Getting what you want in life isn’t easy. Once you know what you want, how do you go about getting it? Asking for what you want requires a certain assertive boldness but we are often led to believe boldness is a liability, not an asset. This session will explore both the Power of the Ask … Power of AskRead More »

Women- and minority-owned firms control just a fraction of U.S. investments, and many firms struggle to raise capital largely due to inadequate demand for their investment offerings. However, a growing body of research shows firms offering diverse perspectives in decision making firms stand a good chance of delivering positive outcomes, and clients ultimately benefit from … Investing in Diversity-PostponedRead More »

We had so much fun at the summer social we just had to plan our next event! Join WIN for its first yoga event on Saturday, August 28. Led by WIN member Kerry McCarty, this all-levels class will be held at an outdoor location in Devon, PA and followed by networking and light bites. Spaces … Outdoor Yoga for a Cause-Member onlyRead More »

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 »