Podcast | Asset allocation and career inspiration with Laura Tarbox, CFP®
Stephanie King, WISE® Board Member, interviews Laura Tarbox, CFP® Upon completing an English degree at UCLA, Laura naturally became a...
Webinar | Divorce Planning: Before, During, and After
PODCAST Recent statistics show there is one divorce in America every 36 seconds. That equates to 86 divorces per hour, 2,400 divorces...
Podcast | Why does Money interfere with Love?
Sounds intriguing? The recent podcast with WISE founder, Victoria Collins, is more so! Consuelo Mack, celebrity journalist, interviews...
Podcast | Medicare: What you need to know
Whether you are participating in Medicare now, have Medicare enrollment in your future, or have a loved one participating, don’t miss...
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...
Podcast | Choosing the right executor for your estate
Stephanie King, WISE® Board Member, interviews Kinnery Patel, an attorney with over 20 years of experience advising legal clients on...
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...
Podcast | Win-Win Charitable Giving with Donor-advised Funds & Required Minimum Distributions
Nella Webster O’Grady, CFP® at Ocean Heights Advisors and Advisory Board Member for WISE was interviewed by Stephanie King, CFA®, WISE...
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...