Free One-on-One Financial CounselingThe Financial Planning Association of Orange County (FPAOC) has an award winning program to help you get your finances in order. They...
Webinar: JUMPING INTO THE DEEP END! | Sept 8thIf you’ve always wanted to invest but have never been sure how to wade into those waters, this is the WISE Empowerment event for you! In...
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 DistributionsNella Webster O’Grady, CFP® at Ocean Heights Advisors and Advisory Board Member for WISE was interviewed by Stephanie King, CFA®, WISE...
WISE Board and Advisory Board members put together 25 WISE Tips for Building WealthThese short no nonsense vignettes give best in class suggestions to build financial security. Enjoy!!! We would love to hear from you. ...
Webinar: Influential Women in Finance | 2022 Market Insights and Career Advice | May 19Podcast 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 UnionStephanie King, CFA, WISE board member, interviewed Lindsey Knodel, Senior Relationship Development Specialist at NuVision Federal Credit...
WISE is named Outstanding Philanthropic Group Honoree for OC’s 2021 National Philanthropy Day (NPD)!WOMEN INVESTING IN SECURITY AND EDUCATION (WISE) is named Outstanding Philanthropic Group Honoree for Orange County’s 2021 National...