DIY or Delegate? A Thoughtful Approach to Investing

At some point in your investing journey, a question usually comes up:

Should I be doing this on my own… or would it be wiser to bring in support?

There’s no universal answer. And there shouldn’t be.

For this gathering, we’re welcoming Tracey S. Dean, CFP®, EA, who brings more than 15 years of experience helping women align investing with thoughtful tax strategy.

Tracey is known for making complex topics make sense — not by oversimplifying them, but by helping women understand what actually matters.

Together, we’ll explore:

• When managing your own investments can feel empowering
• When professional guidance can add perspective
• How to decide what fits your goals, temperament, and life stage

This won’t be about convincing you one way or the other.

It will be about helping you think more clearly, so whatever you choose feels intentional.

As always, this space is built for independent women who value thoughtful decisions, steady confidence, and honest conversation.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Utah Women's Investing Club