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...
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. ...
Hear the backstory on choosing the 100 Most Influential Women in Finance List
Barron’s, the magazine of record on investments, puts together a yearly list highlighting the most powerful women in finance. Curious...
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...