Menu
Join industry expert, Caroline Wetzel in the last installment of this series!
In this session, Caroline Wetzel will answer the questions,
This program will be ONLINE ONLY
Join the zoom here: https://us02web.zoom.us/webinar/84418784502
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. She earned a B.S. in policy analysis and management at Cornell University 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®), Certified Divorce Financial Analyst (CDFA®) and Accredited Wealth Management Advisor (AWMA®) designations and, also, is a trained mediator. Caroline writes articles on financial health that have been published by different media including Kiplinger, NerdWallet, and Natural Nutmeg Magazine.
AGE GROUP: | Adults (18+) |
EVENT TYPE: | Virtual Program | Ives Squared | Education and Lifelong Learning | Economic Development and Nonprofits |
TAGS: | Retirement | Investments | investing | Future Planning | Financials | Financial Planning | Financial Literacy | Financial Health | Finances |
The Ives Main Library, designed by renowned architect, Cass Gilbert in 1911, is a cornerstone of the historic New Haven Green. The facility is a community treasure and features unique design details, including several WPA-era murals. Ives is open 54 hours a week, Monday-Saturday, and houses major public service departments for children and teens as well as adult reference, a computer tech center and Ives Squared, a newly renovated space for innovation and entrepreneurship.
2019 Recipient of National Medal for