Session: Give Yourself a $940,000 Raise
The goal behind this workshop is to give participants actionable tools to help close this $940,000 wealth gap that women face versus men during a 40-year traditional career. A number that only grows if women take more time off, find themselves as caregivers, or change careers which as we know happens quite frequently.
Bio
Caroline Tanis, CDFA ® ️ is lead financial advisor and founder of Tanis Financial Group where she and her team focus on helping their clients build their desired lifestyle. She works primarily with highly ambitious women and their families to create a financial plan. Caroline helps her clients determine their goals and future lifestyle in order to build a plan specific to them. Utilizing estate, retirement, trust, investment planning and more Caroline is able to bridge the gap between where clients are now and where they want to get to.