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WISE Victoria Collins Legacy Fund Awards $10,000 to Five Scholars at Girls Inc of OC College Shower

WISE Victoria Collins Legacy Fund Awards $10,000 to Five Scholars at Girls Inc of OC College Shower

On April 21 at the Girls Inc of Orange County College Shower, five scholars were awarded $2,000 each, a total of $10,000 from the WISE...

Webinar | Wealth Building Tips for Women

Webinar | Wealth Building Tips for Women

Wealth Building Tips for Women Featuring Kimberlee Davis, J.D., CDFA® Wednesday, May 31, 2023 4:30 – 5:30 p.m. PT Building wealth might...

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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Resources

Annual Report 2022

Annual Report 2022

WISE 25th Anniversary Honoring Victoria Collins

WISE 25th Anniversary Honoring Victoria Collins

WISE® in the News

WISE® in the News

Free One-on-One Financial Counseling

Free One-on-One Financial Counseling

WISE Board and Advisory Board members put together 25 WISE Tips for Building Wealth

WISE Board and Advisory Board members put together 25 WISE Tips for Building Wealth

2021 WISE Annual Report

2021 WISE Annual Report

WISE | Expanding Opportunity through Financial Literacy

WISE | Expanding Opportunity through Financial Literacy

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Podcasts

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

May 11

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

Podcast | Julie Hill On Leadership – Just say YES!

Apr 14

Podcast | Julie Hill On Leadership – Just say YES!

Podcast | Jenny Gou & Angela Dailey

Apr 14

Podcast | Jenny Gou & Angela Dailey

Podcast | Mercedes Shaffer & Trae Lewis

Apr 14

Podcast | Mercedes Shaffer & Trae Lewis

WEBINAR: Investment and Career Perspectives From Powerful Women in Finance

Feb 27

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

Jan 27

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

Webinar | Divorce Planning: Before, During, and After

Dec 1, 2022

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Podcast | Why does Money interfere with Love?

Nov 29, 2022

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Podcast | Medicare: What you need to know

Nov 9, 2022

Podcast | Medicare: What you need to know

Webinar: JUMPING INTO THE DEEP END!

Aug 1, 2022

Webinar: JUMPING INTO THE DEEP END!

Podcast | Choosing the right executor for your estate

Jul 27, 2022

Podcast | Choosing the right executor for your estate

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

Jul 18, 2022

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

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

Jun 20, 2022

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

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

Apr 11, 2022

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

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

Mar 13, 2022

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

Webinar: Investing from the Inside Out

Feb 7, 2022

Webinar: Investing from the Inside Out

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

Jan 24, 2022

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

Nov 3, 2021

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

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

Oct 19, 2021

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Webinar: Investment and Career Perspectives From Powerful Women in Finance

Sep 8, 2021

Webinar: Investment and Career Perspectives From Powerful Women in Finance

Podcast | Curious about our WISE history?

Jul 28, 2021

Podcast | Curious about our WISE history?

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

Jun 24, 2021

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

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

May 24, 2021

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

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

Apr 9, 2021

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

WEBINAR: SUCCESSFUL TAX TIPS FOR TIMES OF TRANSITION

Feb 28, 2021

WEBINAR: SUCCESSFUL TAX TIPS FOR TIMES OF TRANSITION

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

Feb 9, 2021

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

Important Podcasts for Women before the end of 2020

Nov 23, 2020

Important Podcasts for Women before the end of 2020

Three WISE Women Give Advice on Building a Success Career

Nov 4, 2020

Three WISE Women Give Advice on Building a Success Career

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

Jul 29, 2020

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

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

Jun 11, 2020

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

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

May 4, 2020

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

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