2026-06-25T00:00:00-07:00
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Unlock financial smarts and build your wealth game with The Wealth Playbook for Women in STEM!

In this session, you’ll learn about:

  • Turning income and equity into long-term wealth
  • Tax planning strategies for equity compensation and bonuses
  • Retirement planning beyond traditional retirement accounts
  • Protecting and growing your wealth over time
  • Making confident financial decisions throughout your career

Our speaker,  Caroline Tanis, CDFA, is the founder and lead financial advisor of Tanis Financial Group. She is a two-time bestselling author, host of The Wealth Cafe podcast, and an international speaker. Caroline specializes in helping executive women and their families create personalized financial plans through investment, retirement, estate, and trust planning.

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