Company nights
Firm culture, career paths, client work, and optional networking with professionals.
Fall 2026
A semester of firm visits, client case studies, recruiting preparation, and community—designed to turn curiosity into practical experience.

The event mix
The calendar gives members industry context, practical reps, and enough informal time to build real relationships.
Firm culture, career paths, client work, and optional networking with professionals.
Client scenarios guided by practitioners with CFP, CFA, CRPC, AEP, and related experience.
Recruiting preparation, internships, technical practice, and candid advice from peers and firms.
Lower-pressure time to meet members, bring a friend, and build relationships outside formal meetings.
Opening three
The first three programs introduce WMSO, share peer recruiting perspective, and bring members into direct conversation with the industry.
Information
Professional
Professional
Complete schedule
Professional programming, applied case work, recruiting preparation, and community moments across one semester.

More than a meeting
WMSO brings together company conversations, client case work, investment practice, mentorship, and genuine friendships. Members learn how the profession works while finding people to grow alongside.
Explore membership