Introducing...The Wealth Cafe ??
Caroline Tanis, CDFA?MBA
Helping executive women and their families use financial planning to build their dream life| Financial Advisor & Corporate Workshop Facilitator
You may have noticed things have been a little quiet around here. That's because we have taken some time to brew up something exciting (pun intended).
Introducing: The Wealth Cafe
The Wealth Cafe was created to be a place where women and their families can get a wide variety of knowledge and resources to help build their dream life. Over a cup of coffee (or tea if that's what you prefer) we are going to be deep diving into everything from required minimum distributions, to health costs in retirement, to your dream vacation, and everything in between.
Our "doors" are officially opening July 30th, 2024
We say "doors" because for now The Wealth Cafe is going to be a virtual platform and community. But we have some pretty big plans and ideas for the future (as Gen Z would say that's all the tea I can share for now).
So here is what you can expect from us each month:
Tuesdays: Every Tuesday we will be going live here on LinkedIn.
Wednesdays: Recording of our live event will be available on our YouTube channel
Thursdays: To make sure you don't miss a moment we will be delivering this weeks video, commentary, and other insights right to your inbox
Guests: We are thrilled to already have an AMAZING lineup of guests who will be appearing now and then to give their insights and expertise on a wide variety of topics
Shots of Espresso: Every once in a while we need that little extra pick me up. That's why we will have short videos debuting throughout the month on our YouTube creatively called "Shots of Espresso"
What comes next-
Stay tuned next week as I share more insights to what you can expect from The Wealth Cafe
For now, we would love it if you can subscribe to our YouTube Channel using this link: https://www.youtube.com/@tanisfingroup
CEO and Founder, Marketing, Training and Social Media for Legal and Financial Professionals | Podcast Host
4 个月This seems truly valuable. Thank you for sharing your resource, Caroline Tanis, CDFA?MBA!