Women & Wealth Bootcamp: 6 Tips for Financial Fitness with Caroline Wetzel

Life’s twists and turns often prompt us to reevaluate our financial strategies. Whether it’s a professional shift, retirement, personal loss, or adjusting to an empty nest, this bootcamp series addresses the unique needs of women facing these changes. Recognizing the evolving social landscape and the likelihood of being solely responsible for finances, we aim to provide tailored insights and solutions.

Objectives of the Session:

• Introduce Six Financial Strategies: Learn key financial strategies that every woman should be aware of.
• Real-Life Success Stories: Discover how other women have utilized these techniques to optimize their financial health, moving from “financial now” to “financial wow.”

Key Takeaways:

• Beyond Today’s Budget: Explore spending, savings, and debt management strategies applicable at every age.
• Investing in You: Gain insights into prioritizing your investments for a secure financial future.
• Planning for a Fulfilling Future: Learn how to set yourself up for financial success and freedom, ensuring protection for what matters most.

This Women & Wealth Bootcamp promises to be an engaging and informative session, providing you with the tools to navigate financial changes confidently. Join us for a day of empowerment, education, and networking.

About the Presenter

Caroline Wetzel, CFP® advises clients how to use their wealth wisely as they navigate changes like retirement, longevity, and life after loss of a loved one.  She has helped thousands of women improve their relationships with money.    Why women?  Women now control more than 60% of personal wealth in the US.  And Americans are living longer than ever, with women typically living longer than men.  With volatile markets and health care costs rising rapidly, women have unique financial needs requiring special attention.

Caroline is a Vice President, Private Wealth Advisor with Procyon Partners, LLC (“Procyon Partners”) a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://www.procyonpartners.net/.