Financial Planner Melanie Meyer Announces Big Plans for Women and Their Money

 Join us Thursday, June 14 at Double Trouble Wine Room, featuring Hoi Polloi and Pagter Bros. Wineries at 5 p.m. to 7 p.m.
Certified Financial Planner Melanie Meyer has big plans for the women of Santa Clarita. This spring, she kicked 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 financial planner with Thrivent Financial in Santa Clarita. “But that culture doesn’t really exist for women. I wanted to change that — I am creating a space where we feel safe and excited to talk to other women about money and our own security.”
When looking for a group or event that invited women to host consistent, open financial conversations, Melanie came up short, so Melanie decided to create this space herself.
“I’ll continue 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 has developed topic-specific workshops geared toward women. She will include much of her top strategies in the book that she is currently working on.
“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 an overall financial plan — the things people may not know.”
Each workshop builds on the previous one, and Melanie plans to continue to host them quarterly.
“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.”
Melanie Meyer is available for speaking engagements or presentations on women’s financial education and empowerment, as well as other timely topics including the new tax plan. 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.
Contact Jeff and Melanie Meyer at 661-799-0230 to setup your complimentary consultation.