WISE: Recent Episodes
Wise Investors
WISE®, is a 501(c)(3) philanthropic educational organization that provides opportunities to educate women and girls on investing and personal finance
Since she joined the Orange County Community Foundation (OCCF) as president and CEO in 2000, Shelley Hoss has presided over a more than 20-fold growth in the organization’s grants to organizations driving positive change.
Orange County, she says, is a special place, because even its most successful citizens often come from humble roots and wish to repay the kindness and opportunity they were afforded early in life. “We have this incredible opportunity to work with folks who know what it is to be in need,” she says.
In a wide-ranging conversation with Angela Dailey, WISE CEO, Hoss describes how her organization has grown over time and how it tailors philanthropy to meet donor families’ unique and specific requirements
Check out Shelley’s full interview here. It’s part of WISE’s Tearing Down the Pink Wall series, which highlights the success and career journeys of many of Southern California’s most inspiring business women.
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Learn more at www.wiseinvestors.org
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Meet Dawn Reese: Social Innovator at The Wooden Floor
Are you passionate about education and youth development? Then you won't want to miss this episode of How Do They Do It? Angela Dailey, CEO of WISE (Women Investing in Security and Education), chats with the incredible Dawn Reese, CEO of The Wooden Floor.
Dawn is a social innovator who uses her unique blend of business, technology, education, and arts expertise to propel young people forward. Discover her inspiring story and how The Wooden Floor is transforming lives.
This episode will cover:
- Dawn's impressive background and her commitment to social good.
- The mission and impact of The Wooden Floor on student success.
- Strategies to support under-resourced youth and ensure access to education.
Feeling inspired to make a difference? Learn how you can get involved with The Wooden Floor and support their vital work. Visit: https://thewoodenfloor.org/
Visit our website at: www.wiseinvestors.org
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Meet Ani Packard: Shaping the Future of Visionary Women
Calling all philanthropists and changemakers! In this episode of How Do They Do It?, Angela Dailey, CEO of WISE (Women Investing in Security and Education), sits down with the inspiring Ani Packard, Executive Director of Visionary Women.
Ani brings a wealth of experience from the private, public, and philanthropic sectors, making her a true force for good. Learn about her incredible journey and how Visionary Women is impacting the lives of others.
Ready to be inspired? Tune in and discover:
- Ani's impressive background spanning various sectors.
- The mission and vision of Visionary Women.
- Actionable insights and strategies to get involved in philanthropy.
Whether you're a seasoned donor or just starting out, this episode is for YOU! Join the movement alongside WISE and empower women to reach their full potential. Learn More at: https://www.visionarywomen.com/
Visit our website at: www.wiseinvestors.org
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In this episode join WISE for an inspiring conversation with Marla Sofer, an executive who transitioned from corporate strategy to fintech, launching Knomee, a groundbreaking financial wellness app empowering women and facilitating connections with financial service providers. Marla's journey stemmed from recognizing the challenges women face in making financial decisions, and the corresponding struggles encountered in meeting women’s needs. Much of this starts with understanding your financial identity. Listen in to learn about what your financial identity is and why it is so important.
As the founder of two women’s networks, Marla is dedicated to empowering women to achieve their desired futures by aligning their values, goals, and priorities. Tune in to discover how to navigate your financial journey and realize the future you've been dreaming of.
Learn more at www.wiseinvestos.org and www.knomee.com
financialwellness #womenempowerment #fintech #finance #money #financialgoals #financialfreedom
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GET EXPERT GUIDANCE FROM TODAY SHOW'S MONEY MAVEN, JEAN CHATZKY, AND WALL STREET JOURNAL'S STAR, VERONICA DAGHER.
Invest in YOU! Build a brighter financial future.
- From beginner to boss.
- Say goodbye to money stress!
- Take control of your finances and secure your independence.
- Receive a free HerMoney newsletter and 1 month free access to InvestingFixx portal.
