

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...


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
Podcast Listen to the podcast on WealthTrack Part 1 and Part 2 Speakers Karen Choi - Fixed Income Portfolio Manager, Capital Group...


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...


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...


Podcast | To Lease or To Buy? That is the Question: Tina Schackman, CFA, Benefit Financial Services
Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO, interviewed Tina Schackman, CFA, Principal, Benefit Financial...
