Financial and Legacy Planning Conference – May 3, 2016


The Wyoming Women’s Foundation has teamed up with State Farm Insurance to bring you “Becoming a Financial Diva!”, a workshop devoted to women and their finances.

The inaugural event will take place May 3 in Casper, WY, at the Hilton Garden Inn.  The one-day conference is made up of two guest speakers, three breakout sessions on various topics, and will conclude with a panel discussion on charitable estate gifts. See the event schedule below.

The event is open to women of all ages and backgrounds interested in learning how to create a future of financial stability and security.  Additionally, participants will learn how planning today can create opportunities for giving back to important causes in the future.


Shelli Johnson, is an entrepreneur and life & leadership coach from Lander, WY. She will share with attendees the leadership lessons she has learned from wilderness experiences, and inspire those to live their “Epic Life”.

Connie Brezik, Wealth Advisor with Buckingham Asset Management in Casper, WY, will address the importance of financial planning throughout your lifetime, and how “Planning to Make your Dreams Come True” can help you realize your goals, and dreams.

The Wyoming Women’s Foundation thanks State Farm Insurance for bringing this opportunity to Wyoming women.  We also would like to thank the Wyoming Community Foundation – Casper Area Local Board for their support of this event.

Registration for the event is limited so attendees are encouraged to register early to confirm their spot!  The event cost is $35 in advance until May 1, 2016, at which time the cost increases to $50.  Participants may register by clicking here.

Please visit the event Facebook Page or call the Wyoming Women’s Foundation (307-721-8300) for more information.

Event Schedule

8:00 – 9:00AM Registration
9:00 – 10:00AM Keynote Speaker, Shelli Johnson
Epic Leadership Lessons learned in the Field
10:15 – 11:15AM Breakout Session 1
Will Planning
Explains the importance of having a will and how critical updating this important document should be.
Your Financial Future
Presenter: Suzanne Cork, State Farm Insurance
Focuses on savings and investment options as a way to reach financial stability.
11:30 – 12:45PM Lunch and Speaker, Connie Brezik
Plan to Make your Dreams Come True
 No matter what stage of your life you are in, having a plan will
help you meet your goals much faster. Planning can help you understand what it will take to reach your dreams
1:00 – 2:00PM Breakout Session 2
Leaving Your Legacy
Presenter: Ann Gardner, State Farm Insurance
Provides information on how to build and leave a legacy for the people, and causes, that are most important to you.
Medicare Myths with Long Term Care
Presenter: Joann Aldrich
Understand the difference between Medicare and Medicaid benefits in regards to Long Term Care benefits.
2:15 – 3:15PM Breakout Session 3
Your Financial Future
Presenter: Suzanne Cork, State Farm Insurance
Focuses on savings and investment options as a way to reach financial stability.
401K / IRA 101
Presenter: Jen Talich, State Farm Insurance
Offers information on various retirement vehicles to consider to help save and live comfortably after retirement.
3:30 – 4:30PM Plenary Session: Your Estate & Your Legacy
4:30 – 5:30PM Networking Social

The Wyoming Women’s Foundation is a priority fund of the Wyoming Community Foundation (WYCF). A nonprofit organization, WYCF connects people who care with causes that matter to build a better Wyoming. In 2015 WYCF granted over $6 million to Wyoming nonprofits.