Santa Clarita Wealth Advisor Melanie Meyer has big plans for the women of Santa Clarita. This spring, she’ll be kicking off a pilot program for women’s financial education and empowerment. Her purpose? To create a culture of money talk for women. Forget the boardrooms, whiskey and suits usually associated with financial advice — Melanie is serving her little-known tips with a side of wine, wit and wisdom.
“For men, it’s normal — expected, even — to have conversations with friends and colleagues about their finances. They’ll talk about the latest strategies and investments, or they’ll compare rates, and so on,” said Melanie Meyer, a longtime Certified Financial Planner (CFP®) practitioner with Thrivent Financial in Santa Clarita. “But that culture doesn’t really exist for women. They might have a friend or two who they can ‘confide in’ about their financial situations, but it’s not a regular topic of conversation. I want to change that — I want to create a space where we feel safe and excited to talk to other women about money.”
When looking for a group or event that invited women to host consistent, open financial conversations, Melanie came up short.
“It’s just not out there anywhere,” she said. “And it’s not because women don’t want or understand it.”
So Melanie decided to create this space herself. Most importantly, she decided, it would be safe and fun.
“Starting this spring, I’m going to host regular get-togethers, something casual in an intimate space,” she said. “It’ll be an evening of wine, good food, great company, and part of the conversation will be about money.”
Melanie is in the process of developing topic-specific workshops geared toward women, although most topics will be beneficial for both men and women. As she outlines each one of her top strategies, Melanie also will be writing a book to accompany her women-centered speaking series.
“There are so many things women can do for themselves that will help immensely in the future,” Melanie explained of her vision, “and they don’t even know it. I want to share unique strategies for your overall financial plan — the things people may not know.”
Each workshop will build on the previous one, and Melanie plans to host them quarterly. She hopes women will attend regularly, so they can begin to create a network of real, financially versed friends.
“When we look at others who seem to have their finances together, it can seem like magic,” Melanie said. “Well, this is where the magic happens.”
Please note, no products will be sold at any of these events.
About the Jeff and Melanie Meyer Thrivent Financial Office
Santa Clarita Certified Financial Planner (CFP®) practitioner Melanie Meyer is available for speaking engagements and presentations. Jeff and Melanie Meyer of Thrivent Financial provide financial planning in Santa Clarita from their Valencia office. With customized Santa Clarita financial planning, Santa Clarita financial plan creator Melanie Meyer can help you live generously — so you have enough for your family and enough to support charitable giving in the Santa Clarita community. Wealth management is key to help you build your financial future. Jeff and Melanie Meyer’s Thrivent Office offers the guidance you need for business planning, financial education, 401k planning, IRA planning, life insurance, retirement planning, retirement distribution, personal finance planning, investment advice and any other long term financial planning you need. For all your Santa Clarita financial planning needs, contact Jeff and Melanie Meyer, a results-oriented team and your best choice for a Santa Clarita financial planning practice. Set up your complimentary consultation today.
Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Securities and
investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only. For additional important information, visitThrivent.com/disclosures.
Jeff and Melanie Meyer of Thrivent Financial
25350 Magic Mountain Parkway
Valencia, CA, 91355
(661) 799-0230
connect.thrivent.com/pathway-financial-group/
[email protected]
Melanie A. Meyer, CFP® , CLU®
Wealth Advisor
CA Insurance ID 0B16206
Jeff Meyer, ChFC® , CLU®
Associate
CA Insurance ID 0B84871
