Dear WISE Members, Sponsors and Friends, For almost 30 years, WISE has remained committed to empowering women and girls through financial education, career development and access to inspiring role models. Thanks to the extraordinary dedication of our volunteers, sponsors, partners, board members, and supporters, 2025 and early 2026 marked one of the most impactful periods in our organization’s history. We believe we change lives by giving women and girls the path to financia

From 401(k)s and Roth options to planning for freelancers, entrepreneurs and those without employer-sponsored plans, today’s retirement landscape can feel overwhelming. WISE is bringing together retirement experts for a dynamic and highly practical webinar designed to help you better understand your options — and avoid common mistakes that can impact your future. Featuring retirement experts from State Street Investment Management and WISE, this conversation will cover:

At WISE, we believe financial confidence is built through knowledge, experience, and smart decision-making. These 25 financial tips, shared by our board members over the past few years, reflect practical wisdom and enduring principles that can help guide every stage of your financial journey. Whether you're just starting out or planning for the future, we hope these insights inspire you to make informed decisions, build lasting financial security, and create your own legacy.

In our latest WISE Voices podcast, we go behind the scenes of one of the most influential listing in finance.  What does it take to be recognized among the most powerful women in U.S. finance? Reshma Kapadia, Associate Editor at Barron’s and a key member of the team behind the Barron’s 100 Most Influential Women in U.S. Finance list, joins WISE Board Chair Angela Dailey for a lively and insightful conversation. As a journalist, changemaker, and WISE advisory board member, Re

Back by Popular Demand: WISE Welcomes Back Retirement Expert Christine Benz WISE hosted Christine Benz, Morningstar’s Director of Personal Finance and Retirement Planning, for a webinar on building a resilient retirement portfolio. Drawing on her “good enough” investing philosophy, Christine shares practical insights on simplifying retirement planning, the importance of Social Security, reducing risk as retirement approaches, and key strategies for creating reliable retiremen

In our latest WISE Voices podcast, we sit down with Annette Walker, President of City of Hope, Orange County , for an honest and deeply inspiring conversation about leadership, sponsorship, and building a career with purpose. Annette shares: Why sponsorship, not just mentorship, is critical to career advancement How authentic leadership is rooted in foresight, courage, and caring for people Lessons from building one of the nation’s most respected cancer institutions Candid

Harnessing the Powerful Force of Aligned Capital Valuable insights from Delilah Panio, Vice President, U.S. Capital Formation, Toronto Stock Exchange This conversation features capital markets expert, investor, and speaker Delilah Panio of Toronto Stock Exchange, Vice President, U.S. Capital Formation—and a proud Canadian and Lagunatic (meaning from Laguna Beach). Grab a coffee or tea and join us as we explore the vision of democratizing capital so it can become a powerful