

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...


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...


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 &...


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...


Webinar | 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...


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...


Webinar | Tearing Down the Pink Wall: Members of Barron's Most Influential Women in Finance
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...


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...


CIWM-WISE Tearing Down the Pink Wall | UCI Merage School
CIWM hosts community events on the topics of investments and wealth management.