WISE ANNUAL REPORT












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Annual Report 2020 Final 052421.pptx
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Girl Scouts 2020
Girl Scouts 2020

WISE hosted "Cookie University" attended by scouts ages 13 to 16.  The focus was financial literacy - setting life goals, budgeting and the fundamentals of investing.  WISE also hosted “Cookie Plan” for the younger scouts - ages 5 on up!  More than 300 scouts passed through our room.  What a great day!

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WISE Board Members
WISE Board Members

WISE board members and advisory board members who were in town, met to celebrate being named Outstanding Philanthropic Group Honoree for Orange County’s 2021 National Philanthropy Day (NPD)! A great time was had by all!!

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Another successful event!
Another successful event!

On July 28, WISE hosted a virtual event that reached participants across the country – a first for our WISE family! Close to 300 signed up to hear Consuelo Mack, host of PBS’s WealthTrack, reveal the best advice she has gleaned from decades of interviewing legendary investors. Read more >

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