Financial Foundations: Women's Financial Beliefs

    
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Name: Financial Foundations: Women's Financial Beliefs
Date: September 16, 2020
Time: 1:00 PM - 2:00 PM MDT
Website: WBCUtah.org
Registration: Register Now
Event Description:
 
Do numbers, especially in business, make you nervous?


We are introducing our finance series, which will cover financial concepts you need to understand to run a successful and profitable business. Each session will cover a finance topic led by one of our female experts. Class size is limited to 20 people, so you can get the most out of your session!

This workshop will cover the following: 
  • Know your unique life circumstances
  • Acknowledge your money mentality
  • Understand your saving and spending tendencies
  • Plan for today, tomorrow and beyond

Meet the Speaker! 


Jauna DuPratt
Financial Consultant

www.linkedin.com/in/jdupratt
 
Jauna DuPratt was born in Wisconsin and moved to Northern California after graduating from college.  Here is where she met her husband and became an integral part of the family automotive business that was recently just sold after 60 successful years of business.  Their children’s desire to be competitive ski racers brought them to Utah in 2006.  During this time, Jauna worked in the software industry supporting life and annuity products.  As a licensed financial consultant for insurance and wealth management, she is able to share her experiences from the family business along with her insurance knowledge to focus on helping business owners grow and protect their business. 


Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in UT as Equitable Network Insurance Agency of Utah, LLC. AGE-155621 (08/20) (Exp. 08/22)


 
Location:

Virtual
This training is available statewide. 

Contact Information:
Teresa Bagdasarova
Fees/Admission:
FREE
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