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Past Events
WISE Scores Financial Icon Christine Benz for a Rare Event
WISE is proud to share the replay of our rare, intimate conversation with Christine Benz , Morningstar’s celebrated Director of Personal...
Jul 11
Webinar | Financial Freedom isn’t a Fever Dream
University has always been a place of education and preparation, but sometimes the lessons learned outside the lecture hall can be just...
Apr 8
Webinar | Turn Ambition into Action: Insights from Women Who’ve Reached the Top
Tearing Down the Pink Wall: Turning Ambition Into Action: Insights from Women Who’ve Reached the Top When you hear about someone who is...
Sep 6, 2024
Webinar | From beginner to boss: Learn smart investing strategies.
GET EXPERT GUIDANCE FROM TODAY SHOW'S MONEY MAVEN, JEAN CHATZKY, AND WALL STREET JOURNAL'S STAR, VERONICA DAGHER. Invest in YOU! Build a...
Jan 15, 2024
Webinar | Be inspired to financially thrive in work and in life
A Must Attend for Anyone Seeking Career Advice and Investment Insights 2023 investment outlook for equity and bonds from top investors...
Oct 4, 2023
Webinar | Mary Beth Franklin: Why retirement planning is a must for all ages!!
WATCH THE EVENT RETIREMENT APPROACHING? What you don’t know can cost you thousands! Whether you’re already in retirement, looking to...
Jun 22, 2023
Podcast | Wealth Building Tips for Women
Podcast: Wealth Building Tips for Women Featuring Kimberlee Davis, J.D., CDFA® Building wealth might sound like an overwhelming goal —...
Apr 27, 2023
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...
Feb 27, 2023
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...
Nov 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...
Aug 1, 2022
Webinar | Influential Women in Finance | 2022 Market Insights and Career Advice
Podcast Listen to the podcast on WealthTrack Part 1 and Part 2 Speakers Karen Choi - Fixed Income Portfolio Manager, Capital Group...
Apr 11, 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...
Feb 7, 2022
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...
Nov 3, 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 &...
Jun 24, 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...
Apr 9, 2021
Webinar | 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 9, 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...
Feb 8, 2021
Webinar | Tearing Down the Pink Wall: Members of Barron's Most Influential Women in Finance
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...
Jul 29, 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...
Jun 11, 2020
CIWM-WISE Tearing Down the Pink Wall | UCI Merage School
CIWM hosts community events on the topics of investments and wealth management.
Dec 31, 2018
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