Financial Education for Adults

The Office of State Treasurer works to support and raise awareness of resources and initiatives that promote financial wellness in Utah, and the office is committed to fostering collaboration among organizations that share a mission to enhance the financial capability of Utahns. 


Women in the Money Conference

Women in the Money is hosted by the Utah State Treasurer and the Utah Department of Financial Institutions as an initiative of the Utah Financial Empowerment Coalition. The conference aims to empower Utah women to achieve financial security by providing access to crucial financial information, valuable resources, and new mentors and friends.

The conference enables Utah women of all ages, cultures, and financial situations to learn, exchange ideas, and grow together. The overarching message is that it is never too late, nor too early, to learn about finances.

Women have the opportunity to grow their financial acumen through informational messaging and actionable advice in general session speeches, as well as through more tailored information and training during smaller workshops. Attendees choose topics that will lead them on a pathway to financial freedom and success.

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Utah Saves

Utah Saves is a campaign that encourages Utahns to set savings goals and hold themselves accountable to those goals. Participants can pledge to save online at to receive savings advice tailored to their goals.

Among events and promotions throughout the week, Treasurer Oaks and Utah Jump$tart Coalition will visit schools to share the importance of saving with Utah Students.

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A 529 plan is a tax-advantaged vehicle designed to encourage individuals to invest for future qualified higher education expenses. my529 is the official 529 plan established and sponsored by the State of Utah. It is a direct-sold plan, which means you can set up an account and make contributions by dealing directly with my529.

Utah’s 529 plan is one of the best in the country. my529 is one of only three plans to receive a Gold rating from Morningstar in October 2020 because of its low costs, strong stewardship, and exceptional investment options.

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