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Missed our empowering event on career advice and investment insights? Don't worry, you can still access the valuable knowledge shared by our amazing speakers!
In this recording, you'll gain valuable insights from:
- Top investors about their inspiring journeys, investment strategies, and their perspective on the current market landscape.
- Seasoned career experts offering practical advice on navigating the job market, securing your dream job, and thriving in your chosen field.
- Motivational stories and actionable tips for taking control of your finances and achieving your financial goals.
Learn More at: www.wiseinvestors.org
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In this episode, we interview Xandra Laskowski, the founder of OSEA Angel Investors, a woman-focused angel investment group based in Orange County, California. Xandra has over 25 years of experience in the tech industry, and she has been an angel investor for over 10 years. She is passionate about helping women entrepreneurs get the funding they need to grow their businesses.
In this episode, Xandra shares her insights on angel investing, and she gives advice to women who are interested in becoming angel investors. She also talks about the importance of networking and building relationships with other women in the investment community.
This episode is a must-listen for any woman who is interested in learning more about angel investing or who wants to connect with other women in the investment community.
Learn more about WISE at www.wiseinvestors.org
Learn more about OSEA Angel Investors at www.oseaangelinvestors.com
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In this episode of the WISE podcast, we're talking to Carleton English, a financial journalist at Barron's, about how to choose a financial advisor. Carleton will discuss the different types of advisors available, the pros and cons of working with an advisor, and how to find the right advisor for your needs.
We'll cover the following topics:
- Who should consider hiring an advisor?
- The pros and cons of working with an advisor
- The different types of financial advisors
- How to find a trusted financial advisor
- What questions to ask an advisor during an initial consultation
- How much money do you need to work with an advisor?
- What are the expectations for service on an ongoing basis?
- How do fees work?
- What if you're not happy with the service or performance?
- How to avoid making mistakes in choosing an advisor
- What options do you have if you decide not to hire an advisor?
- Advice on getting education on investments
We'll also talk about Carleton's own career journey, from her early days as a financial journalist to her current role as a TV personality. Carleton will share her advice for those starting out in their careers, as well as those who are considering a career change.
So if you're thinking about hiring a financial advisor, or you're just curious about how the process works, this episode is for you. Tune in to learn more from Carleton English!
Learn more about WISE at www.wiseinvestors.org
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Wealth Building Tips for Women
Featuring Kimberlee Davis, J.D., CDFA®
Building wealth might sound like an overwhelming goal — but it’s not as hard as you might think! Once you understand the importance of a positive money mindset and the basics of financial literacy, you'll be surprised to find that building wealth is easier than you thought.
During our final workshop of the series:
- Discover the five steps to financial freedom.
- Learn the key fundamentals to being a fiscal feminist.
- Walk away with actionable takeaways that will set you and your heirs on a path to financial independence.
KIMBERLEE A. DAVIS, J.D., CDFA®
MANAGING DIRECTOR, PARTNER
Kimberlee Davis is a Wealth Manager, Certified Divorce Financial Analyst, host, and author of The Fiscal Feminist, a book and podcast about women and their relationship with money and finance. Her mission is to help women of all ages and wealth levels embrace their responsibility to themselves to achieve solid financial footing. Kimberlee has more than twenty-five years of finance, legal, and corporate experience. She is currently a Managing Director and Partner at the private wealth management firm, The Bahnsen Group.
Reshma Kapadia is one of the most admired and influential financial journalists in this country. As Associate Editor at Barron’s Reshma is a member of the team that screens the 100s of nominations for their most influential women in finance list. Hear WISE CEO, Angela Dailey interview Reshma about the getting this list together and the stories behind the names:
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What does it take to make the list?
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How has the list evolved?
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How close are we to parity in finance?
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Hear why these uber successful women believe in mentorship/sponsorship and paying it forward
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Julie Hill is well known as a business leader and philanthropist on the world stage. She joined Angela Dailey of WISE to talk candidly about her career and the strategies that led her to the C-suite. Some of her insights are counterintuitive so you don’t want to miss this podcast.
