Annual Holiday Social   Enjoy some holiday shopping while gathering with your friends from WIN at a member-only wine and light bites gathering at Valley Forge Flowers.  That evening WIN members will receive 20% off all purchases in store.  Start you holiday season, shop and network with your WIN friends.  We will feature Italian wines … Holiday Social-member onlyRead More »

  Who doesn’t love a good pop-up?  Please join us on November 9th for a wine and light bites pop-up event featuring the Marlyn Schiff  boutique  in Haverford. On trend, Marlyn designs fashionable jewelry with unique and distinctive mix of textures, materials and stones. She is best known for her custom charm necklaces and mix … Evening with WIN- Marlyn Schiff BoutiqueRead More »

Event Phone: 610.933.3727

    We welcome WIN members and guests, CFA members to our annual golf outing sponsored by the CFA Society of Philadelphia. Beginning at 2:00 pm we will again be the guests of the beautiful Phoenixville Country Club. All levels of players (and learners) are welcome! Registration is $75 per person and will include golf … Golf Outing – In partnership with CFAPRead More »

When someone says they’re retiring quite often the first question they hear is, “So what will you do on Day One?” For most people they have a clear image of Day One, maybe even Day 1,001. With today’s extended lifespans, a person could be facing roughly 20 or more years in retirement….approximately 8,000 days. Thinking … 8,000 Days of RetirementRead More »

  WIN invites you to this year’s Pennsylvania Women’s Conference,  October 6th from 9 am – 3:30 pm at the Philadelphia Convention Center. Expect to be inspired by world-class speakers; learn practical strategies about leadership, career advancement, and more; ask questions; network; and enjoy 30 days of on-demand breakout session replay. We have pre-purchased 10 … PA Conference for Women 2022Read More »

Are you thinking about a professional certification and don’t know where to start? Then WIN has a session just for you! A panel discussion that will cover the features of career benefits of the CFA, CFP, MBA, and FINRA licenses and how to get started in pursuing one, or more, of these programs. This in-person … Young Professional Career Panel – Professional Designation Alphabet SoupRead More »

Design Thinking is both a mindset and a methodology for creative problem solving. It takes a user-centered approach, builds on the empathy gained by research and data synthesis, and moves into idea generation with the user’s point of view as the basis for a solution. By taking a step back and challenging the “problem” or … Design Thinking Sprint ExperienceRead More »

Please join us for an exciting, interactive, in-person, member-only DE&I workshop with Romaine Wright, M.S., Motivational Speaker. The goal of the workshop is to help attendees recognize unconscious bias, learn what to say and not say, and navigate conversations with ease. Sponsored by Dakota, the workshop’s agenda and activities are designed to increase self-awareness and … BLURT !?%*: Can I Say That???Read More »

Is crypto on its way to becoming a new qualified asset class within portfolios? And what is “crypto” anyway? With so much noise and speculation surrounding the space, WIN is excited to host an  insightful discussion around crypto on May 10 as an expert panel shares their unique perspectives on the growth of the industry, regulation, … Crypto and the future of investingRead More »