May 29, 2024

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Apr 26 | Financial Planning Boot Camp: Develop Your Financial Fitness Plan

2 min read
Apr 26 | Financial Planning Boot Camp: Develop Your Financial Fitness Plan

All set to consider your economic health and fitness up to the future amount of wellness? Tune into this Money Setting up Bootcamp sequence hosted by the New Haven Community Library and Ives Squared and provided by Caroline Wetzel CFP

In excess of four teaching webinars, Caroline coaches you on individual money organizing fundamentals. You will understand various tactics in just about every session. Attend all 4 sessions to reward from comprehensive conditioning so that you can enhance your money health and fitness, accomplish your financial plans, and enhance your economic wellness today and above time!

In this 2nd session, we will:

  • Evaluation monetary effectively-being
  • Introduce individual monetary organizing
  • Practice placing fiscal ambitions
  • Highlight tactics that you can use to create a economic conditioning strategy that functions for you

Approaching webinars will cover different topics that complement this 2nd session. They are:

This system will be on line only! Sign up for the zoom April 26 from 12-1pm here:


Caroline Wetzel, CFP® is Vice President, Personal Wealth Advisor at Procyon Associates and co-founder of the Females Possessing their Prosperity (WOW) Collaborative. She has worked in economical products and services in the U.S. and abroad for over 20 a long time and commenced specializing in wealth administration for affluent multi-generational people in 2015. Caroline earned a B.S. in coverage examination and administration at Cornell College and an MBA in finance and state-of-the-art certification in marketing and advertising from the College of Connecticut Faculty of Organization. She holds the Licensed Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®) designations and, also, is a experienced mediator. Caroline enjoys producing content articles on own finance and has been published by Kiplinger and other media. For much more information and facts, verify out Caroline Wetzel, CFP® on the net: Fb | Instagram | LinkedIn | Corporation Web site

Procyon Advisors, LLC is a registered investment decision advisor with the U.S. Securities and Exchange Commission (“SEC”). This written content is provided for informational functions only and for the supposed receiver[s] only. This written content may possibly also contain opinions and forward-hunting statements which might not come to pass. Details is at a position in time and subject to transform. Procyon Associates does not deliver tax or lawful suggestions

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