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Draper, UT 84020

Brunch & Learn

A women's brunch with a side of financial know-how.

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Meet Our Hosts

Katie Brinkerhoff
Wealth Advisor

Katie holds a Master of Science degree in Financial Planning and Analytics from Utah Valley University where she also completed her undergraduate degree in Business Management. Katie is passionate about helping all individuals, especially women, feel confident about their own personal finances.

Alison Frasca
Wealth Advisor

Alison is originally from San Diego, CA. She lives with her husband Philip and they have a border collie named Maui. Alison is a CFP® Professional and has a Bachelor's degree in Business Management from Azusa Pacific University. She loves the people at Capita and strongly believes in the Capita philosophy to help every person who crosses our path.

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FINANCIAL GUIDANCE PODCAST

THE FINANCIAL CALL

There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.

Explore The Guided Path SERIES

Topics Discussed:

  • Income Planning
  • Social Security
  • Investing
  • Tax Planning
  • Estate Planning
  • Business Owners
  • Charitable Giving
  • Insurance

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© 2021 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2021  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.