Event Details

Join WEN Utah for a membership drive on February 29, 2024 from 5-7 p.m. at Dominion Energy. The night will provide opportunities to mingle with other WEN Utah chapter members, learn the benefits of being a WEN Utah member, and hear from Kathy Poss, Women's Financial Coach and Advisor. Event is free and open to all members and non-members. Bring friends, colleagues and others interested in WEN Utah to check out what we are all about! Refreshments generously provided by Williams.

Agenda

5:00 PM - 5:30 PM
Registration
Registration
5:30 PM - 6:15 PM
Presentation
Presentation by Kathy Poss, Women's Financial Coach and Advisor
6:15 PM - 6:30 PM
Q&A
Q&A with speaker, Kathy Poss
6:30 PM - 7:00 PM
Networking/Refreshments
Networking and refreshments provided by Williams.

Speakers

  • Kathy Poss (Women's Financial Coach and Advisor at Poss Ventures LLC)

    Kathy Poss

    Women's Financial Coach and Advisor at Poss Ventures LLC

    Kathy is a life coaching professional that aligns a client's values, motivation and behaviors to their financial plans. This is accomplished through on-going support and empowerment that improves a client's relationship with money so they can move from financial survival to financial freedom. We explore what it means to have a "rich" life by digging into past money stories and developing strategies that will serve them in their quest for financial freedom. Program includes among others financial areas: budgets, financial statements, debt, estate planning, habits, identity theft, income opportunities, large purchases, real estate, social security, insurance (risk), savings. Additionally, investment, retirement and tax concepts will be explored and referrals made to appropriate licensed professionals when appropriate. Specializing in women in transition (divorce, loss of spouse/partner, job loss, medical, retirement.

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Community

Connect with 23 people attending this event

Venue

Dominion Energy Utah

333 S State St
Salt Lake City, Utah

If you have any questions please contact Jorgan Hofeling

Contact Organizer

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