skillUP | Financial Wellness & Budgeting
- 5 days ago
- 1 min read
Updated: 2 days ago
In this Session, part of our series with Seniors Job Bank, you'll explore how work fits into your broader financial picture, including budgeting, retirement considerations, and healthcare implications such as Medicare and taxes. The session emphasizes informed decision-making rather than one-size-fits-all solutions.
This for you if you are:
✅returning to work
✅pivoting to something new
✅downsizing or seeking more flexibility
Presentation is geared to participants over 50 years old.
Learn from Expert Facilitators
Meet this session's speaker, Caroline!
Caroline Wetzel CFP®, MBA, AWMA®, Caroline is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Private Wealth Advisor with Procyon in Shelton. She has advised hundreds of clients how enjoy their wealth and use their financial power wisely. Caroline has over 25 years of experience in financial services and changed her own career from global corporate executive to fiduciary financial advisor following the same financial wellness and goal setting techniques.
Networking follows this session. Meet with peers and industry professionals in a networking session facilitated by Anne Garland.
To read more on the full series happening throughout April, click here. Or go to our events page to register for an upcoming session!
Series takes place at sponsoring local libraries:
