitions of current day and future

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Calendar of Events


January 16, 2018 - Internal Controls
February 20, 2018 - Economic Update
May 15, 2018 - Ethics
June 19, 2018 - Soft Skills
Board of Director Meetings are held on the 2nd Tuesday of each month.  All members are welcome.
(Dates subject to change)


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Committee Requests and Reminders

Committee Requests and Reminders

  • We want your feedback! If you have any ideas for upcoming meetings or a specific topic you would like to have covered in a meeting please let us know. If you know of a speaker or group that would be interested in speaking at one of our meetings, you can:
    • call/email any board member
    • email
    • write your suggestions down on meeting evaluation forms 

       We want YOU to get the most out of your membership in AFWA!

  • Do you have some personal news to share? A career change announcement?  We'd like to recognize your success!  Please submit anything you would like to include in the next newsletter to by December 29, 2017.
  • Interested in the Mentor Program?  For more information, please contact Janelle at
  • Volunteers needed to help with Financial Literacy program at Carpenter Place, dates to be determined.  If interested, contact committee chair, Trisha Grosch, at 



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