Whelan Financial > Blog > Company News > Where’s Whelan 12’18

Where’s Whelan 12’18

Check out where Whelan Financial has been involved within the Fresno community this last quarter!

Central California Women’s Conference (CCWC)
Tuesday, September 25, 2018 | Fresno Convention & Entertainment Center

Congrats to Portia L. White, CFP® on her 3rd educational seminar held for the women of Central California! If you were unable to attend this year’s conference, make sure to check out highlights from her session, “Making Sense of Social Security”.

 

Catholic Charities Turkey Drive
November 20, 2018 | LIVE on KSEE24

Whelan Financial teamed up with Catholic Charities this holiday season to provide turkey dinners to families in need! This year over 1,300 turkeys and $50,000 were donated. Congratulations to Catholic Charities for yet another successful turnout!

Catholic Charities Vin KSEE24
Catholic Charities Turkey Drive

 

WF Visits Orion Headquarters
December 4-6, 2018 | Omaha, Nebraska

We are onboarding a new software, Orion! Team members, Kasandra Silva and Lori Ong, FPQP, attended a two-day training seminar in Omaha, Nebraska. Shout-out to Starbucks for the early morning encouragements!

Orion KAS LO casual
Orion & Notepad Photo Sized
Orion KAS LO business
Orion KAS pannel

 

Candlelight Guild Ball
December 7, 2018 | Copper River Country Club

We put on our dancing shoes and headed to the Candlelight Ball! This fun-filled evening raised proceeds for these deserving local foundations: Salvation Army, Heart of the Horse, Obria Clinic, & Exceptional Parents Unlimited. Thank you, Candlelight Guild, for always hosting such a class act event!

 


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