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...

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.

DONATE

Resources

Annual Report 2022

Dear WISE Members, Sponsors and Friends: 2022 was a remarkable year for WISE and its supporters. This year's annual report will give you...

WISE 25th Anniversary Honoring Victoria Collins

Thank you for joining us to celebrate 25 years of financial education and inspiration, to honor our founder, Victoria Collins and...

WISE® in the News

WISE® (Women Investing in Security and Education) fulfills its mission to produce award-winning webinars and podcasts due to the hard...

Free One-on-One Financial Counseling

The Financial Planning Association of Orange County (FPAOC) has an award winning program to help you get your finances in order. They...

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

These short no nonsense vignettes give best in class suggestions to build financial security. Enjoy!!! We would love to hear from you. ...

2021 WISE Annual Report

WISE | Expanding Opportunity through Financial Literacy

Podcasts

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 | 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

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

Podcast | Curious about our WISE history?

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