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Imagine entering the new year with a clear plan for your investments and taxes—a plan that puts you ahead financially, helps you save more, and ensures your money works harder for you. This workshop is your chance to make that happen.
Invest Smarter, Save on Taxes: Your 2025 Financial Plan Workshop
90-min workshop
READY TO START LEARNING
In just 90 minutes, you'll walk away with a personalized investment strategy and actionable tax-saving methods to help you maximize your returns in 2025. Together, we'll set the foundation for your financial goals so you can approach the new year with clarity, confidence, and purpose.
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If you nodded yes, you're not alone—and this workshop is designed with you in mind.
You’re overwhelmed by the sheer number of investment options and don’t know where to start.
You’ve started investing but worry you’re missing out on strategies to lower your tax bill.
You want a clear financial plan but can’t seem to find the time to create one.
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Get simple, actionable steps to start building wealth, even on a busy schedule.
Learn tax-smart techniques to make the most of your investments.
Get clear, step-by-step guidance to create a goal-focused investment plan.
You Will:
By The End of This Training
In this 90 min training, I’ll help you map out a clear, tax-smart investing strategy for 2025.
Saturday, December 28
11:00 AM CST
Join Invest Smarter, Save on Taxes Workshop
ONE-TIME PAYMENT
$67
Enroll Now
"Living in New York with so many taxes, I struggled to find a way to improve my finances. After working with Caroline, my take-home pay didn’t change, but now the money that used to go to taxes is being invested. It feels great to finally make progress and plan for the future"
Evaline
Brooklyn, NY
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Hi, I’m Caroline, a personal finance coach who’s passionate about helping people like you build wealth through smart investing.
I know how confusing and overwhelming investing can feel. But I also know how transformational it is when you have a clear plan. That’s why I created this workshop—to help you take control of your finances with straightforward strategies and tools that work.
Whether you're a beginner or an experienced investor looking to refine your approach, this 90-minute workshop will give you the clarity, confidence, and actionable steps to create lasting financial security.
Let’s make 2025 your most financially successful year yet. I can’t wait to see you in the workshop!
Caroline
A note from...
Saturday, December 28
11:00 AM CST
Invest Smarter, Save on Taxes
Workshop
ONE-TIME PAYMENT
$67
Enroll Now