Welcome To WBOM
Dedicated to providing service to each member’s business through networking, referrals, and promotion; and to providing professional development to the individual member through education, information, sharing and support.
September Luncheon
Please join us at Bonefish Grill on Tuesday, September 12, 2017 at 11:30 AM!
Strong Women: Taking Control Of Your Future
Join us for a thought provoking discussion regarding different financial and legal strategies for your future. Have you thought much about your financial future? What are your short-term and long term goals? As women, we need to balance our goals and our family needs while planning for our future. With so many balls in the air, learn how you can take an active role in goal setting and establishing the steps you’ll need to take to achieve those goals.
Our panel – consisting of an accountant, attorney, and financial advisor – will offer some insight and tips on how to get started down this sometimes, uncertain path.
Jennifer VanderVeen
As an Elder Law attorney for Tuesley Hall Konopa, Jennifer counsels clients in the areas of special needs trusts, guardianships, veteran’s benefits, Medicaid benefits, and probate. In addition to her elder law services, Jennifer provides estate planning and estate administration services that include,
drafting wills and trusts, counseling families with special needs individuals, advising clients on benefits and taxation, and powers of attorney. Jennifer’s significant experience as an attorney also includes extensive work in the area of business law, counseling business owners and individuals.
Bill Davis
Hilltop Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, Inc
Bill joined American Express Financial Advisors in 1996. He started his own advisory firm in 2006 and maintained a sole-practitioner practice in Bremen and Mishawaka for five years. In the Summer of 2011, Bill integrated his practice into Hilltop Wealth Solutions.
Bill’s goal is to continue as the primary financial advisor for clients and their referrals while addressing their specific planning needs.Depending on their particular situation, Bill offers sophisticated financial solutions that can help provide for future generations, give to causes you care about, and preserve your wealth so that you can maintain your lifestyle throughout retirement.
He has extensive experience working with small business owners on financial planning strategies that uniquely address their challenges.
Mary Stines
Mary i
s a Senior Tax Manager in the Federal Tax Services group. Mary has almost 30 years of public accounting experience with the firm. Additionally, Mary has previous experience with RSM McGladrey, as well as a small health care boutique consulting firm. Mary’s passion is to service the accounting, tax and consulting needs of small to midmarket closely held businesses in the areas of healthcare and manufacturing and distribution. Mary has knowledge in federal and multi – state taxation for Subchapter C and S corporations, partnerships, limited liability companies and high net worth individuals. In addition to tax compliance, she regularly provides accounting, tax and consulting in the areas of Bookkeeping and Accounting, including the use of QuickBooks, Segregation of Duties, Business Planning, Entity Restructuring, Succession Planning, Personal and Business Year End Planning and Gift and Estate Consulting.
August Special Events
Business After Hours
Please join us for an evening of networking with your fellow WBOM members and guests on Tuesday, August 15 from 5:00-7:00 p.m. at Tapastrie. Cost is $15 and the address is 103 West Colfax in Downtown South Bend.
We will enjoy a variety of Mediterranean appetizers to suit all tastes and there will be a cash bar.
We encourage you to invite guests. Both men and women are welcome. The person who brings the most guests will enjoy lunch on us at the September meeting.
YWCA Golf Tournament for Women
The YWCA’s Run, Jane Run Golf Tournament is Monday, August 21 at Knollwood Country Club.
Registration and Lunch: 11:30 a.m.
Shotgun starts at 1:00 p.m.
Awards banquet starts at 6:00 p.m.
Cost: $90 per golfer, $360 foursome
Fee includes lunch, golf, dinner, and prizes
Register as individuals or teams **Please list WBOM as the “Company Name”**
Please note more information on registration is below under “Playing”
WBOM can use your help, both as volunteering and playing.
Volunteering:
Help is needed at the registration table. Volunteers would be selling raffle tickets and checking people in from 11:00 a.m to 1:00 p.m. They also need some hole watchers. Golfers have a chance to win a Lexus if they get a hole in one, so they need watchers/witnesses on those holes. The times would be 1:00 to 3:30 p.m. or 3:30 to 6:00 p.m. They typically put two people together as watchers/witnesses. If you’re interested, contact Nancy Owsianowski at nancy@roundtableconsulting.net
Playing:
Registration and Lunch: 11:30 a.m.
Shotgun starts at 1:00 p.m.
Awards banquet starts at 6:00 p.m.
Cost: $90 per golfer, $360 foursome
Fee includes lunch, golf, dinner, and prizes
If you’re interested, contact Nancy Owsianowski at nancy@roundtableconsulting.net for a registration form.
Register as individuals or teams **Please list WBOM as the “Company Name”**
Women Business Owners of Michiana is:
A non-profit organization providing a business environment for the meeting of all women in business.
Dedicated to encouraging entrepreneurism, business ownership and management by women.
A voice for women who own or operate businesses.
Women Business Owners of Michiana strives to:
Foster education, technical assistance, and learning opportunities oriented toward the needs of women business owners and professionals.
Increase the general visibility of women business owners and leaders.
Encourage referrals of potential customers to women-owned businesses and WBOM members’ businesses/organizations in the community.
Support organizations that serve under-resourced women in our community.
