Our Events
Boundaries Are a Financial Strategy
Saying “yes” can feel easier in the moment, especially when people you care about are counting on you. But over time, always showing up, helping out, and putting everyone else first can start to take a toll on your time, energy, and finances.
We’ll talk about the pressure to care for others, meet expectations, and avoid letting people down and how those patterns can quietly impact your financial life. Together, we’ll explore how healthier boundaries can help you protect your resources while still showing up in ways that feel meaningful and sustainable.
Topics covered include:
• Emotional Labor and Money
• Over-Giving Has a Cost
• Building a Boundary-Based Financial Plan
• A Different Way to Think About “No”
Join us on Thursday, August 27, from 6:30 PM to 7:30 PM (MT). This is a free virtual event streaming live on the Upward Personal Finance Facebook, Instagram, and LinkedIn pages.
Come as you are, bring your questions, and join us for a conversation about building a financial life that leaves room for your needs, too.
Defining Your Enough
This conversation is an opportunity to step back from the constant pressure to do more, earn more, and have more. Together, we'll explore how our expectations evolve, where they come from, and what it looks like to define success in a way that feels meaningful to you not dictated by social media, comparison, or someone else's version of achievement.
Topics covered include:
• Lifestyle Inflation Happens Quietly
• Don't Play the Comparison Trap Game
• Defining Success on Your Terms
• Making "Enough" Practical
• A Different Way to Think About More
Many of us spend years pursuing the next milestone without ever stopping to ask what we're hoping it will give us. Sometimes the most powerful financial decision isn't deciding what to chase next—it's deciding what is already enough.
This is a free virtual event streaming live on the Upward Personal Finance Facebook, Instagram, and LinkedIn pages.
See you!
You're Allowed To Want Nice Things
At some point, many of us absorb the message that being good with money means saying no. No to the nicer option. No to the experience. No to the thing we've been wanting for months.
Over time, it becomes easy to associate financial responsibility with self-denial.
But what if enjoying your money wasn't something you had to earn after reaching every goal on your list?
This conversation explores the space between mindless spending and constant sacrifice. We'll talk about the role of joy in a healthy financial life, how to spend intentionally on things that genuinely matter to you, and why enjoying the fruits of your hard work doesn't have to come with guilt attached.
Topics covered include:
• Guilt-Free Joy Is Part of a Healthy Financial Life
• Conscious Indulgence Looks Different Than Impulse Spending
• Financial Stability and Enjoyment Can Coexist
A meaningful life isn't built solely through saving for the future. It's also shaped by the experiences, comforts, and moments of enjoyment that happen along the way. The challenge is learning how to make room for both.
This is a free virtual event streaming live on the Upward Personal Finance Facebook, Instagram, and LinkedIn pages.
Your Holiday Financial Plan: Gratitude and Giving
As the year comes to a close, it's easy to focus on what's left to do instead of taking time to appreciate how far you've come.
Join us for a meaningful conversation about approaching the holiday season with intention, gratitude, and a financial plan that reflects your values. Together, we'll explore how to celebrate generously without creating financial stress, recognize the progress you've made throughout the year, and make thoughtful decisions about giving to the people and causes that matter most.
Topics covered include:
• Acknowledging All You Have Accomplished
• Planning for Holiday Spending
• Recognizing Family, Friends, and Those Less Fortunate
• Giving Without Guilt
Join us on Thursday, November 19, from 6:30 PM to 7:30 PM (MT). This is a free virtual event streaming live on the Upward Personal Finance Facebook, Instagram, and LinkedIn pages.
Enter the holiday season with a plan that honors both your generosity and your financial goals!
Reflection=Power, Growth, and Choices
As the year winds down, it's easy to jump straight into planning for what's next. But before setting new goals and making New Year's resolutions, it's worth taking a moment to look back and appreciate how far you've come.
Join us for a relaxed and reflective conversation about growth, progress, and the choices that shape our lives. Together, we'll explore what this past year has taught us, celebrate the wins—big and small—and consider how we want to move forward with intention instead of simply reacting to whatever comes our way.
Topics covered include:
• Reflecting on Growth
• Celebrating Progress
• Entering the New Year Grounded and Intentional—Not Reactive
Join us on Thursday, December 10, from 6:30 PM to 7:30 PM (MT). This is a free virtual event streaming live on the Upward Personal Finance Facebook, Instagram, and LinkedIn pages.
Bring your favorite beverage, take a break from the holiday rush, and join us for a meaningful conversation as we close out the year with gratitude, reflection, and a clear vision for what's ahead.
Ladies: Stop Funding a Life You Don’t Want!
You work hard for your money. The question is: where is it actually taking you?
Many of us spend money on autopilot. Saying yes to convenience, keeping up with expectations, and making purchases that feel right in the moment but don't necessarily support the life we want in the long run. Over time, those small decisions can quietly pull us away from what matters most.
In this conversation, we'll take a closer look at the habits, assumptions, and outside influences that shape our spending and explore how to make financial choices that better reflect our priorities and values.
Topics covered include:
• Convenience Spending Will Suck You Dry
• Perceived Family Expectations and Social Pressures Aren’t Real
• Reclaiming Alignment to Our Values
• The Cost of “Should”
Join us on Thursday, July 30, from 6:30 PM to 7:30 PM (MT). This is a free virtual event streaming live on the Upward Personal Finance Facebook, Instagram, and LinkedIn pages.
Confidence with Money Is a Skill (Not a Personality Trait)
It's finally happening!
