Traditional savings accounts often do not provide sufficient growth potential to help consumers attain their financial goals and objectives, such as a comfortable retirement, a vacation home, a trip around the world, or a child’s post-secondary education. Yet, many people are intimidated by the idea of investing because they are concerned about market volatility or don’t know where to begin. This session will provide you with the essential knowledge and skills you need to make the investment decisions to secure your financial future.
Presenters:
Sandra Hill, Vice President Fidelity Investments
Jordan Peterson, Vice President Fidelity Investments

We're all feeling the effects of inflation, especially small business owners. In this session, we will discuss the effects of inflation on small businesses in Utah, as well as go over tips for starting a business during inflationary periods or weather the storm if your small business is already off the ground. The next steps in your entrepreneurial journey are within reach, as you gain access to resources and support, expand your network, and learn from good examples.
Presenter: Connie Kandas-Yengich, Women’s Business Center of Utah

You want to keep your spending under control, but inflation and rising prices are busting your budget. You’re worried that you have less money towards saving, investing, debt repayment or long-term financial goals. Higher prices mean you need to be more strategic about how you can stretch your income. Join us to learn about how to budget for periods of higher inflation and focus on what you can control to help you rethink the way you spend and find ways you can save and stay on track.
Presenter: Vincenza Vicari-Bentley, Utah State University Empowering Financial Wellness Program Coordinator

Turn on your camera for this interactive, virtual workshop. You will be empowered with the knowledge, skills, and confidence to negotiate your salary and raises.
Presenter: Cassie Whitlock, Bamboo HR Human Resources Director

Investing is a key component of financial security, yet people may feel overwhelmed by the choices and jargon involved. The primary step to investing is establishing a financial plan that takes into consideration your unique goals and objectives. After establishing a financial plan, the second step is to decide how to implement your investment strategy. With some background information, investing can become a natural and even enjoyable part of one’s wealth management plan. In this workshop, you will learn about the second step of investing: how investing fits into a financial plan, the key components of investing (asset allocation, vehicle selection, portfolio construction), a deeper dive into each key component, and additional resources.
Presenter: Heather Knight, Fidelity Investments

Homeownership is a pillar of wealth-building and family stability; however, current trends in the economy and real estate market raise some daunting challenges to hopeful first-time homebuyers. We'll discuss practical strategies for achieving homeownership in this environment.
Presenters:
David Damschen, Utah Housing Corporation
Deon Spilker, Utah Housing Corporation

Secure your future and the future of your loved ones by planning for the unspeakable. Learn what estate planning consists of so that you can ensure your wishes are followed and your assets distributed to the people or charities you wish. Learn "hacks" and DIY ways to direct your wishes.
Presenter: Cathleen C. Gilbert, Attorney

Turn on your camera for this interactive, virtual workshop. You will learn how to prepare and develop a family budget with your financial goals in mind, putting you in total control of your money.
Presenter: McKenzie Walsh, AAA Fair Credit Foundation

Credit is an important part of your financial power. Today’s economy runs on credit. Your credit score plays a significant role in getting mortgage for a house, renting an apartment, and purchasing a car. During this session, you will learn about the 5 C’s of credit and how to earn and maintain a solid score.
Presenter: Aubrey Livas, U.S. Bank

Whether you are returning to work after a career break or just looking for your next role, many women want part-time, flexible, hybrid, or remote jobs. The world of work has been completely transformed by the pandemic, and there are more opportunities to work remotely or flexibly than ever before, yet these roles can still be hard to find. Don't give up! There are many specific strategies and tactics you can use to find jobs (or negotiate changes to your current job) that will work for your specific circumstances. In this workshop, we will explore the variety of different working situations available in today's market, and discuss how to work in a way that meets our employers' needs as well as our own. Join us for a practical, resource-filled workshop focused on work environments in 2022 and beyond.
Presenter: Robbyn Scribner, Tech-Moms

An educated consumer is a fraudster’s worst nightmare. During the session, we will discuss fraud trends in the state of Utah, red flags, and tips to detect financial fraud, so as a consumer and investor, you are empowered to protect yourself.
Presenters:
Francswai Grayson, Utah Division of Securities
Daniel O’Bannon, Utah Division of Consumer Protection

Turn on your camera for this interactive, virtual workshop. Insurance plays a significant role in protecting your financial future. Being aware of the types of insurance available and how they work can have a major impact on the price you will pay to be covered. During this workshop, we will discuss the types of insurance on the market—what you really need, what you really don’t, and how to choose the right policies that will protect your lifestyle, assets, and property.
Presenter: Jenie Connors, Utah Financial Planning Association, Board of Directors-Chair

Explore a variety of options to plan your financial road map for the cost of higher education. In this workshop, we will explore an overview of my529, Utah’s educational savings plan, how to find scholarships, ways to get college credit in high school, reasons to complete the FAFSA, and more.
Presenters:
Jeannette Hernandez Heltman, Utah College Advising Corps
Jenny Sass, my529 Utah Educational Savings Plan

How do we really learn about money? What is your money personality type? Do you ever wonder why you buy certain items? Come learn more about how these money decisions are part of your background and ways to transform your future financial goals.
Presenter: Jenny Allen Ryan, University of Utah Office of Scholarships and Financial Aid

Life is a maze when you or a family member have a disability and are trying to manage finances. If you want to get a job, where do you go? How much money can you make? How much money can you have? Can you save any money? If you have ever had any of these questions, this presentation is for you. Experts from Utah Work Incentive Planning Services will share information on resources for individuals with disabilities.
Jolene Wyler, Utah Department of Workforce Services

Turn on your camera for this interactive, virtual workshop. We will discuss everything from account types, tax strategies, and portfolio allocation to help you take the next step toward growing your money and planning for the future.
Presenter: Monica Allen, Wells Fargo Financial Advisor