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Date:
November 16
Time:
12:00 pm - 1:00 pm CST
Cost:
Free
Event Category:

Venue

Virtual
MN

Budgets for Potential, Not Scarcity: Own Your Worth Series, Part Four

November 16 @ 12:00 pm - 1:00 pm CST - Free

 

Thanks to our partners at UBS, we are hosting a complimentary virtual event where you’ll learn how to create a budget with potential! Kathryn Hoy, Director and Financial Advisor, and Nicole Hiller, Sr. Registered Client Service Associate, will share their expertise on making the right spending choices. PLUS, you’ll get a free Crisp & Green lunch delivered to your doorstep. Tune in virtually for a safe, comfortable conversation and learn the tips and tricks on creating a budget that works for you.

Budgets aren’t about scarcity, they’re about potential. Making the right spending decisions will help you fund the future you want, whether it’s a secure retirement, paying for your children’s college expenses, or traveling the world.

Key takeaways include:

  • Categorizing expenses based on needs, wants, and wishes
  • Balancing immediate versus delayed gratification when it comes to investing
  • How to make a budget

Note: All attendees will receive a promo code to use for lunch at Crisp & Green on the day of the event.

 

Kathryn Hoy

Kathryn Hoy is a Director – Financial Advisor at UBS in Wayzata and a member of the Kenefick Bolstad Kottke Wealth Management Team. She has spent multiple decades in the financial services industry and has learned a lot about what is important to people in their lives.

Kathryn helps people gain clarity around their money, plan for the unexpected, and ultimately feel more safe and secure about their financial future. The breadth of her experience in the financial industry offers multiple perspectives and resources to help people reach their short and long-term goals. Prior to joining the team in 2011, Kathryn was the Assistant Branch Manager of the Minneapolis office for UBS.

Kathryn earned her BA in business administration/management from the University of St. Thomas in St. Paul, MN. She has earned the Chartered Retirement Planning Counselor (CRPC®) and Certified Divorce Financial Analyst (CDFA®) designations. She is also an arbitrator for the National Futures Association (NFA), as well as FINRA, and holds the Series 3 commodities/futures license in addition to the 4, 7, 9/10, 24, 53, 63, and 65 securities licenses. Kathryn is insurance licensed in Minnesota and other states.

She currently serves on the Board of Can Do Canines and was a past volunteer for the Alzheimer’s Association and Allina Hospice. She and her husband reside in Plymouth, Minnesota.

 

Nicole Hiller

Nicole Hiller leads the team’s administrative management, client support, and marketing functions. She has significant financial services experience in institutional and wealth management settings and holds Series 7 and 63 licenses, as well as the life, accident, and health insurance license. Prior to UBS, Nicole was with Wells Capital Management, providing trading support and coordination for an institutional sales team. She earned her BS degree in business and marketing from St. Mary’s University of Minnesota.

Nicole and her husband, Steve, live in Eden Prairie with their two children. In her free time, she and her family are actively involved in youth sports, boating, and enjoy traveling to new destinations.

 

Learn more about UBS on their website.