It’s that time of year and the WIN holiday social is here! Please join your fellow WIN members as we come together to celebrate the season, reflect on 2021 and look ahead to 2022. The WIN holiday social brings WIN members together to celebrate the season. Registration for this event you must have a current … Annual Holiday Social-Member onlyRead More »

With the pandemic impacting our personal lives, the markets and the economy, now is a time us to reflect on 2021 and reposition for the year ahead. We are excited to host a panel discussion covering key topics such as income and equality, inflation, supply chain disruption, and what could be in store as we … Looking back on 2021 and ahead to 2022Read More »

The Pennsylvania Conference for Women is a non-profit, non-partisan, one-day professional and personal development event for women that features more than 100 renowned speakers sharing inspirational stories and leading seminars on the issues that matter most to women, including health, personal finance, executive leadership, small business and entrepreneurship, work/life balance, branding and social media marketing, and more. … 2021 Virtual Pennsylvania Conference for WomenRead More »

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 »