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Just say yes when opportunity knocks
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Confidence – a critical attribute to success
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How to prepare for career moves – you don’t need to check all the boxes
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How to integrate into new business communities
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Lifting the curtain on corporate board rooms
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The importance of paying it forward by helping to advance women
Julie Hill is a member of the board of directors of Anthem (a Fortune 50 company and the largest U.S. health insurance company by member), The Lord Abbett Family of Funds, (a $180 billion New York-based mutual fund management firm), and UNYQ, a Silicon Valley based medical wearables company. She was previously on the board of Lend Lease, based in Sydney, Australia, (a $9 billion international construction, development, investment and management firm, publicly traded on the Australian exchange), and Holcim (US), the US operation of a Swiss company, as well as several other public corporate boards. Ms. Hill founded Hillsdale Development, a home building and land development company based in Newport Beach, California, in 1998, which she sold in 2003, and The Hill Company, which has a portfolio of interests. From 1991-1998, Ms. Hill was president and chief executive officer in the US of Costain Homes, a division of the Costain Group based in London, England. She was previously a senior executive with Mobil Land Development Corporation in Atlanta, Georgia, a division of Mobil Oil.
Ms. Hill is active in numerous philanthropic endeavors. She is currently Chair of the Board of Trustees of the University of California at Irvine (UCI), and is a past Chair of the UCI CEO Roundtable. She is a board member of Leaders’ Quest, and the Alliance for SoCal Innovation. She was a long-time Chair of the board of directors of Human Options, a shelter for abused women and children. As CEO of Costain Homes, the company built the ULI award‐winning domestic violence shelter. She served on the board of directors of the Orange County Community Foundation. She is a member of the International Women’s Forum and Los Angeles Trusteeship, and is a prior member of the Women’s Leadership Board of the Kennedy School of Government at Harvard. She has traveled to Burma to work with refugees, is a champion of various human rights organizations and several international women’s rights philanthropies.
She is past Chair of the Paul Merage School of Business board, and has served in various other capacities for the School of Social Ecology, the School of Biological Sciences, the School of Humanities, and the Women’s Opportunities Center. She has received the Amelia Earhart Award from the Women’s Opportunities Center, as well as the Glass Ceiling Award from the American Red Cross.
Ms. Hill earned a bachelor of arts degree in English from UCLA, and a master’s degree in marketing from the University of Georgia. She lives with her family in Newport Coast, California and London, England.
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Mercedes Shaffer in an expert in Orange County real estate and has over 20 years of experience buying and selling properties and maximizing real estate investment portfolios. She has a keen understanding of the complexity and nuance of local markets and a deep expertise in evaluating property as an investment. She provides clients with unmatched service and insight, and unique data analysis and investment modeling tools. She brings her passion and attention to detail to help clients define their objectives, target the right properties, and negotiate the most advantageous deal. She is sought after by local, national and international clients alike and is particularly adept when it comes to helping prominent foreign buyers navigate the complexities of Orange County’s most exclusive neighborhoods.
In partnership with Pacific Sotheby’s International Realty, Mercedes provides her clients with exclusive marketing and media opportunities, backed by the world’s most trusted luxury brand. Mercedes graduated with a master’s degree in Architecture from UC Berkeley, regularly gives talks on real estate investment, is an avid hiker and enjoys traveling. She is a strong believer in giving back to her community and donates a portion of her real estate sales commissions to Autism Speaks, a non-profit organization that “enhances lives of today and accelerates a spectrum of solutions for tomorrow.”
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Jenny is a Managing Partner at Vertical Street Ventures, which was established to help individuals achieve their financial goals through passive investing in real estate. As one of the Founders, she currently oversees Asset Management and Investor Relations. Her Real Estate Portfolio includes Single Family Homes and over 950+ Multifamily Units across the country.
