Show Me The Money
contentVerticalPosition: , overrideVerticalAlignment: , contentHorizontalPosition: , overrideHorizontalAlignment:
contentVerticalPosition: , overrideVerticalAlignment: , contentHorizontalPosition: , overrideHorizontalAlignment:
Show Me rotating 2.jpg
contentVerticalPosition: , overrideVerticalAlignment: , contentHorizontalPosition: , overrideHorizontalAlignment:
contentVerticalPosition: , overrideVerticalAlignment: , contentHorizontalPosition: , overrideHorizontalAlignment:
Show Me rotating 1.jpg
contentVerticalPosition: , overrideVerticalAlignment: , contentHorizontalPosition: , overrideHorizontalAlignment:
contentVerticalPosition: , overrideVerticalAlignment: , contentHorizontalPosition: , overrideHorizontalAlignment:
contentVerticalPosition: , overrideVerticalAlignment: , contentHorizontalPosition: , overrideHorizontalAlignment:
contentVerticalPosition: , overrideVerticalAlignment: , contentHorizontalPosition: , overrideHorizontalAlignment:
Date: Saturday, February 22, 2025
Time: 10 a.m. - 12 p.m.
Location: Gordon B. Hinckley Alumni and Visitors Center
Come enjoy a FREE financial planning seminar focusing on a number of important financial considerations including personal and family budgeting, investing, and other important financial principles. Speakers will include both professors and local finance professionals. Learn how to maximize the reach of your income.
This event is free and refreshments will be served.
NOTE: This is an in-person only event.
Mountain America Credit Union
Adjustment CSS
TAYLOR WAGNER "Proactive and Intentional Investing and Personal Finance"

Taylor, a Math ACT perfect scorer with a Master’s in Accountancy from BYU, kickstarted his career at KPMG in Salt Lake City, leading audit engagements for Intermountain Healthcare and healthcare startups. Transitioning to a mission of enhancing financial wellness for small businesses and individuals, he's passionate about outdoor adventures with his wife and two sons, alongside hobbies like hiking, biking, and music.
CASS FUENTES "Money and Relationships"

Cass Fuentes transitioned from social work to the financial services industry in 2010, driven by her passion for helping people achieve their financial and personal goals. With a master's degree in education, she creates engaging learning experiences for personal finance. When she's not at work, Cass enjoys family moments, music, outdoor activities and sharing silly videos of her golden retrievers, Kobuk and Coda.
HOLLY CRAIG "Prioritize Spending to Free Yourself from Debt"

Holly, a seasoned professional in the financial industry for over two decades, joined Mountain America Credit Union in 2017, bringing diverse experience as a Licensed Branch Manager, Small Business Banker, and Financial Guide before assuming her current role as a Financial Education Manager. Holding a National Social Security Certificate, Holly is dedicated to empowering individuals through education, believing that equipping them with knowledge, resources, and tools fosters financial wellness and happiness. Outside of work, she cherishes time with her two adult sons and indulges in hobbies like attending live music events, engaging in outdoor summer activities, and going on travel adventures with her husband.
JOHN LUNT "Saving and Investing for a Lifetime"

John Lunt is the President and Founder of Lunt Capital Management, Inc. Lunt Capital has created a variety of investment strategies used by financial advisors, families, and institutions around the country. Lunt Capital has built custom indices calculated by S&P Dow Jones Indices and by Nasdaq Global Indexes that are used as the engines in ETFs, separate accounts, and model portfolios. John and Lunt Capital are featured as a case study in the book ETF Investment Strategies. He has visited more than 35 countries, and Lunt Capital’s Investment Trek featured meetings and reports with market, economic, and political leaders around the world. From 2001 to 2014, he served on the board of Utah Retirement Systems, a multi-billion dollar pension fund. John is the former Chairman of the Investment Advisory Committee for My529 and served for eight years on the board of trustees for the multi-billion-dollar Utah School & Institutional Trust Funds Office. He formerly worked on the Washington, D.C. staff of U.S. Senator Robert Bennett. John graduated Magna Cum Laude with University Honors from Brigham Young University with a degree in Economics, and he later received an MBA in Finance and International Business from New York University.
