CIWM hosts community events on the topics of investments and wealth management.

Dear Fellow WISE Members:

On behalf of our Board of Directors and Advisory Board, we want to wish all of you a wonderful summer holiday, and report on WISE’s activities for the first half of the year. As you are aware, WISE is dedicated to advancing financial literacy f...

I know that one thing we all wish we had more of and that’s TIME.  And really, that’s the ONE thing we all have the same.  No one has more hours in the day than anyone else.  The most important asset or resource one has is really their TIME as we can’t buy more or earn...

Wise Member: Check on this practical, no nonsense advise on your finances. It is brought to you by a local financial advisory firm, Beacon Pointe. It is free, you just have to sign up! getthesense.com

WISE®, is a 501(c)(3) philanthropic educational organization that provides opportunities to educate women and girls on investing and personal finance. Evelyn Zohlen did a fabulous job teaching the girls about the advantages and disadvantages of securing credit, and for...