Prior to becoming a full-time Investor and Operator, Jenny was a Sales Director at Procter & Gamble for 13 years working on brands like Dawn, Cascade and Swiffer. She managed cross-functional teams and developed National Sales Strategies for the company's Billion Dollar Brands including Dawn and Cascade.
Jenny graduated from the University of Arizona with a degree in Business Management and received her MBA from the University of Minnesota.
To learn more about how to achieve sustainable passive income - visit www.VerticalStreetVentures.com.
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Women Investing in Security and Education (WISE)Chapman University Argyros School of Business and Economics Invite you to an Exclusive PresentationTearing Down The Pink WallSpeakers:Samantha Foster, Managing Director, Russell InvestmentsMolly Murphy, Chief Investment Officer of the Orange County Employees Retirement SystemNatalie Trevithick, Director, Payden & RygelMODERATOR: Consuelo Mack | Founder and Host PBS WEALTHTRACKYou will hear our panelists cover:Careers- Why companies with diverse leadership teams and workforces tend to perform better and attract more skilled talent than their peers- Why women are a very small minority of financial career candidates and how companies are actively seeking to increase workforce diversity - How crazy do you have to be to choose a career in finance? - What does it take to Tear Down the Pink Wall?Investments to Build Wealth- Opportunities in equity, fixed income and alternative investments- How technology is reshaping financial markets- Trending Topics: Private equity, activist investors and venture capital Learn More: https://www.wiseinvestors.org/single-post/webinar-investment-and-career-perspectives-from-powerful-women-in-finance
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Stephanie King, WISE® Board Member, interviews Laura Tarbox, CFP® elaborating on the following points:
Your Most Important Investment Decision: Asset Allocation
- Asset allocation is the biggest driver of long-term investment returns
- Your asset mix depends on your unique circumstances
- Diversifying your asset mix enhances long-term returns while reducing risk
- Disciplined rebalancing helps investors buy low and sell high while ensuring one’s asset allocation stays in-line
Career Inspiration from an Entrepreneur in Financial Planning & Investing: Laura Tarbox, CFP, Tarbox Family Office
- Seek opportunities to get involved in your industry
- Embrace risk
- Be yourself – don’t be afraid of standing out
Upon completing an English degree at UCLA, Laura naturally became a stockbroker. After obtaining the CFP license in 1984, she shifted her focus to financial planning and founded her Registered Investment Advisory firm in 1985. Tarbox Family Office, Inc. is headquartered in Newport Beach, CA, with an additional office in Scottsdale, Arizona, and employs a team approach in offering comprehensive wealth management services to a small group of families. As of 12/31/21, the firm directly managed over $1 billion in client assets. Laura has served on both the Charles Schwab and TD Ameritrade Institutional Advisory Boards, the CFP Board of Examiners, the National Board of the Institute of Certified Financial Planners, and is a past President of the Orange County FPA. She has been part of the adjunct faculty of the College for Financial Planning, USC and California Lutheran University, and taught financial planning classes in the certificate program at UC Irvine for 20 years, where she was the Program Director. Laura was chosen from over 800 UCI Extension instructors to receive the Distinguished Instructor Award and is the founding Dean of the UCI / CFP Residency Program, a week-long case study program for new CFPs.
Frequently featured in the local and national media as an expert on financial planning and investments, Laura has also been retained as an expert witness in insurance and investment cases. She is a California Licensed Professional Fiduciary and a private trustee on several trusts. Laura has volunteered her leadership and financial skills for organizations including Foundation for Financial Planning, Laguna Beach Community Foundation, Laguna Canyon Foundation, Laguna Beach Schoolpower Endowment, Child Aid and United Way. Laura Tarbox has been recognized as one of the “Best Financial Advisors” in the country by Worth magazine and was named one the country’s “100 Great Financial Planners” by Mutual Funds magazine.
