With the pace of modern business, change is happening faster than ever and has become a mainstay of corporate life. Organizations with effective change management practices are 3.5 times more likely to outperform their peers, and you have an essential role to play in both managing and leading change.  It’s during these times that (more…)

Over the past two years, funds with an intentional ESG mandate increased by 42% for a total of 273 funds as the industry competes to access the next generation of wealth.* As an array of options hit the market, we can benefit from gaining a deeper understanding of the ways to maximize investment returns as well (more…)

  Catch up with friends and make new contacts during a highlight of WIN’s schedule, our Summer Social.  A WIN member will open her lovely home in Wayne to WIN members once again, providing the perfect backdrop for the festivities. As always, bring your appetite, as there will be a delicious array of food and beverages (more…)

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…)