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Executive Exit Strategy: What Every Woman Should Consider in the First 90 Days
After years of working with highly successful women in powerful executive roles, we at The Wealth Cafe have seen how meticulous they can be in what they plan for. They plan their days, teams, objectives, presentations, and so much more, but what they don’t plan for is leaving the C-suite behind. It isn’t their fault; they just never received the proper guidance. So, if you’re a woman in an executive role, this episode is for you. We’ll be breaking down the most critical 90 days of your financial life, as you embark on your executive departure and start planning for your next chapter of life!
What we’ll cover:
✅ Importance of the first 90 days.
✅ Mistakes to avoid.
✅ How to handle equity, compensation, pension & benefits.
✅ What HR won’t tell you.
Don’t wait before it is too late. Making sure to map this all out with your financial team can go a long way in preparing you for this transition. Starting to gather documents and building out a plan 12 to 18 months beforehand is the best first step. Clients we’ve worked with who started modeling earlier, rather than later, saw a seamless transition and started living their golden years to the fullest on their terms.
☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!
🔍INSTAGRAM: / / https://www.instagram.com/tanisfingroup/
LINKEDIN: / / https://www.linkedin.com/in/caroline-tanis/
YOUTUBE: / / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w
BLOG: / / https://tanisfingroup.com/blog/
------------
🔗CONNECT
Website: https://tanisfingroup.com/
Email: [email protected]
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By Caroline TanisAfter years of working with highly successful women in powerful executive roles, we at The Wealth Cafe have seen how meticulous they can be in what they plan for. They plan their days, teams, objectives, presentations, and so much more, but what they don’t plan for is leaving the C-suite behind. It isn’t their fault; they just never received the proper guidance. So, if you’re a woman in an executive role, this episode is for you. We’ll be breaking down the most critical 90 days of your financial life, as you embark on your executive departure and start planning for your next chapter of life!
What we’ll cover:
✅ Importance of the first 90 days.
✅ Mistakes to avoid.
✅ How to handle equity, compensation, pension & benefits.
✅ What HR won’t tell you.
Don’t wait before it is too late. Making sure to map this all out with your financial team can go a long way in preparing you for this transition. Starting to gather documents and building out a plan 12 to 18 months beforehand is the best first step. Clients we’ve worked with who started modeling earlier, rather than later, saw a seamless transition and started living their golden years to the fullest on their terms.
☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!
🔍INSTAGRAM: / / https://www.instagram.com/tanisfingroup/
LINKEDIN: / / https://www.linkedin.com/in/caroline-tanis/
YOUTUBE: / / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w
BLOG: / / https://tanisfingroup.com/blog/
------------
🔗CONNECT
Website: https://tanisfingroup.com/
Email: [email protected]