Contact: laura@tarbox.com
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Recent statistics show there is one divorce in America every 36 seconds. That equates to 86 divorces per hour, 2,400 divorces per day, 16,800 per week, and 873,600 divorces per year! This could affect you or anyone you know.
Sign up for our WISE Empowerment webcast event to see Inspired Financial's panel of divorce professionals. They will discuss the divorce process in general, and provide specific things to consider and actions that can be taken before divorce has been initiated, during the divorce process and once the divorce has been finalized.
Part of the discussion will revolve around what is prohibited and permitted while the marriage is under the jurisdiction of the family law court, including estate planning considerations.
Join us to receive invaluable insights to assist you, your friends or loved ones in preparing to alleviate as much stress as possible during the legal process. Not only will our expert panel provide top notch guidance, but participants will also be given an opportunity to ask questions during this 45-minute discussion.
Panelists
- Janet Dockstader, Family Law Attorney, Dockstader & Orliczky, Seal Beach, CA https://dockstaderlaw.com/contact-us/
- Curtis Kaiser, Estate Attorney, Kaiser Law Group, Long Beach, CA https://kaiserlg.com/contact-us/
- Maria Castillo Dominguez, Divorce Financial Planner, Inspired Financial, Miami and Huntington Beach, CA https://www.inspiredfinancial.biz/
Moderator:
- Kahne Krause, Head of Client Communities & VP Dimensional Fund Advisors https://www.dimensional.com/us-en/individual
Whether you are participating in medicare now, have medicare enrollment in your future, or have a loved one participating, don’t miss this important podcast. Jan Walsh, WISE Board member and very experienced insurance executive, moderates a discussion with two certified Medicare agents, Lina Thacht & Andy Kien. They discuss the ins and outs of various options and why you should pay attention to the open enrollment period happening now thru December 7.
If you’ve always wanted to invest but have never been sure how to wade into those waters, this is the WISE Empowerment event for you!
In addition to an MBA with a concentration in Financial and Portfolio Management, Evelyn has nearly 25 years’ experience in investments and personal finance to share with us. In this important online event for ALL investors, you will learn:
- What is the first thing to do before investing?
- How to decide where to invest.
- Step-by-step guidance on how to get started.
- When is the right time to invest?
- When is the right time to sell?
Join us as WISE CEO, Angela Dailey interviews Evelyn Zohlen of Inspired Financial and learn how ALL women--young women, housewives, working women, and those entering retirement can invest and position themselves for long-term success.
Evelyn M. Zohlen is the founder of Inspired Financial, LLC. Inspired Financial is a fee-only wealth management practice that specializes in serving women in transition in southern California. Prior to founding Inspired Financial, Evelyn was a Relationship Manager at The Vanguard Group. Currently, Evelyn is a Certified Financial Planner™ (CFP®) professional and serves on the Board of Directors of the Financial Planning Association. Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.
Stephanie King, WISE® Board Member, interviews Kinnery Patel, an attorney with over 20 years of experience advising legal clients on estate planning,asset protection and estate litigation. Kinnery is currently a Partner at Mozingo & Patel in Irvine, California, and will elaborate on the following points:
- Does every adult need a Will?
- Should I choose family or a professional as an executor?
- What are the important things I need to do before choosing an executor?
Don't miss this important podcast, because later is too late!
Kinnery Patel, Esq. L.L.B. (Honors), L.L.M is an Orange County Attorney, born and raised in London, England, where she completed her legal education and holds an advanced Master of Laws (LL.M) Degree in International Business Law.
Ms. Patel’s focus to practice law is in the fields of Estate Planning, Asset Protection, Estate Litigation and Business practice.
Ms. Patel is licensed to practice law in:
- All California State Courts and the Central Federal District Court
- The United States Supreme Court
- All New York State Courts
- England & Wales, permitting her to practice in 49 other Common Law Countries
- All European Courts
Ms. Patel was selected as a California Super Lawyer, which rating is the pinnacle of professional excellence, in both legal ability and ethical standards reflecting only the top five (5%) percent of attorneys in California.
