Hosted by the Utah Financial Empowerment Coalition in partnership with the Utah Office of State Treasurer and the Utah Department of Financial Institutions

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  • Participate in the conference online. Choose from live-streamed sessions or virtual-only workshops designed specifically for virtual attendees.


*Note: If you have a coupon code, please select an option above and enter your code at the bottom of the form.


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Sessions

Please choose the four workshops you will be attending. 

Workshop 1 (Select One)*

  • Investing 101: Kickstart Your Journey to Financial Empowerment and Wealth Building

    Investing 101: Kickstart Your Journey to Financial Empowerment and Wealth Building

    Kickstart your investment journey and learn the essentials of investing, including key investment concepts, types of investments, and strategies to build a solid financial foundation. Join Annie Pikula, Vice President, and National Investor Center Leader at Fidelity Investments and gain the confidence and knowledge to take control of your financial future and grow your wealth.

    Speaker: Annie Pikula, Fidelity Investments


  • Conquering Credit:  Making Credit Work for You

    Conquering Credit: Making Credit Work for You

    Discover how to make credit work for you in "Conquering Credit"! Learn the essentials of building, maintaining, and improving your credit score. Whether you're planning to buy a home, start a business, or boost your financial health, this workshop offers the strategies and insights you need to harness the power of credit and achieve your goals.

    Speakers: Lindsay Bailey, US Bank
    Katie Wakkuri, US Bank


  • Budget Brilliance: Fun and Effective Financial Planning Strategies

    Budget Brilliance: Fun and Effective Financial Planning Strategies

    Every successful journey begins with a plan, and your financial journey is no different! Learn how to turn financial management into an enjoyable and interactive process with world-class strategies to help you manage your money, set and achieve your financial goals, and build the future you desire.

    Whether you're saving for a dream vacation, eliminating debt, or aiming for financial freedom, this workshop will provide you with the tools and inspiration to master your finances.

    Discover the secrets of budgeting brilliance and transform your financial outlook with practical, fun, and empowering techniques used by financial experts worldwide.

    Speaker: Heather Record, America First Credit Union


  • VIRTUAL EXCLUSIVE - Tax Savvy: Mastering Essential Tax Strategies

    VIRTUAL EXCLUSIVE - Tax Savvy: Mastering Essential Tax Strategies

    Equip yourself with the knowledge and tools to navigate the complexities of taxes in this interactive workshop. We'll cover a variety of tax topics, from retirement planning and small business tax implications to managing deductions across different life stages. You'll gain practical tax strategies and valuable insights and have the opportunity for open Q&A.

    Speaker: Susan Speirs, Utah Association of CPAs


Workshop 2 (Select One)*

  • Investing 201:  Building and Diversifying for Long-Term Wealth

    Investing 201: Building and Diversifying for Long-Term Wealth

    Enhance your investing expertise in this interactive workshop. Dive into strategies and tools to expand your portfolio, diversify your investments, and make informed decisions for long-term wealth growth.

    Speaker: Reese Hulbert & Jennifer Valle, Wells Fargo


  • Barbie's Dreamhouse: 4 Steps Stereotypical Barbie Takes to Buy a Home

    Barbie's Dreamhouse: 4 Steps Stereotypical Barbie Takes to Buy a Home

    Ready to turn your home-buying dreams into reality? This interactive workshop will take you through the four essential steps to owning your very own Barbie Dreamhouse!

    Learn how to navigate the world of homeownership with confidence. From understanding affordability to securing a mortgage, we'll provide you with the tools and tips to make your dream home a reality. Whether you're a first-time buyer or looking to upgrade, this workshop will help you take control and make informed decisions every step of the way.

    Speaker: McKenzie Walsh, Utah State University Extension


  • Wills & Trusts: Securing Your Legacy and Protecting Your Future

    Wills & Trusts: Securing Your Legacy and Protecting Your Future

    Wills and estate planning are essential at any age. Most of us have property we want to pass on to our family, friends, and loved ones. This interactive workshop is designed to help you understand how to transfer your assets according to your wishes.

    It's crucial to have your legal affairs in order to protect yourself and your loved ones. Any major life change is an opportunity to reassess and protect your assets and family.

    Speaker: Alan K. Ormsby, AARP


  • VIRTUAL EXCLUSIVE - Zero-Based Budgeting Zen

    VIRTUAL EXCLUSIVE - Zero-Based Budgeting Zen

    Discover the art of intentional spending to create Zen with your budgeting process. By the end of the workshop, you'll be equipped with the tools and mindset needed to create and maintain a zero-based budget that truly reflects your values and goals.

    Speaker: Vincenza Vicari-Bentley, Utah State University Extension


Workshop 3 (Select One)*

  • Explore Your Wealth Shadow Stories

    Explore Your Wealth Shadow Stories

    During this interactive workshop, we will explore the depths of your subconscious with the immersive game, "The Way: Redefining Your Health, Wealth, and Wisdom."

    This session offers a unique opportunity to explore the narratives that shape your perceptions and decisions, unlocking the hidden stories that influence your life.

    Through interactive gameplay, you'll embark on a journey of self-discovery, gaining insights into your personal beliefs about health, wealth, and wisdom. As you navigate challenges and uncover new perspectives, you'll learn how to rewrite your inner stories to foster personal growth and transformation.

