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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...

Past Events

Oct 4, 2023

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...

Aug 28, 2023

Webinar | Give Me a Little Credit

Are you curious about how credit works and how it can impact your financial future? Watch “Give Me a Little Credit.” We'll teach you how...

Apr 27, 2023

Webinar | 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 —...

Feb 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...

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:...