Do business financials confuse you? If you want to be able to navigate your finances better and understand more about insurance and other requirements the WBCUtah is co-hosting the Money Mixer to build confidence in money. The Money Mixer will feature round table discussions led by female experts in the areas of financials, insurance, investment, real estate and business law. They will help you gain more knowledge about and how to take the driver's seat of your business.
You will learn the following...
- Funding Funds & Knowing Your Financials
- Commercial & Personal Insurance
- Partnering to Grow Your Business
- Residential Real Estate Investing
- Employee Benefits & Health Insurance
- The Art of Delegating
Seating is limited, so register today! Hors d'oeuvres will be provided.
Meet Your Speakers!
Carina Knecht
Ameriprise Financial Services Inc.
Round Table Topic: Individual and Business Investments
Carina can discuss tax-deferred investment accounts for business owners, risk management using life insurance, small business taxes and retirement and how-to successful plan an exit strategy for your business. Carina has a Master of Science in societal Risk Management from Karistad University, Sweden and a Master of Science in Strategic Leadership for Sustainability from Blekinge Techniska Hogskola, Sweden. Carina can help you achieve your financial goals and will take the time to understand what's truly important to you, whether it is savings for college, retiring the way you want or making smart investments.
Tina Jensen
Vice President Employee Benefits | Moreton & Company
Round Table Topic:Navigating Employee Benefits and Health Insurance
Tina has been with Moreton & Company since 2010 and has worked in the employ-
ee benefits field for 20+ years with both employers and providers. She will work directly with you to find the
most cost-effective and rich benefit strategies for your employees. Tina’s strengths are forming good relationships with clients and her high attention to detail. Tina has worked at developing employee communications strategies, overseeing the execution of open enrollment processes, developing and maintaining vendor rapport, and assisting clients in managing their billing, plans, agreements, and any necessary modifications. Tina works with clients on healthcare reform, compliance, human resources, and budget restraints to put together the best benefit package for your company.
Agnesa Bakhshyan
Producer
Buckner Company
Round Table Topic: Commercial & Personal Insurance
Cassie Alvey
Financial Advisor
Merrill Lynch | A Bank of America Company
Round Table Topic: Partnering to Grow Your Business
Cassie joined Merrill Lynch after a 18 year career in Sales, Marketing & Business Management. Cassie spent the first 15 years with the catalog/gifting division of Mrs. Fields Cookies. During her tenure, Cassie held various rolls in Sales & Marketing eventually working her way up the Vice President and General Manager. Cassie has most recently joined us after structuring and growing the Business to Business division for The Kansas City Steak Company. Cassie graduated from the University of Utah with a B.S. in Speech Communication. She retains a Series 7 and 66 FINRA registrations. In her spare time Cassie enjoys traveling, playing volleyball, golfing, wake surfing, hiking and riding her motorcycle.
Cheryl Ong
Realtor
ONGoing Adventures in Real Estate
Round Table Topic: Real Estate Investing
With years of experience buying and selling homes, Cheryl knows the process and stress that can be involved with moving; the paperwork, the inspections, the packing, finding a new home, new friends, new schools, new favorite restaurants and places to shop.
Cheryl can help make the process smoother from beginning to end, whether across town or across the country.
Tracey Dean
President
Tracey Dean Financial, LLC
Round Table Topic: Individual and Business Investments
“I offer my clients a unique holistic environment to financial planning and I proudly serve my clients with the strongest investment and insurance firms available. I thoroughly enjoy what I do, whether helping a small business owner, new parents, new partners, newly divorced, newly widowed, or newly retired, I have a wealth of strategies to help you reach your most pressing financial goals.”
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