    Whether you're seeking to enhance your well-being, build financial resilience, or cultivate wisdom, this workshop promises to be both enlightening and empowering. Come ready to challenge your assumptions and redefine your path forward.

    Speaker: Dr. Julie Elledge, Mentor Agility


  • Trailblazing Together: Insights from Leading Women Entrepreneurs

    Trailblazing Together: Insights from Leading Women Entrepreneurs

    Dive into the stories of trailblazing women who have carved their own paths in business. Join us for this exclusive panel event tailored for aspiring women entrepreneurs eager to ignite their own success stories.

    Speaker: Kathryn Beus, Cache Valley Bank


  • Empowering Financial Safety: Recognizing, Reacting to, and Recovering from Financial Abuse

    Empowering Financial Safety: Recognizing, Reacting to, and Recovering from Financial Abuse

    This empowering and confidential workshop is designed to provide everyone with the knowledge and tools to recognize the signs of financial abuse, understand how to react safely, and take steps toward recovery.

    Financial abuse occurs in 99% of domestic violence cases, according to the National Coalition Against Domestic Violence. It can even show up in otherwise healthy relationships. Yet, it's a type of abuse that generally escapes recognition and isn't typically discussed. Financial abuse predominantly affects women and can prevent them from meeting their career, family, and financial goals.

    Led by experts in financial and emotional wellbeing, this workshop offers a safe space for sharing experiences, gaining insights, and building a supportive community.

    Whether you are currently facing financial abuse, want to help others, or simply wish to be informed, this session will provide the guidance and resources needed to ensure financial safety and independence

    Speaker: Ciarra Havon, Canyon Creek Services


  • VIRTUAL EXCLUSIVE - Rent Smart: Know Your Rights and Understand Your Lease

    VIRTUAL EXCLUSIVE - Rent Smart: Know Your Rights and Understand Your Lease

    Did you know that nearly 43 million households in the U.S. are renters? Understanding your rights and responsibilities as a tenant is more important than ever.

    This interactive workshop everything you need to know as a tenant, from understanding rental contracts to knowing what to watch out for before signing a lease.

    You will also learn practical tips on negotiating rent, resolving disputes with landlords, and maximizing your rental experience.

    Whether you're new to renting or just looking to brush up on your knowledge, this workshop will equip you with the insights and tools to confidently navigate the rental market.


Workshop 4 (Select One)*

  • From Piggy Banks to Paychecks: Cultivating Financial Education in Utah's Classrooms, Homes, and Communities

    From Piggy Banks to Paychecks: Cultivating Financial Education in Utah's Classrooms, Homes, and Communities

    This interactive workshop is a roadmap to equipping Utah's youth with the financial skills they need to rock their financial future! Uncover a treasure trove of engaging resources and tips designed for teachers, parents, and community champions like YOU.

    Led by a veteran financial literacy teacher who is also a parent, this workshop will cover practical tips on advocating for financial education programs, implementing financial concepts into your home, volunteering your awesome talents, and working together to build a generation of financially responsible and confident Utahns.

    Speaker: Traquel Dayley, Financial Literacy Educator


  • Insurance Insights: Managing Risk to Prepare for Life's Surprises

    Insurance Insights: Managing Risk to Prepare for Life's Surprises

    Navigating the world of insurance can be overwhelming—how do you know what coverage you truly need and what you can skip?

    This interactive workshop demystifies the complexities of insurance, helping you understand the essentials versus the extras. You'll learn about the various types of insurance, from health and auto to life and home, and gain practical tips on assessing your personal needs.

    By the end of the session, you'll have the knowledge to make informed decisions, avoid unnecessary coverage, and ensure you're protected where it matters most. Join us to gain confidence in choosing the right insurance for your life and budget.

    Speaker: Jenie Connors, Utah Financial Planning Organization, Diversify


  • Scam-Proof Your Finances: Expert Tips to Outsmart Fraudsters

    Scam-Proof Your Finances: Expert Tips to Outsmart Fraudsters

    In today's digital age, scams and fraud have become increasingly sophisticated, posing significant threats to financial security. Join experts from the Utah Division of Securities in this informative session to learn about the latest tactics used by fraudsters, how to recognize warning signs, and practical steps you can take to safeguard your personal and financial information. Whether you're managing a household budget, investing for the future, or running a business, this workshop will provide valuable insights and tools to help you protect your hard-earned money and peace of mind.

    Speaker: Francswai Grayson, Utah Division of Securities


  • VIRTUAL EXCLUSIVE -Resume Recharge: The Art of Stand-Out Resumes & LinkedIn Profiles

    VIRTUAL EXCLUSIVE -Resume Recharge: The Art of Stand-Out Resumes & LinkedIn Profiles

    Ready to enhance your professional image and seize new opportunities, even without active job searching? Join our master class workshop to boost your resume and LinkedIn profile, ensuring you shine in the competitive job market. This isn't just about gearing up for a new job opportunity—it's about empowering you in your current role.

    Dive into an engaging experience where you'll discover the key differences between resume and LinkedIn content, select a visual style that suits your brand, and learn to showcase your skills and achievements effectively. With ChatGPT's help, we'll teach you to create resume content that stands out and master the art of professional bragging, boosting your confidence and daily job satisfaction.

    This workshop is more than a learning journey; it's an investment in your career's future, offering you tools to prepare for any opportunity or challenge that comes your way.

    Speaker: Cassie Whitlock, Diversify



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