Wellness Wednesday: Best Practices for your Personal Finances and Taxes

Published on February 20, 2025

Don’t miss out on this Wellness Wednesday Workshop where experts at Corient shared best practices for your personal finances and taxes.

Whether you are new in your career or heading towards retirement, learn tactical strategies you can put in place today to practice well, live well, and retire well. This interactive session will review:

  • Financial planning strategies for reducing your tax burden this year
  • Mistakes to avoid when investing
  • Insights into saving and preparing for retirement

Women in DSO paid members have complimentary access to Savology, a modern financial literacy and planning tool. 

 

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