March 23, 2020
Are you nervous, anxious or fearful about your financial situation and what the coronavirus is doing to the economy and your retirement portfolio? Here is an important message from our WISE founder, Victoria Collins. Victoria has lived through several bear markets, a...
March 17, 2020
The Social Security Administration announced that all local offices will be closed to the public for in-person services starting Tuesday in response to the COVID-19 outbreak.
“This decision protects the population we serve — older Americans and people with underlying me...
March 13, 2020
WISE was fortunate to have completed two hands-on projects this year. In January we were major contributors to the Girl Scout Cookie Kickoff, and in February, we provided our counseling and expertise to the Girls Inc. college bound program.
Now, we find the situation co...
March 12, 2020
Our Pink Wall series highlights the careers of high-profile women combining financial education with inspiration. WISE is proud to post this podcast from the prestigious international investment firm, J O Hambro Capital Management. Three women executives, Alexandra Alt...
September 11, 2019
WHEN: October 15th
TIME: 6:00PM - 7:45PM
COST: WISE and WomanSage Members:
Special $20, Walk-ins: $25 (includes light supper)
WHERE: IRVINE LAKEVIEW SENIOR CENTER
20 LAKE ROAD, IRVINE, CA
Empowerment Workshop
Teri’s mission at The Modest Economist® is to empower women to ma...
July 29, 2019
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Join us for a fascinating discussion on the hottest trends in investing and family legacy.
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Hear expert advice on how you can integrate impact investing into your portfolio for both profit and social meaning.
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How by investing time in your legacy, you can p...
May 14, 2019
Are you more worried about dying, or running out of money before you die? Join us and learn how to protect your financial future and your health!
Financial Planning Strategies and Pitfalls
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Sydney Riccio, a Financial Advisor with Riccio Wealth Management Advisors, add...
March 4, 2019
For the past two years “Pink Wall” has successfully presented panels of women experts to bring education and empowerment to women in all stages of their financial lives.
On May 7 our “Pink Wall” series will continue this dialogue with presentations from women in top lea...
December 31, 2018
CIWM hosts community events on the topics of investments and wealth management.
