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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

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...

Past Events

Feb 27

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...

Nov 1, 2022

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...

Aug 1, 2022

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...

Jul 18, 2022

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...

Apr 11, 2022

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...

Feb 7, 2022

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...

Nov 3, 2021

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...

Sep 8, 2021

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...

Jun 24, 2021

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 &...

Apr 9, 2021

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...

Feb 28, 2021

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...

Feb 9, 2021

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...

Feb 8, 2021

Highlights from Fireside chat with Veronica Dagher

On Women Entrepreneurs – What Makes Some More Successful Than Others? "I’ve found that some of the entrepreneurs who have come from very...

Jan 14, 2021

January 21 Virtual Event: Get Insights into “Secrets of Wealthy Women”

From Wall Street Journal Podcast Host Veronica Dagher, Sponsored by WISE ORANGE COUNTY, CA, January 14, 2021 – Ever wonder how rich and...

Jul 29, 2020

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...

Jun 11, 2020

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...

Sep 11, 2019

“Start Investing. No Experience Required.” | Oct 15th

WHEN: October 15th TIME: 6:00PM - 7:45PM COST: WISE and WomanSage Members: Special $20, Walk-ins: $25 (includes light supper) WHERE:...

Jul 29, 2019

Investing with Your Values Making Money and Making a Difference | Sept 10th 2019

Join us for a fascinating discussion on the hottest trends in investing and family legacy. Hear expert advice on how you can integrate...

May 14, 2019

Have You Planned Adequately for Your Health in Retirement? | JULY 16

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...

Mar 4, 2019

Three Steps to Navigating Your Most Important Financial Decisions | May 7th

For the past two years “Pink Wall” has successfully presented panels of women experts to bring education and empowerment to women in all...

Dec 31, 2018

CIWM-WISE Tearing Down the Pink Wall | UCI Merage School

CIWM hosts community events on the topics of investments and wealth management.

Sep 10, 2018

TEARING DOWN THE PINK WALL | OCT 26TH

Investment Perspectives from Extraordinary Women in Investment Management A Discussion of Equities, Bonds, Alternative Investments and...

Jun 21, 2018

How to Hire or Fire Your Financial Adviser | AUG 21

Women Investing in Security and Education, WISE® joins with WomanSage WHEN: AUG 21, 2018 TIME: 6:00PM - 7:45PM COST: WISE and WomanSage...

Mar 9, 2018

Your Health Is Your Wealth | April 24

Speakers: Margaret Aranda, MD, PhD Center Physician / Fellow, Age Management Cenegenics Beverly Hills Author, The Rebel Patient™ Maria...

Mar 2, 2018

WHY RETIREMENT PLANNING IS A MUST FOR ALL AGES!! MAY 8TH

WHEN: MAY 8TH, 2018 5:00 PM - 8:30 PM 5:00 p.m. - Networking 5:45 p.m. - Dinner 6:45 p.m. - Program WHERE: THE CENTER CLUB 650 TOWN...

Feb 26, 2018

Empowerment Workshop | ReInvent Yourself! If Not Now, When?

WHEN: MARCH 23, 2018 6:00PM - 7:50PM COST: $20 for reserved seat and $25 for walk-in, both include a light supper WHERE: IRVINE LAKEVIEW...

Jan 30, 2018

Savvy Women, Smart Money Group | Feb 26th

Savvy Women, Smart Money Group Facilitator: Maria Kutscher Contact: wiseinvestors.org/maria-kutscher Phone: (714) 916-7447 Please contact...

Jan 4, 2018

NOT SINCE 1986 HAS THERE BEEN SUCH A MAJOR TAX REFORM! Feb 13th

Ask a Question You can submit your own question about finance in complete anonymity before February 12th. About 5 chosen questions will...

Oct 31, 2017

WomanSage Holiday Party and Marketplace | Nov 14th

Sep 17, 2017

HOW TO FINANCE HEALTH CARE COSTS AS YOU AGE | OCT 19, 2017

WHEN: OCT 19, 2017 6:00PM - 7:45PM COST: $20 for reserved seat and $25 for walk-in, both include a light supper WHERE: IRVINE LAKEVIEW...

