SPEAKERS

Join us and learn from some of the nation’s best and brightest investors, whose firms collectively manage over $2 Trillion in assets.

Hear about:

Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO, interviewed Tina Schackman, CFA, Principal, Benefit Financial Services Group. They discussed the pros and cons of leasing vs. buying a vehicle, covering these issues: Decision-making guidelines when making a large purchase Key distinctions between a lease vs. a loan Helpful hints when negotiating the purchase or lease of a vehicle Don't miss the latest podcast series from WISE, covering markets, careers and financial education topics - a hallmark of our Tearing Down the Pink Wall series.

SPEAKER

Do you already have an Estate Plan or need to start from scratch?  Did you know that changes in estate planning law are being considered in 2021?

Women Investing in Security and Education (WISE) will present a seasoned specialist in Estate Planning to bring awareness to the questions that you should ask to help you avoid mistakes when planning a secure legacy for your family.

Join us on August 3 from 5:00-6:15 p.m. PDT when Angela Dailey, Co-President of WISE will interview, Tamsen Reinheimer, attorney at law, who specializes in Estate Planning. After the interview, Tamsen will tell us how she chose her profession, and will tell us about her work that led to the start of managing her own businesses.

Listen to the podcast where Victoria Collins. WISE co-founder speaks to Angela Dailey, WISE Executive Director, about the founding of WISE.  In 1997, a group of women gathered to put on a conference on investing and the rest is history!  Also hear about Victoria’s career journey from a PhD in Psychology into finance.

Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO interviewed Erinn King, CFA, Managing Director, Payden & Rygel. They discussed the bond market and careers.

Erinn R. King, CFA, Managing Director at Payden & Rygel - Fixed Income Professional

Interviewed by Stephanie King, CFA.

Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO interviewed Erinn King, CFA, Managing Director, Payden & Rygel. They discussed the bond market and careers, covering these issues:

Don't miss the first in a new podcast series from WISE, covering both markets and careers - a hallmark of our Tearing Down the Pink Wall series.

Speakers

You can watch the video here

Even though the 2021 tax filing date is almost here, it’s not too late to save on your tax bill, and to plan successfully for next year.

Many folks find taxes very confusing, especially in times of transition.  You are invited to participate with our exclusive WISE panel of two top financial pros to learn how you can save thousands when filing your 2020 and 2021 tax return.

Marilyn Blank, CPA and Evelyn Zohlen, CFP will discuss the following, and allow time for Q&A.  Special moderator will be Angela Dailey, Co-President of WISE.

Biden's Administration:  Stimulus Checks, tax law changes, capital gains.

Retirement Accounts - Maximize your retirement accounts, Roth, IRA,

How has Covid affected your tax returns?  What can we do about it?

Inherited IRA’s - What do beneficiaries need to know??

Spousal support (alimony) - what is tax treatment and how has it recently changed?

Optimizing charitable giving - for those who help charitable organizations.

Working from home?  What’s the advantage taxwise?

You can watch the video here

Ever wonder how rich and famous women reach the pinnacle of their careers? Veronica Dagher, co-creator of the top-rated Wall Street Journal podcast series, “Secrets of Wealthy Women,” has interviewed some of the highest profile women in the world and learned about their life journeys. During this event you will discover:

Don’t miss this fireside chat with Veronica as she shares lessons learned from her guests including actress and author, Ayesha Curry; top tennis pro, Maria Sharapova; and global fashion icon, Rebecca Minkoff.

Bio

Veronica Dagher is passionate about empowering women to take ownership of their finances and maximize their career success. She loves to speak and write about these issues to help women live up to their fullest potential. She is the author of the WSJ ebook, Resilience. As an award-winning senior wealth management and personal finance reporter for The Wall Street Journal, she's written several Page One stories and highest-ranked stories for WSJ.com. Her work has appeared in Barron's, MarketWatch, Yahoo Finance, HuffPost, The New York Times, Ms. Magazine, Newsday, Business Insider, The Guardian, NYMag.com and The Week. She hosts a top-ranked podcast she co-created and co-produces, WSJ's Secrets of Wealthy Women, which was named a top podcast by Thrive Global, iHeartRadio & theSkimm.