In all markets, but especially during periods of volatility, investors can let their worries and fears drive their decisions. The intensity of these emotions and disconnection from rational thought can cause investors to make changes to their portfolios that negatively impact their long-term outcomes. Join us to learn how tapping into behavioral finance can help (more…)

Exchange Traded Funds (ETFS) have captured advisors’ and investors’ attention and their assets.  ETFs have exploded in the past decade to reach over $5 trillion globally in assets under management growing on average by 24% year after year.  How have they evolved since they became available?  Come to this educational session to learn abut industry (more…)

That the Tax Cuts and Jobs Act of 2017 will have long-reaching effects on the economy is certain.  However, policymakers, corporations, and individuals are still sorting out what those effects will be. For perspective on what could be ahead for the economy, as a result of the U.S. as well as global tax reform, come (more…)

Event Phone: 610-688-5800

Since the time cave-dwellers gathered around fires, people have used stories as a way to pass down knowledge and experience. Storytelling techniques have evolved just as human have. But the “stickiness” of stories stays true. Learn how to put the power of stories to use on April 26, as WIN members explore ways to craft and (more…)

Whether you want to step into a formal leadership role or simply want to take the lead to get something done, relationships are the key to accomplishing your goal. But making connections or knowing how to influence outcomes can be mystifying. At WIN’s March 28 meeting, leaders from Lincoln Financial Group share their strategies to connect with (more…)

Sold Out – please email [email protected] for wait list. Negotiating is a necessary skill for our individual careers and for closing the gender gap. Yet many of us are not sure where to start. During this session, we will share four ways to get started. Negotiations drive decisions and impact outcomes. They are a part of (more…)

Event Phone: 610-688-9463

Join WIN members at the Annual Holiday Party on Tuesday, December 5  The holiday season is the perfect time to celebrate your professional and personal accomplishments for 2017 and look ahead to where you want to go in 2018 and beyond. Attending the WIN Holiday Party at Fleming’s Radnor is a great way to do (more…)

What is Blockchain?  Why are people talking about it?  What are the opportunities for Investors?   If you are asking yourself, “What is Blockchain?”, you are not alone!  Please join Women in Investing as we explore this cutting-edge topic with 2 industry experts.  Tom Alex, Meradia Group will demystify and help us understand the underlying (more…)

Join WIN on October 26, 2017  for a social gathering at Play a Round of Golf, where you will enjoy an evening of Italian food, wine and music accompanied by a round of virtual indoor golf. Course simulators will take players through a few holes at the actual Tuscan Reserve golf course found in Naples, Florida. No prior golf experience, plaid (more…)