May 31, 2017

Tearing Down The Pink Wall

Join WISE at our 20th Anniversary Gala and hear Kristi Mitchem, CEO of Wells Fargo Asset Management (managing nearly $500 billion for invest

Mar 29, 2017

Social Impact Investing: Strategies and Implications for the Future May 4, 2017

WISE Members SAVE $35 when you use the discount code “UCI” when registering. $50 WISE Pricing

Mar 24, 2017

Back by popular demand, Marla Jo Fisher not only educates, but entertains us on how to save money on

Women Investing in Security and Education, WISE® joins with Woman Sage SAVE THE DATE WHEN: MAY 16, 2017 6:00PM - 7:45PM CELEBRITY SPEAKER...

Feb 1, 2017

How the New Administration May Affect Your Investments, Your Estate, and Tax Bill

Don't miss this extraordinary opportunity to learn about Investing: how might Trump’s initiatives impact the market and your portfolio...

Nov 15, 2016

WISE Holiday Mixer December 13th

Tis' the Season to be "WISE" You are cordially invited to celebrate the Holiday Season with... WISE (Women Investing in Security &...

Sep 14, 2016

Leadership in Heels Presents - Stilettos to the Stock Exchange | NOV 3

Aug 8, 2016

Empowerment Workshop Sexy Second Act | AUGUST 17

Women Investing in Security and Education WISE® joins with Woman Sage WHEN: AUGUST 17, 2016 6:00PM - 8:00PM Price: $10 for reserved seat...

Aug 1, 2016

See Joan Payden, Industry Leader, at the Center Club | Sept 13

Women Investing in Security and Education (WISE®) and WomanSage Join together to present: JOAN PAYDEN, founder, president and CEO of...

Apr 19, 2016

What To Do When a Family Member Passes

Women Investing in Security and Education WISE® joins with Woman Sage JUNE EMPOWERMENT WORKSHOP Date: Wednesday, June 15th, 2016 | Time:...

Mar 5, 2016

Unraveling the Mysteries of Social Security: How to Maximize Your Benefits

Don't miss the Center for Investment & Wealth Management's (CIWM) next community event featuring Jim Pavletich who has over 35 years of...

Jan 20, 2016

NOW THAT I'M ALL GROWN UP

SCHARRELL JACKSON is a highly sought-after, dynamic and engaging speaker, and founded the “Leadership in Heels” Women Speaker Series to...

Jan 7, 2016

Stay Healthy and Thrive in 2016

~ Reserve your seat for this informative Salon ~ Friday (at noon) is the deadline. Join us as we kick off 2016 with an exciting program...

Sep 3, 2015

Sugar Is the New Fat - New Date 12/3/15

WomanSage December Empowerment Workshop Register Here Date: Thursday, December 3rd, 2015 | Time: 6:00 p.m. to 8:00 p.m. | Location:...

Sep 3, 2015

Is your collection worth a fortune?

Tuesday, September 8, 2015 5:00 PM to 8:30 PM Center Club 650 Town Center Dr, Costa Mesa, CA (map) The Valet parking is free! Price:...

Aug 13, 2015

August Empowerment Workshop ~ How to avoid financial abuse in our older years

Date: Thursday, August 13, 2015 | Time: 6:00 p.m. to 8:00 p.m. Location: Irvine Lakeview Senior Center, 20 Lake Road, Irvine, CA...

Jun 2, 2015

Protecting Oneself in the Digital Age

"Protecting Oneself in the Digital Age" How to Protect your Social and Financial Identity WISE members get a special HUGE discount for...

Mar 18, 2015

Empowerment Workshop: Estate planning, are you prepared?

Women Investing in Security and Education WISE® joins with Woman Sage EMPOWERMENT WORKSHOP Estate Planning: Are You Prepared? Our Speaker...

Jan 15, 2015

Hear the Best of Liz Weston – WISE/WomanSage on March 17

Women Investing in Security and Education WISE® joins with Woman Sage MARCH 17, 2015 LIZ WESTON Award-winning, best-selling book author,...

Dec 3, 2014

Celebrate the Holidays! Dec 3, 2014 SOLD OUT

SOLD OUT Join us on December 3 at Northern Trust in Fashion Island for our special holiday mixer! In addition to wine, hors d'oeuvres and...

Nov 11, 2014

BARBARA STANNY Nov. 11, 2014

WISE® & WOMANSAGE SPONSORED SIGNATURE EVENT A special thanks to Victoria Collins, Your Legacy Project, for additional sponsorship for...