WISE (Women Investing In Security And Education)

Podcast | Medicare: What you need to know

Whether you are participating in Medicare now, have Medicare enrollment in your future, or have a loved one participating, don’t miss...

The mission of WISE® is to educate women and girls in investing and personal finance to expand their options and inspire them to reach their full potential.

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Be inspired to financially thrive in work and in life

A Must Attend for Anyone Seeking Career Advice and Investment Insights 2023 investment outlook for equity and bonds from top investors...

Podcast | How to Choose a Financial Advisor with Carleton English

In this episode of the WISE podcast, we're talking to Carleton English, a financial journalist at Barron's, about how to choose a...

Podcast | Xandra Laskowski, Angel Investing and Venture Capital

In this episode, we interview Xandra Laskowski, the founder of OSEA Angel Investors, a woman-focused angel investment group based in...

Webinar | Give Me a Little Credit

Are you curious about how credit works and how it can impact your financial future? Watch “Give Me a Little Credit.” We'll teach you how...

MARY BETH FRANKLIN WHY RETIREMENT PLANNING IS A MUST FOR ALL AGES!!

WATCH THE EVENT RETIREMENT APPROACHING? What you don’t know can cost you thousands! Whether you’re already in retirement, looking to...

Podcast | Get Inspired and Make a Difference: A Conversation with Philanthropist Gena Reed

Gena Reed’s philanthropic journey began in high school, where she led a team supporting a young African girl, Emma, needing financial aid...

Podcast | What does it take to Tear Down that Pink Wall?

Hear the backstory on the Barron’s 100 Most Influential Women’s List 2023 Reshma Kapadia is one of the most admired and influential...

Webinar | Wealth Building Tips for Women

Podcast: Wealth Building Tips for Women Featuring Kimberlee Davis, J.D., CDFA® Building wealth might sound like an overwhelming goal —...

Podcast | Julie Hill On Leadership – Just say YES!

Julie Hill is one of the highest profile and respected member of the Orange County business community and well known as a business...

Podcast | Jenny Gou & Angela Dailey

Jenny Guo was interviewed by Angela Dailey and discussed the strategies for passive investing in real estate for income and capital...

Podcast | Mercedes Shaffer & Trae Lewis

Mercedes Shaffer is interviewed by Trae Lewis and shares her tips, pros and cons of buying a home in this current high interest rate...

WEBINAR: Investment and Career Perspectives From Powerful Women in Finance

Podcast: Join us and learn from some of the nation’s best and brightest investors, whose firms collectively manage over $500 Billion in...

Podcast | Asset allocation and career inspiration with Laura Tarbox, CFP®

Stephanie King, WISE® Board Member, interviews Laura Tarbox, CFP® about the importance of asset allocation. In this interview you will...

Webinar | Divorce Planning: Before, During, and After

PODCAST Recent statistics show there is one divorce in America every 36 seconds. That equates to 86 divorces per hour, 2,400 divorces...

Podcast | Why does Money interfere with Love?

Sounds intriguing? The recent podcast with WISE founder, Victoria Collins, is more so! Consuelo Mack, celebrity journalist, interviews...

Podcast | Medicare: What you need to know

Whether you are participating in Medicare now, have Medicare enrollment in your future, or have a loved one participating, don’t miss...

Webinar: JUMPING INTO THE DEEP END!

Listen to the Podcast: If you’ve always wanted to invest but have never been sure how to wade into those waters, this is the WISE...

Podcast | Choosing the right executor for your estate

Stephanie King, WISE® Board Member, interviews Kinnery Patel, an attorney with over 20 years of experience advising legal clients on...

Podcast | Linda DiMario, Octane Foundation says: "Don’t Let Your Age Define you"

If you are interested in learning about resources for women entrepreneurs or securing corporate and non-profit board positions, here's...

Podcast | Win-Win Charitable Giving with Donor-advised Funds & Required Minimum Distributions

Nella Webster O’Grady, CFP® at Ocean Heights Advisors and Advisory Board Member for WISE was interviewed by Stephanie King, CFA®, WISE...

Webinar: Influential Women in Finance | 2022 Market Insights and Career Advice | May 19

Podcast Listen to the podcast on WealthTrack Part 1 and Part 2 Speakers Karen Choi - Fixed Income Portfolio Manager, Capital Group Sarah...

Podcast | Credit Unions: Lindsey Knodel, NuVision Federal Credit Union

Stephanie King, CFA, WISE board member, interviewed Lindsey Knodel, Senior Relationship Development Specialist at NuVision Federal Credit...

Webinar: Investing from the Inside Out

Listen to the Podcast: Did you know that women hold more financial power than ever? By 2030, women could control $30 trillion in...

Successful Retirement Strategies from Christine Benz, Dir. of Finance, Morningstar

Dear WISE Members and Friends: Interested in successful retirement strategies from Morningstar’s Director of Finance? Christine Benz...

Webinar: When it comes to planning for drastic life changes "Later is too Late"

Listen to the audio-only version here: “How prepared is prepared ENOUGH? We all know we should be prepared for the future— particularly...

Podcast | To Lease or To Buy? That is the Question: Tina Schackman, CFA, Benefit Financial Services

Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO, interviewed Tina Schackman, CFA, Principal, Benefit Financial...

Webinar: Investment and Career Perspectives From Powerful Women in Finance

Listen to the podcast WISE and WealthTrack teamed up on October 26th, 2021 to bring you at two part series. FROM EDUCATION TO JOB...

Podcast | Curious about our WISE history?

Listen to the podcast where Victoria Collins. WISE co-founder speaks to Angela Dailey, WISE Executive Director, about the founding of...