Currently, DiMario is contracted by OCTANE, Orange County, California's premier incubator and LaunchPad for life science and tech companies, to lead the Octane Foundation for Innovation as Director, Community Engagement for the Octane Foundation for Innovation (OFI) leading Women Leaders & Entrepreneur, STEM Fellows, Non-Profit Accelerator and Next Gen initiatives to grow the impact of the Orange County innovation ecosystem.
If you are interested in learning about resources for women entrepreneurs or securing corporate and non-profit board positions, here's the WISE(R) podcast for you!
Linda DiMario is a mover and shaker here in Orange County. She is Director of Community Engagement for the Octane Foundation for Innovation. In that role, she leads the Foundation's Women Leaders of Octane initiative whose mission is to help women entrepreneurs access resources and extend their impact in the community.
WISE CEO Angela Dailey interviewed Linda on Octane's far-reaching impact in Orange County:
In this podcast you will learn:
· What resources there are for women entrepreneurs which are tailored to women's needs
· How to best position yourself and prepare for corporate board participation
· How non-profits can benefit from Octane's accelerator program
Bonus Feature: Hear about Linda's career journey that enabled her to make a significant contribution to economic development in cities across the country, to meet fascinating people from around the globe, and to be a role model to so many.
Best Advice: Don't let age define you and be true to yourself!
- A qualified charitable distribution (QCD) is a direct transfer of funds from your IRA to a charity
- A QCD may allow a person facing a required minimum distribution to donate funds to a charity tax free
- Feel good donating funds to make a difference during your lifetime
- A donor-advised fund (DAF) is a tax-smart investment fund you can establish for charitable giving
- Streamline the process of donating appreciated securities for you and the recipient of your charitable gift
- Receive an immediate tax deduction; then, recommend charitable grants from the fund over time
If you missed our event last week, you missed very valuable insights from Karen Choi, Sarah Ketterer and Robin Potts interviewed by Consuelo Mack. In this special conversation with WISE, learn about how to succeed in finance from some of the nation’s best and brightest investors, whose firms collectively manage over $2.5 Trillion in assets, wherein they addressed the following:
● 2022 investment outlook in an inflationary environment for equity, real estate and bonds
● Frank, honest career advice from incredible role models
● Inspirational stories on reaching the top echelons in finance
Stephanie King, CFA, WISE board member, interviewed Lindsey Knodel Senior RDS at NuVision Federal Credit Union.
They discussed the following issues:
- Credit unions offer a variety of products similar to banks.
- Credit unions are not-for-profit financial institutions-- owned by and managed to benefit their member customers.
- Credit Unions may re-deploy earnings to their members in the form of higher interest rates on deposits and lower interest on loans.
Don't miss the first in a new podcast series from WISE - a hallmark of our Tearing Down the Pink Wall series.
Stephanie King, CFA, WISE board member, interviewed Lindsey Knodel Senior RDS at NuVision Federal Credit Union.
They discussed the following issues:
- Credit unions offer a variety of products similar to banks.
- Credit unions are not-for-profit financial institutions-- owned by and managed to benefit their member customers.
- Credit Unions may re-deploy earnings to their members in the form of higher interest rates on deposits and lower interest on loans.
Don't miss the first in a new podcast series from WISE - a hallmark of our Tearing Down the Pink Wall series.
Did you know that women hold more financial power than ever? By 2030, women could control $30 trillion in assets. Laura McDowell is a Director with Schwab Asset Management, and in this special conversation with WISE* members, she will give us the strategies we need to stick with a sound financial plan.
In this workshop, Laura will address the following:
- How to turn personal values and goals into financial action steps.
- How to make investing a meaningful part of your life.
- Best practices for investing with confidence.
