Podcast | Asset allocation and career inspiration with Laura Tarbox, CFP®
Stephanie King, WISE® Board Member, interviews Laura Tarbox, CFP® about the importance of asset allocation. In this interview you will...
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...
WISE Board and Advisory Board members put together 25 WISE Tips for Building Wealth
These 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 19
Podcast 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 Union
Stephanie King, CFA, WISE board member, interviewed Lindsey Knodel, Senior Relationship Development Specialist at NuVision Federal Credit...
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...
Successful Retirement Strategies from Christine Benz, Dir. of Finance, Morningstar
Dear WISE Members and Friends: Interested in successful retirement strategies from Morningstar’s Director of Finance? Christine Benz...
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...
Podcast | From Ballet to Bonds: Erinn King, CFA, MD, Payden & Rygel
Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO interviewed Erinn King, CFA, Managing Director, Payden & Rygel. They...
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...