Join WIN for a Q&A with Maria Bruno, Vanguard Head of US Wealth Planning Research.  Ms. Bruno will discuss wealth planning considerations for professionals and lessons learned from the impact of the pandemic. Maria  leads a team responsible for conducting research and analysis on a wide range of retirement, wealth planning, and portfolio construction topics. … Q&A: Wealth Planning Considerations and Lessons Learned from CovidRead More »

Happy Summer WIN Members! We are thrilled to announce that our Member-Only Summer Social is back! IN PERSON! When you ask? Wednesday, July 28 6:00 – 8:30 pm.  And where?  Our host location this year will be Overbrook County Club. Wine and heavy hors d’oeuvres are on the menu in this beautiful garden setting and … Annual Summer SocialRead More »

Golf! Outside! And together! Join us for a members only golf outing co-sponsored by WIN and CFA Philadelphia (CFAP). This private event will take place on Tuesday, July 20 at 3:00 pm at the beautiful Bluestone Country Club in Blue Bell, PA.  Registration opens at 2:00 pm, golf starts promptly at 3:00. Play nine holes, choosing … Golf Summer Social – SOLD OUTRead More »

Leading is not just about leading others but leading yourself on your own journey. Leading also involves understanding how to use your unique and authentic strengths to find your joy and purpose – not only in your professional but personal lives as well.   Yes, it is possible. On Thursday, June 17th please join SEI and Lisa … Leading with Strength and PurposeRead More »

Today, we are at a crossroads when it comes to diversity, equity and inclusion (DEI). Despite increased awareness of the need for inclusion, the pandemic has disproportionality impacted women and people of color. Looking ahead, we are wise to plan for a build-back that intentionally focuses on inclusion as a core principle. Join Archer and … Diversity, Equity and Inclusion: A step back and a leap forwardRead More »

Join fellow WIN members for our second happy hour social event of 2021, featuring a fun night of trivia, networking, and prizes. Recognizing Cinco de Mayo, this event in history is reveled by celebrating  the occasion with parades, parties, mariachi music, Mexican folk dancing and traditional foods such as tacos and mole poblano.  Cinco de … Happy Hour & Trivia – Member OnlyRead More »

WIN is proud to host Carol Rollie Flynn, one of the first women to rise to the top ranks of the CIA’s Directorate of Operations, which oversees clandestine operations overseas. Drawing on personal and professional experiences during her 30-year CIA career, she will share her view of the world and address the dilemmas and global … Around the World in 60 Minutes – A look at hot spots and global trends through the eyes of a spyglassRead More »

Expanding Our Mindset from Liability to Performing Asset Thinking Self-leadership is increasingly recognized as central to career success. This session is an opportunity to learn and apply a practical way to lead and coach oneself in support of your growth and resilience. Join us for a discussion with Terry Charlton of Once Source Solutions. Terry is … Self Leadership: Expanding Our Mindset from Liability to Performing Asset ThinkingRead More »

  4:30 Welcome and Introduction – Cindy Axelrod, CFA, Associate Professor and Deputy Finance Department Chair, Fox School of Business 4:40 Part 1: The Bull Economy – Maris A. Ogg, CFA and President of Tower Bridge Advisors As we continued record highs in equities, Maris thinks this buil market might have some legs.  What does … 2021’s bullish investing environment AND being a woman in a (traditionally) male-dominated business with Maris OggRead More »

Join fellow WIN members for our first happy hour social event of 2021, featuring a fun night of trivia, networking, and prizes. Recognizing National Women’s History Month in March and International Women’s Day on March 8, Tracy Marrocco will host several rounds of trivia featuring inspiring, innovative and intrepid women throughout the ages. You can … Happy Hour & Trivia – Member OnlyRead More »