- “Stick-with-it” strategies that help you choose logic over panic when the ride gets rough.
Don’t miss this opportunity to learn how “Investing from the Inside Out" puts the heart in the center of investing and helps women focus on what they care about most. At the end of this workshop, you will learn about her journey to pursue her passion and become an expert in her field.
Biography
Laura McDowell is a Director with Schwab Asset Management responsible for Family Office education supporting Schwab’s Investment solutions.She completed the Certificate Program in Financial Planning at UC Berkeley Extension and is a Certified Financial Planner (™) practitioner. She is an Accredited Investment Fiduciary (AIF), and holds Series 7 and 63 licenses.
- McKinsey & Company - Women in the next wave of growth in US wealth management, 7/20/20
“How prepared is prepared ENOUGH? We all know we should be prepared for the future— particularly the inevitable. But how many of us have actually taken that step? We have so many excuses: We’re too busy. It’s too much work. It’s complicated. My partner is taking care of it. It’s not my priority. But, in truth, you need to make it a priority or be prepared to face the punishing aftereffects of loss.”
Join us for a thought-provoking discussion with Susan Alpert who is an author and experienced life coach who will prepare you for “Hard Conversations that Can’t Wait.” Among many other questions, she will address these topics:
- The time is now: Hard conversations that can’t wait.
- Financial survival: How and why to start planning now.
- How prepared is prepared enough?
- What you don’t know CAN hurt you.
Susan Covell Alpert is an author, speaker, entrepreneur, and frequent guest on national radio and television shows. Susan has been the owner of several multimillion-dollar companies and has impressive experience in the fields of negotiation, finance, international services, and business. She holds a master’s degree in psychology and education from Brooklyn College in New York, and devotes much of her time to guest speaking engagements and pro bono work on the subject of of grief and preparing for the future. Susan resides in Newport Beach and Palm Desert, California. www.susanalpertconsulting.com
SPEAKERS
- Yana S. Barton, CFA, VP, Director of Specialty Solutions, Eaton Vance
- Ellen Lee, Fundamental Portfolio Manager, Causeway Capital Management
- Sonali Pier, Managing Director, PIMCO
Join us and learn from some of the nation’s best and brightest investors, whose firms collectively manage over $2 Trillionin assets.
Hear about:
- 2022 investment outlook for equity and bonds
- Fascinating personal stories about career journeys that led to the highest levels in finance
- Why companies with diverse leadership teams and workforces tend to perform better and attract more skilled talent than their peers
Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO, interviewed Tina Schackman, CFA, Principal, Benefit Financial Services Group. They discussed the pros and cons of leasing vs. buying a vehicle, covering these issues: Decision-making guidelines when making a large purchase Key distinctions between a lease vs. a loan Helpful hints when negotiating the purchase or lease of a vehicle Don't miss the latest podcast series from WISE, covering markets, careers and financial education topics - a hallmark of our Tearing Down the Pink Wall series.
SPEAKER
- Tamsen R. Reinheimer, Esq, Mortensen & Reinheimer, PC, Certified Specialist in Estate Planning, Trust & Probate Law
Do you already have an Estate Plan or need to start from scratch? Did you know that changes in estate planning law are being considered in 2021?
Women Investing in Security and Education (WISE) will present a seasoned specialist in Estate Planning to bring awareness to the questions that you should ask to help you avoid mistakes when planning a secure legacy for your family.
- What is Estate Planning and who needs it?
- What would an Estate Plan accomplish, and what are the key components?
- What are the biggest mistakes people make when planning their estates?
- What new laws might affect your Estate Plan?
- What action do you need to take now?
Join us on August 3 from 5:00-6:15 p.m. PDT when Angela Dailey, Co-President of WISE will interview, Tamsen Reinheimer, attorney at law, who specializes in Estate Planning. After the interview, Tamsen will tell us how she chose her profession, and will tell us about her work that led to the start of managing her own businesses.
