Case Study Night – A WIFS LA Favorite

📅 Date: Thursday, January 8th

⏰ Time: 5:00 PM – Networking, Food & Drinks | 5:30 PM – Program Begins

💰 Cost: $25 for members + .63 service fee  | $35 for non-members + .81 service fee

📍 The Columbus Building -BMO Bank 15165 Ventura Blvd, #450, Sherman Oaks, CA 91403

Join us for an engaging evening of real-world strategy and practical takeaways designed to sharpen your skills and spark new ideas.

We’ll kick things off with a case study based on a real client scenario, revisiting home loan strategies from our November meeting and showing how they were coordinated with an annuity solution to create guaranteed income, long-term security, and greater financial stability. You’ll see the decision-making process, key considerations, and how integrating multiple tools can deliver meaningful outcomes for clients.

In the second half of the evening, we’ll shift gears to AI in practice—sharing simple, immediately usable ways to work smarter, save time, and streamline daily business tasks. Expect real examples, practical tips, and a collaborative exchange of ideas.

Whether you’re new to the industry or a seasoned pro, this is a night worth showing up for.

Come for the connections. Stay for the learning. Leave inspired.

RSVP.  Case Study Night – A WIFS LA Favorite | Wifs Los Angeles

Cost: $25 for members + .63 service fee | $35 for non-members + .88 service fee

Next meeting is April 9th.

📅 Date: Thursday, January 8th

⏰ Time: 5:00 PM – Networking, Food & Drinks | 5:30 PM – Program Begins

💰 Cost: $25 for members | $35 for non-members

📍 Location: 15165 Ventura Blvd, #450, Sherman Oaks, CA 91403

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