Event Details

Are you contemplating or managing changes in your life, and do you want to be strategic about your finances? This lunch and learn is for you!

Caroline Wetzel ’99, Vice President, Private Wealth Advisor at Procyon Partners will highlight financial tips for navigating life, business, and career transitions, with a special focus on women. Participants will:
-Learn five financial tips for navigating dynamic times
-Be introduced to Caroline’s “5Bs” for transitioning professionals.

Event Details:
Date: Thursday, June 16, 2022
Time: 12:00 – 1:00 p.m.
Location: online
About Caroline:

Caroline Wetzel is a Vice President and Private Wealth Advisor at Procyon Partners and co-founder of the Women Owning their Wealth (WOW) Collaborative. Caroline has worked in financial services in the U.S. and overseas for over 20 years and began specializing in wealth management for affluent multi-generational families in 2015. Caroline earned a B.S. in policy analysis and management from Cornell’s College of Human Ecology and an MBA in finance and advanced certification in marketing from the University of Connecticut School of Business. She holds the Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®) designations and, also, is a trained mediator. Caroline enjoys writing articles on personal finance and has been published by Kiplinger https://www.kiplinger.com/authors/caroline-wetzel and other media. 

 

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