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

Ready for a fresh, new approach to managing your money and investments? 

Curious what it is like to let go and lean into a more satisfying financial life? 

Interested in being part of a “safe space” with other women, talking about personal finances?

Join us for our new “Women & Wealth Bootcamp”

Hosted by Caroline Wetzel, CFP®, this training offers practical, jargon-free financial information for women in a judgment-free zone.  Each session is in-person, “Vegas-style” with what’s said in the room, staying in the room.  Caroline will share six tips for financial fitness: strategies all women should consider for growing, protecting, and enjoying their wealth.

Future “Women & Wealth” training sessions will cover:

* Investing for today’s woman

* Rethinking retirement: five financial planning tips for women in their 50s

* Tips for managing new wealth, including mistakes to avoid

Caroline 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/.