Making a positive difference with your investments doesn’t mean sacrificing performance- that is the power of impact investing. This event explored how investors can achieve measurable impact while also pursuing financial returns. We discussed everyday ways women can align their spending behaviors with their values. “We can’t boil the ocean,” but we can take small steps to make a big impact.
She explored how Impact Investing—investing with the intention of generating measurable social or environmental outcomes alongside financial returns—and Impact Spending—using your purchasing power to support causes and communities you care about—can be strategic tools for long-term change.

Attendees left with a deeper understanding of how to put capital to work for both personal growth and positive impact.

Our Women in Wealth: Financially Fearless workshop brought together an amazing group of young women ready to take ownership of their financial futures. From budgeting tips to wealth-building basics, we shared the tools to turn uncertainty into confidence.

When it comes to planning for retirement, the question isn’t about reaching a “magic number”, but about building consistent habits that grow over time. At this event, we explored the power of compound interest, discussed key savings benchmarks, reviewed the role of different retirement accounts, and debunked the myth that a single dollar amount is an appropriate metric for your retirement decision.

This quarter, co-hosted with the founder of “LEGS”, Salt Lake City’s Chapter of the Ladies Executive Golf Society, we explored the power of positivity and meaningful connections. We discussed how the strength and breadth of your network can be a key predictor of career success. Cultivating genuine relationships today can create opportunities personally and professionally in the future!
An expansive network isn’t just social, it’s strategic. The more people you connect with, the more ideas, opportunities, and resources you gain access to. Over time, that network becomes a key asset—one that can unlock growth, elevate your net worth, and support your long-term goals.

Taxes don’t have to be intimidating when you understand how the system works! In this session, we broke down different types of taxes and how they’re paid, explained the structure of our progressive tax system, and walked through a Form 1040 to familiarize ourselves with how income, deductions, and credits come together to determine what you owe- or get back- at tax time.

Initiating the conversation about different levels of care later in life can be difficult, but critical for establishing a financial plan. This session discussed practical strategies for addressing sensitive topics with loved ones that can feel overwhelming or uncomfortable. We uncovered the potential costs associated with levels of long-term care and shared tools to approach these difficult conversations with clarity and compassion.

Women often carry unique financial and family responsibilities, making thoughtful estate planning essential. This quarter, we covered key components to an estate plan- trusts & wills, healthcare directives, beneficiary designations, and powers of attorney- to ensure your wishes are clear and your loved ones are protected.
Attendees walked away with a clearer understanding of how proactive estate planning can minimize tax burdens, avoid probate, and ensure their wishes are honored.

Investing is one of the most powerful tools for building long-term financial security. At this event, we uncovered the “why” behind investing- to beat inflation, build wealth, generate passive income, and reach your financial goals faster. We discussed how key principles, like the importance of diversification and the balance of risk & return, create a foundation for making informed investment decisions.

Keeping your “financial house” in order is about more than just staying organized- it’s about creating clarity and confidence in your financial situation. This quarter, we explored key steps to ensure your personal finances are both tidy and up to date- such as, taking inventory of your accounts, updating retirement contributions, and putting idle cash to work.