WCN Financial Empowerment Luncheon

Join us for an empowering luncheon designed to equip women with the knowledge and confidence to make informed financial decisions and achieve lasting financial independence.

This engaging session features expert speakers who will share insights on financial planning, investing, and economic empowerment:

✨ Cristal Ugarte – Business Development Specialist | Commercial Lending, Security Bank
✨ Melissa Ellis, MD, CFP, CDFA – Founder, Sapphire Wealth Planning
✨ Steven Johnson – Kansas State Treasurer

Gain practical financial strategies and leave feeling more confident in managing your financial future. Don’t miss this opportunity to connect, learn, and grow!

 

SPEAKERS FULL BIO

Cristal Ugarte - Business Development Specialist | Commercial Lending, Security Bank 

Cristal Ugarte is a Business Development Specialist at Security Bank of Kansas City focused on community development. She was born and raised in Kansas City, KS and attended Fort Hays State University, where she got her undergraduate degree in International Business and Economics and a Master’s in Business Administration with an emphasis in Finance. Cristal serves on the board for The Single Mom KC and teaches English as a second language classes at Mattie Rhodes Center.

View Cristal’s LinkedIn Profile here: https://www.linkedin.com/in/cristal-ugarte-7b810811b/

Melissa Ellis, MD, CFP, CDFA - Founder of Sapphire Wealth Planning, specializing in comprehensive financial planning for women. 

“It’s my goal to help my clients live well by helping them develop financial independence. I believe in a customized approach for financial planning and investment management. Everyone’s situation is different, and your plan should be tailored to your needs. I focus on what’s happening in your life now, while keeping an eye on your future. It’s very rewarding to know that you are helping your clients to be able to sleep better at night because they have their finances in order.”

https://sapphirewealthplanning.com/about/

Steven Johnson, Kansas State Treasurer

Steven Johnson holds a masters in Business Administration with an emphasis in finance and business policy. His interest and expertise in financial issues during the economic downturn of 2008-09 was a catalyst in his decision to enter public service. Steven enjoys volunteering his time by offering investment advice to non-profit organizations and is committed to serving Kansas as both a reliable banker for state funds and a responsible fiduciary of invested dollars.

Learn more about Steven Johnson here: https://treasurer.ks.gov/meet_steven.html