WRISE Philadelphia October Meetup!
About this Event
You’re invited to WRISE Philadelphia’s October in-person meetup at the AES Corporation in downtown Philly!
This is your opportunity to learn more about the chapter while enjoying an evening of practical financial insights and meaningful networking with women across Philadelphia’s energy and sustainability community. Plus, we’ll be offering complimentary professional headshots on-site!
Here's a quick agenda:
- 5:30-6:30: Networking and optional headshots
- 6:30-7:30: A finance workshop for women in energy (virtual option as well!)
During the presentation, you will learn:
- Strategies for turning strong-income years into long-term financial security.
- Planning for retirement beyond pensions or savings plans.
- Protecting income and preparing for career transitions.
- Tax strategies for business owners, contractors, and high earners.
- Making confident financial decisions at every career stage.
About the Speaker:
Caroline Tanis, CDFA is a leading advisor and founder of Tanis Financial Group, where she and her team focus on helping clients build their desired lifestyle. She is a 2x best-selling author, host of The Wealth Café podcast, and international speaker. Caroline primarily works with executive women and their families to help them create a financial plan. Caroline helps her clients determine goals and future lifestyle in order to build a plan specific to them. Utilizing estate, retirement, trust, investment planning, and more, she bridges the gap between where clients are now and where they want to be.
Space is limited so please RSVP via this Eventbrite registration!
For your convenience, the presentation will also be provided virtually. To view, just join the Zoom for a 6:30 PM start: https://us02web.zoom.us/j/82611646766?pwd=BVIjMbpobUiWCPaB8bOvhr4iJh40wH.1
We look forward to connecting with you!
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