Webinar | 5 Things You Must Know About Estate Planning at Any Age

LISTEN TO THE PODCAST SPEAKER Tamsen R. Reinheimer, Esq, Mortensen & Reinheimer, PC, Certified Specialist in Estate Planning, Trust &...

Podcast | From Ballet to Bonds: Erinn King, CFA, MD, Payden & Rygel

Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO interviewed Erinn King, CFA, Managing Director, Payden & Rygel. They...

Webinar: Influential Women in Finance Investing and leading in a post-pandemic world

Watch the Replay: Or Listen to the Podcast: Read the transcript (click here) Speakers Jane Buchan, PhD, CEO, Martlet Asset Management...

WEBINAR: SUCCESSFUL TAX TIPS FOR TIMES OF TRANSITION

Listen to the Podcast: Even though the 2021 tax filing date is almost here, it’s not too late to save on your tax bill, and to plan...

WEBINAR: OUTLOOK 2021: DIVERSITY IN THE WORLD OF FINANCIAL SERVICES, ASSET ALLOCATION AND ESG TRENDS

Did you miss the last event? Three top women in finance share their views on investing, the economy and what it takes to reach the...

Important Podcasts for Women before the end of 2020

In these unprecedented times, there is more stress on marriages than ever, even in happy marriages. Couples who are already unhappy may...

Three WISE Women Give Advice on Building a Success Career

WISE recently held a symposium on investing and careers, part of our Tearing Down the Pink Wall series, with three pre-eminent Wall...

Webinar: Tearing Down the Pink Wall: Members of Barron's Most Influential Women in Finance 2020

Did you miss the last event? If you missed our event last week, you missed very valuable investing insights from three of the top women...

Podcast: Managing Marriage and Divorce: Understanding the Emotional, Legal and Financial issues

In these unprecedented times, there is more stress on marriages than ever, even in happy marriages. Couples who are already unhappy may...

Cate Luzio: On How Small Businesses Can Survive the Coronavirus Crisis

Cate Luzio, founder of Luminary, a female-focused work space in NYC, explains how she's adapting her business in a world of...

Be inspired to financially thrive in work and in life

Oct 4

Podcast | How to Choose a Financial Advisor with Carleton English

Sep 6

Podcast | Xandra Laskowski, Angel Investing and Venture Capital

Aug 30

Webinar | Give Me a Little Credit

Aug 28

MARY BETH FRANKLIN WHY RETIREMENT PLANNING IS A MUST FOR ALL AGES!!

Jun 22

Podcast | Get Inspired and Make a Difference: A Conversation with Philanthropist Gena Reed

Jun 16

Podcast | What does it take to Tear Down that Pink Wall?

May 11

Webinar | Wealth Building Tips for Women

Apr 27

Podcast | Julie Hill On Leadership – Just say YES!

Apr 14

Podcast | Jenny Gou & Angela Dailey

Apr 14

Podcast | Mercedes Shaffer & Trae Lewis

Apr 14

WEBINAR: Investment and Career Perspectives From Powerful Women in Finance

Feb 27

Podcast | Asset allocation and career inspiration with Laura Tarbox, CFP®

Jan 27

Webinar | Divorce Planning: Before, During, and After

Dec 1, 2022

Podcast | Why does Money interfere with Love?

Nov 29, 2022

Podcast | Medicare: What you need to know

Nov 9, 2022

Webinar: JUMPING INTO THE DEEP END!

Aug 1, 2022

Podcast | Choosing the right executor for your estate

Jul 26, 2022

Podcast | Linda DiMario, Octane Foundation says: "Don’t Let Your Age Define you"

Jul 18, 2022

Podcast | Win-Win Charitable Giving with Donor-advised Funds & Required Minimum Distributions

Jun 20, 2022

Webinar: Influential Women in Finance | 2022 Market Insights and Career Advice | May 19

Apr 11, 2022

Podcast | Credit Unions: Lindsey Knodel, NuVision Federal Credit Union

Mar 13, 2022

Webinar: Investing from the Inside Out

Feb 7, 2022

Successful Retirement Strategies from Christine Benz, Dir. of Finance, Morningstar

Jan 24, 2022

Webinar: When it comes to planning for drastic life changes "Later is too Late"

Nov 3, 2021

Podcast | To Lease or To Buy? That is the Question: Tina Schackman, CFA, Benefit Financial Services

Oct 19, 2021

Webinar: Investment and Career Perspectives From Powerful Women in Finance

Sep 8, 2021

Podcast | Curious about our WISE history?

Jul 28, 2021

Webinar | 5 Things You Must Know About Estate Planning at Any Age

Jun 24, 2021

Podcast | From Ballet to Bonds: Erinn King, CFA, MD, Payden & Rygel

May 24, 2021

Webinar: Influential Women in Finance Investing and leading in a post-pandemic world

Apr 9, 2021

WEBINAR: SUCCESSFUL TAX TIPS FOR TIMES OF TRANSITION

Feb 28, 2021

WEBINAR: OUTLOOK 2021: DIVERSITY IN THE WORLD OF FINANCIAL SERVICES, ASSET ALLOCATION AND ESG TRENDS

Feb 9, 2021

Important Podcasts for Women before the end of 2020

Nov 23, 2020

Three WISE Women Give Advice on Building a Success Career

Nov 4, 2020

Webinar: Tearing Down the Pink Wall: Members of Barron's Most Influential Women in Finance 2020

Jul 29, 2020

Podcast: Managing Marriage and Divorce: Understanding the Emotional, Legal and Financial issues

Jun 11, 2020

Cate Luzio: On How Small Businesses Can Survive the Coronavirus Crisis

May 4, 2020