Spring Clean Your Finances!

Spring cleaning isn’t just for your home. Now is a great time to spring-clean your finances!

According to a recent YouGov survey, 46% of women cite money as having a negative impact on their mental health, compared to 38% of men, and 49% of adults experience negative feelings even looking at their bank account.

In partnership with UBS, Kelli M. Puhl, CFP®, and Elizabeth Engelmann, CRPC®, CRPS® will share what and how you should organize so that you can reduce your financial anxiety and feel empowered to make your next money move!

During this event, we will discuss 7 ways to spring-clean your finances:

• Refresh your budget
• Review your credit report
• Bolster your emergency fund
• Boost your retirement investing
• Maximize your credit card rewards
• Revisit your financial goals
• Confirm your beneficiaries

Kelli M. Puhl

Kelli has been advising women on their journey toward financial well-being. Known for her compassion, insightful investment knowledge, and straightforward advice, Kelli also connects you to a range of UBS Private Wealth Management solutions and a dedicated team focused exclusively on women that can help empower to you make the right choices for today and for the life you envision for your future. From day one of her relationships, she is there to guide you with transparency, accountability, and a commitment to building a truly collaborative relationship grounded in trust.

Elizabeth Engelmann

Elizabeth advises a select group of exceptional business owners and their families as they assess their current business goals and future ventures. From launch, growth, and expansion to final exit and life beyond the sale, she has the experience as well as connections to firm-wide expertise and opportunities to support you at each critical transition throughout the business life cycle. Elizabeth also offers a comprehensive approach to liquidity management and the needed estate planning strategies to help you protect your investment. Guiding you with thoughtful investment planning solutions, she helps simplify your financial life so you can focus on your family and future entrepreneurial priorities and passions.