Listen to the podcast where Victoria Collins. WISE co-founder speaks to Angela Dailey, WISE Executive Director, about the founding of WISE. In 1997, a group of women gathered to put on a conference on investing and the rest is history! Also hear about Victoria’s career journey from a PhD in Psychology into finance.
Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO interviewed Erinn King, CFA, Managing Director, Payden & Rygel. They discussed the bond market and careers.
Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO interviewed Erinn King, CFA, Managing Director, Payden & Rygel. They discussed the bond market and careers, covering these issues:
- Reasons why investors might consider including bonds in their diversified investment portfolio;
- The variety of investment options within the bond market; and
- The value of mentorship when changing careers
Don't miss the first in a new podcast series from WISE, covering both markets and careers - a hallmark of our Tearing Down the Pink Wall series.
Speakers
- Jane Buchan, PhD, CEO, Martlet Asset Management
- Andrea Eisfeldt, PhD, Professor of Finance, UCLA Anderson School of Management
- Katy Sherrerd, PhD, Partner, CEO, Research Affiliates
2021 Market Outlook What you should know about Socially Responsible and Alternative Investing Fintech Disruptors and the Future of Finance Reassessing Leadership in a Post-Pandemic World
Even though the 2021 tax filing date is almost here, it’s not too late to save on your tax bill, and to plan successfully for next year.
Many folks find taxes very confusing, especially in times of transition. You are invited to participate with our exclusive WISE panel of two top financial pros to learn how you can save thousands when filing your 2020 and 2021 tax return.
Marilyn Blank, CPA and Evelyn Zohlen, CFP will discuss the following, and allow time for Q&A. Special moderator will be Angela Dailey, Co-President of WISE.
Biden's Administration: Stimulus Checks, tax law changes, capital gains.
Retirement Accounts - Maximize your retirement accounts, Roth, IRA,
How has Covid affected your tax returns? What can we do about it?
Inherited IRA’s - What do beneficiaries need to know??
Spousal support (alimony) - what is tax treatment and how has it recently changed?
Optimizing charitable giving - for those who help charitable organizations.
Working from home? What’s the advantage taxwise?
Speakers
Erin Browne, Managing Director, PIMCO
Jane Buchan, PhD, CAIA, Chief Executive Officer, Martlet Asset Management
Katy Sherrerd, PhD, Partner, CEO, Research Affiliates
Investment Perspectives from a Group of the Most Influential Women in Investing
A Discussion of Investment Strategies and Careers
Moderated by Consuelo Mack, host of Public Television’s WealthTrack
A rare opportunity to hear from some of the nation’s best and brightest investors, whose firms collectively manage over $2 Trillion in assets. Join us for this informative conversation!
In these unprecedented times, there is more stress on marriages than ever, even in happy marriages. Couples who are already unhappy may find they need coping strategies for managing their futures, if that means staying together or breaking up. This virtual workshop is designed to help women take the next step, no matter where they are in the process of untying the knot.
With the guidance of trained professionals, WISE member, Megan Stirrat and her team explain the emotional legal, and financial, divorce in a logical, yet compassionate way.
In this Zoom presentation, Megan Stirrat's team will discuss:
Emotional Issues: - Patrice Corteau - LMFT, Divorce Coach, Child Specialist
- Dealing with a hostile spouse
- Helping your family cope with the stress of divorce
- Managing the effects of divorce on children
- Rebuilding self-esteem-recovery from grief and loss
Legal issues-presented by a divorce attorney
Lisa K. Risner, Esq. Certified Family Law Specialist
- The divorce process and legal fees
- Protecting yourself legally and financially
- Child custody; child and spousal support
- Avoiding divorce court
- Mediated divorce
- Short-form divorce
Financial Issues-presented by a Financial Advisor
Megan Stirrat – Certified Divorce Financial Analyst(R), CFP, CPFA
- Preparing for divorce
- Dividing property
- The tax consequences of divorce