During her presentation for Ladies@UX’s Philadelphia chapter, Caroline educated audience members on how to build wealth as a woman and how they can prepare for the coming year.
Tanis Financial Group
Financial Planning to Build Your Dream Life
Press & Media
Caroline has appeared in publications such as Yahoo Finance, USA Today, and a multitude of podcasts featured below — she facilitates corporate presentations and workshops for corporations and their employees educating on a wide variety of financial topics.
Presentations & Workshops
Held in Phoenix, AZ, Caroline served as the opening speaker for Candace Nelson, Founder of Sprinkles Cupcakes™ and a Shark Tank Guest️. During her presentation, Caroline spoke with an audience about getting permission to build wealth.
Caroline is a two-time featured guest for the National Institute of Health, where she offered presentations on Raising Financially Savvy Children and Navigating Financial Stressors.
Looking to book Caroline for your company or organizaiton?
Caroline offers a wide variety of presentation topics, including “Unlocking Wealth: Identifying Obstacles & Cultivating Financial Success”, “Raising Financially Responsible Children”, “Breaking Barriers: Why You Deserve to be a Wealthy Woman”, “Golden Finances: Strategies for Managing Money & aging Parents”.
Featured Articles
Caroline shares her insight into how kids can learn to save by talking about money, securing a strong savings account and setting achievable goals.
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Caroline provides her thoughts on the potential penalties surrounding Certificate Deposit usage.
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Caroline offers her views on the importance of cash and how it enables one to negotiate better deals.
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Podcast Appearances
The Women’s Wealth Boutique official podcast hosted by Jessica Weaver features Caroline in both season 1 and 2. In the season 1 episode, Caroline and Jess unpack what it means to use financial planning to help you build your dream life.
Caroline sits down with host Haley Bond to have a deep conversation about one of her favorite subjects. Money. However for many finances can be a difficult subject to talk about so listen in as Caroline shares ways to overcome this.
On this episode of Fore The Ladies hosted by Abby Liebenthal, she and Caroline discuss investing in your golf game. Ways to improve, and enjoy the game, while also not ruining your financial goals.
For Press & Media Inquiries
Dec. 15h 1-2pm EST National Institute of Health Seminar: How to Raise Financially Responsible Children
Retail Me Not: Buy Now Pay Later: How Easy Money Can Get Kind of Complicated (Read Here)
ShoutOut Arizona: Meet Caroline Tanis CDFA® MBA | Financial Advisor, Strategist, & Speaker (Read Here)
Yahoo Finance: How To Balance Your Lifestyle with Student Loan Payments (Read Here)
MORNINGSTAR: That Birthday Money Has More Value Than You Think: 4 Ways To Help Your Kids Learn To Save (Read Here)
Nasdaq: 4 Ways To Teach Your Kids About Saving Money (Read Here)
Yahoo Finance: The Best Financial Lessons My Parents Taught Me (Read Here)
KNOW Women: Start Scaling Smart: Diversify Your Offerings (Read Here)
Go Banking Rate: How to Balance Your Lifestyle with Student Loan Payments (Read Here)
Apple Podcast: https://podcasts.apple.com/…/her-money…/id1584001862
Google Podcast: https://podcasts.google.com/…/aHR0cHM6Ly9hcHAua2FqYWJpL…
Spotify: https://open.spotify.com/show/3KCWr0Czyws7FScAKGS8aW
Youtube: https://www.youtube.com/channel/UC2z4MnLyaqdqY9uHRMCvGIg
KNOW Women: How to Cultivate Connections (Read Here)
