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Turn Ambition into Action: Insights from Women Who’ve Reached the Top

Tearing Down the Pink Wall: Turning Ambition Into Action: Insights from Women Who’ve Reached the Top When you hear about someone who is...

Past Events

Jan 15

From beginner to boss: Learn smart investing strategies.

GET EXPERT GUIDANCE FROM TODAY SHOW'S MONEY MAVEN, JEAN CHATZKY, AND WALL STREET JOURNAL'S STAR, VERONICA DAGHER. Invest in YOU! Build a...

Oct 4, 2023

Be inspired to financially thrive in work and in life

A Must Attend for Anyone Seeking Career Advice and Investment Insights 2023 investment outlook for equity and bonds from top investors...

Jun 22, 2023

Mary Beth Franklin: Why retirement planning is a must for all ages!!

WATCH THE EVENT RETIREMENT APPROACHING? What you don’t know can cost you thousands! Whether you’re already in retirement, looking to...

Apr 27, 2023

Webinar | Wealth Building Tips for Women

Podcast: Wealth Building Tips for Women Featuring Kimberlee Davis, J.D., CDFA® Building wealth might sound like an overwhelming goal —...

Feb 27, 2023

WEBINAR: Investment and Career Perspectives From Powerful Women in Finance

Podcast: Join us and learn from some of the nation’s best and brightest investors, whose firms collectively manage over $500 Billion in...

Nov 1, 2022

WISE 25th Anniversary Honoring Victoria Collins

Thank you for joining us to celebrate 25 years of financial education and inspiration, to honor our founder, Victoria Collins and...

Aug 1, 2022

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...

Apr 11, 2022

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...

Feb 7, 2022

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...

Nov 3, 2021

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...

Jun 24, 2021

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 &...

Apr 9, 2021

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...

Feb 9, 2021

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...

Feb 8, 2021

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...

Jul 29, 2020

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...

Jun 11, 2020

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...

Dec 31, 2018

CIWM-WISE Tearing Down the Pink Wall | UCI Merage School

CIWM hosts community events on the topics of investments and wealth management.

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