Upcoming Events

  • June 17, 2021
    4:30 pm - 6:00 pm

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 (more…)


  • July 20, 2021
    2:30 pm - 7:00 pm

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. Play nine holes, choosing the golf experience that matches your interest level – participate (more…)


  • August 1, 2021
    4:30 pm - 6:00 pm

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. (more…)


  • September 28, 2021
    4:30 pm - 6:00 pm

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 (more…)


  • October 14, 2021
    4:30 pm - 6:00 pm

Alyssa Quintana, Head of Organizational & Leadership Development and Francesca Gonzales, Organizational Development Associate at FS Investments will lead a workshop on intentional leadership and turning self-awareness into self-management. Key topics include better understanding our drives and motivations, ability to adapt, and how we can lead by example. Event date and additional information forthcoming. (more…)


  • November 8, 2021
    4:30 pm - 6:00 pm

The 2022 Economic Outlook is an opportunity to learn about global economic trends and examine the factors that will likely impact growth over the upcoming year.  Panel featuring Milton Ezrati, Forbes Contributor, author, Chief Economist of Vested,  Lara Rhame, Chief US Economist, FS Investments, Jason Pride, CIO, Glenmede,  Anujeet Sareen, CFA, Lead PM Global Fixed (more…)


  • November 10, 2021
    5:30 pm - 8:00 pm

Resilience is what gives us the coping mechanisms to deal with stress. Some argue that resilience is a quality found in all top leaders. Is this a trait that organizations can help develop? Do we need to look for this in recruits? How do ordinary people demonstrate resilience? Event date and additional information forthcoming. (more…)