Over the past two years, funds with an intentional ESG mandate increased by 42% for a total of 273 funds as the industry competes to access the next generation of wealth.* As an array of options hit the market, we can benefit from gaining a deeper understanding of the ways to maximize investment returns as well … Social Impact Investing Today and TomorrowRead More »

  Catch up with friends and make new contacts during a highlight of WIN’s schedule, our Summer Social.  A WIN member will open her lovely home in Wayne to WIN members once again, providing the perfect backdrop for the festivities. As always, bring your appetite, as there will be a delicious array of food and beverages … Annual Summer Social – Member Only EventRead More »

In all markets, but especially during periods of volatility, investors can let their worries and fears drive their decisions. The intensity of these emotions and disconnection from rational thought can cause investors to make changes to their portfolios that negatively impact their long-term outcomes. Join us to learn how tapping into behavioral finance can help … Behavioral FinanceRead More »

Exchange Traded Funds (ETFS) have captured advisors’ and investors’ attention and their assets.  ETFs have exploded in the past decade to reach over $5 trillion globally in assets under management growing on average by 24% year after year.  How have they evolved since they became available?  Come to this educational session to learn abut industry … ETF Momentum: The Accelerated Use of Exchange Traded FundsRead More »

That the Tax Cuts and Jobs Act of 2017 will have long-reaching effects on the economy is certain.  However, policymakers, corporations, and individuals are still sorting out what those effects will be. For perspective on what could be ahead for the economy, as a result of the U.S. as well as global tax reform, come … Current State of the Economy & Update on Trump’s Tax ReformRead More »

Event Phone: 610-688-5800

Since the time cave-dwellers gathered around fires, people have used stories as a way to pass down knowledge and experience. Storytelling techniques have evolved just as human have. But the “stickiness” of stories stays true. Learn how to put the power of stories to use on April 26, as WIN members explore ways to craft and … Storytelling: an Essential Leadership ToolRead More »

Whether you want to step into a formal leadership role or simply want to take the lead to get something done, relationships are the key to accomplishing your goal. But making connections or knowing how to influence outcomes can be mystifying. At WIN’s March 28 meeting, leaders from Lincoln Financial Group share their strategies to connect with … Leadership Through Others: Connecting and InfluencingRead More »

Sold Out – please email [email protected] for wait list. Negotiating is a necessary skill for our individual careers and for closing the gender gap. Yet many of us are not sure where to start. During this session, we will share four ways to get started. Negotiations drive decisions and impact outcomes. They are a part of … The Rules of NegotiationRead More »

Event Phone: 610-688-9463

Join WIN members at the Annual Holiday Party on Tuesday, December 5  The holiday season is the perfect time to celebrate your professional and personal accomplishments for 2017 and look ahead to where you want to go in 2018 and beyond. Attending the WIN Holiday Party at Fleming’s Radnor is a great way to do … Annual Holiday Party – Members OnlyRead More »