After having to reschedule this event, I'm excited to invite you to a live conversation with me on June 25, 2026, at 6:30 PM (Mountain Time), streaming across Instagram, LinkedIn, and Facebook.
Confidence with Money Is a Skill (Not a Personality Trait)
Join the official Facebook event here.
When it comes to money, confidence isn't something you're born with, it's something you build.
In this open and honest conversation, we'll explore the patterns that often keep women stuck in self-doubt around money and discuss practical ways to create greater trust in yourself and your financial decisions.
Topics I'll cover:
• Why Women Second-Guess Money Decisions
• Releasing Perfectionism Around Money
• Building Financial Self-Trust
• Confidence Is Built Through Movement
Join me for a thoughtful conversation and walk away with practical action steps you can implement right away to strengthen your confidence, build new skill sets, and create a healthier relationship with money.
I'd love to have you there!
Visualize your life . . . THEN FUND IT!
When women get clear on what matters, money stops being stressful and starts becoming powerful. Join us for this fun vision board event on January 21 from 5:30-7:30pm.
Dance into 2025 with a Plan to Grow your Money
This is an event sponsored by WIN Park City!
Get your tickets by clicking here.
Bring your lunch and learn with our very own Kasey Ring... who wants you to be a BOSS when it comes to your finances.
Come to create a financial plan to grow the incredible resource of MONEY ;-) so you can dance into 2025 with confidence.
Kasey will also share a few tips for navigating holiday spending this year.
We can't wait!
Yes, you know Kasey as our joyful Raffle and Scholarship Lead at WIN. She's also the mastermind behind Upward Personal Finance where she specializes in working with women - creating confidence and great relationships with our financial lives.
WE'LL PROVIDE DRINKS AND SOME LIGHT SNACKS. PLEASE BRING YOUR LUNCH.
MEMBERS ARE FREE!
Investing for Women by Women: Essential Tools
Do you want to be a serious investor? Are you on a mission to have control of your finances and build wealth? If so, you don't want to miss out on our free quarterly learning sessions: Investing for Women by Women. This session is all about the 3 essential financial accounting tools all women need to master before they can become confident and in control of their money. We will provide a workbook and teach why net worth/balance sheet, spending plans/cash flow, and short-term savings plans/money buckets are the tools that must first be mastered. Light bites and drinks will be served. This FREE event will be held on Wednesday, September 18, from 5:30-6:30pm at Park City Wealth Advisors in Park City, UT. Open to the first 10 women who sign up.
Fun for Ofure
Join us for our first “Fun for Ofure” event. All proceeds will be generously donated to help Ofure earn her USA Student Visa and further her education as a medical professional. Thanks to Mystic Mama Charlene Johnson for hosting this full moon celebration and Compassionate Women’s Circle.
Tickets are available here:
Women Rule Money Workshop
Learn my system for having control and confidence over your money. Here’s the link to sign up: www.womenrulemoney.com
Friday, Friends & Finance
Friday, Friends and Finance is our free, live, monthly coaching session to help you be confident and in control of your finances. Our topic for February: "Nine Tips for Working with your Spouse on Money ". Please join us on the last Friday of every month. Next one is 2/24 from 12-1pm MST.
Wine About Money in February
Please join us for Wine About Money. Our spot for February is Blind Dog Restaurant & Raw Bar in Park City. Our topic for the evening is "Nine Tips for Working with your Spouse on Money", presented by Kasey Ring of Upward Personal Finance. It is important to know this is not a sales pitch. We are passionate about educating and helping women by discussing financial topics in an open and casual setting. Wine About Money is designed to build a community of like-minded women who want to learn more about improving their personal finances. We live the good life by being confident and in control of our money. Join us, won't you?
Friday, Friends & Finance
Friday, Friends and Finance is our free, live, monthly coaching session to help you be confident and in control of your finances. Our topic for January: "What goes into a monthly spending plan? What stays out?". Please join us on the last Friday of every month. Next one is 1/27 from 12-1pm MST.
Fridays, Friends & Finance in December
Join us for Friday, Friends & Finance for December. Our topic: How to set personal, professional, and financial goals that get accomplished. This is a free virtual event that is found on my Facebook event’s page here: Click here to join Fridays, Friends & Finance
Wine About Money in November
Wine About Money in November will be focused on ending the holiday spending hangover in 5 easy steps. Join us for great conversation, wine, and appetizers while improving your personal finances in a relaxed and supportive setting. Click here to get your ticket for $25.
Friday, Friends & Finance
Join us for Friday, Friends & Finance for November. Our topic: How to avoid the holiday spending hangover in 5 easy steps. Due to Thanksgiving, we’ll be meeting a bit earlier this month. This is a free virtual event that is found on my Facebook event’s page here: Click here to join Fridays, Friends & Finance
Friday, Friends & Finance
For our May session of Friday, Friends & Finance, we'll be talking about real estate investment basics. Always thought about wanting to be a real estate investor? Don’t know where to start or what options are out there? We’ll be talking and brainstorming together on this live call. Please join us and bring your questions, thoughts and ideas to share.
Wine About Money
Please join us for Wine About Money. Our host for May is Black Rock Mountain Resort. We will be discussing the basics of real estate investing. It is important to know this is not a sales pitch. We are passionate about educating and helping women by discussing financial topics in an open and casual setting. Wine About Money is designed to build a community of like-minded women who want to learn more about improving their personal finances. We live the good life by being confident and in control of our money. Join us, won't you?