Wellness Wednesday: Best Practices for Your Personal Finances and Taxes

It’s everyone’s favorite time of year - tax time! Don’t miss out on this Wellness Wednesday Workshop where experts at Corient will share 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 members have free access to Savology, a modern financial literacy and planning tool. Sign up here for a free Savology account. 

About our Speakers

Tenley Desjardins, CPA, PFS, CFP® is an Associate Partner and Wealth Advisor in our Charlotte, NC office. Prior to joining Corient, she worked for EY tax serving high net worth individuals and business owners. Tenley is a proud University of South Carolina graduate, a CPA, and CFP™ professional. Since joining Corient, she has focused on working with women in the dental and aesthetics industries. Outside of the office you can find her reading a good book with her husband and her two cats.

Thomas Farmer, CFP®, CEPA, C(K)P® is a Partner- Wealth Advisor at Corient. He has a background in 401(k) plan consulting, Exit Planning and is a CERTIFIED FINANCNAL PLANNINGTM professional. He is privileged to serve private practice business owners, as well as doctors and executives at DSOs and large group practices. Thomas is originally from Atlanta, GA and lives in Charlotte, NC. He and his wife have two amazing children, a daughter and a son.