Salt Lake Community College

What's Your Strategy? Six Barriers to Investment Success

You’re invited!

Join Salt Lake Community College Foundation’s Planned Giving Advisory Council for the What's Your Strategy? Six Barriers to Investment Success  seminar.  

Are hidden biases undermining your investment success?

We like to think we invest rationally, but the field of behavioral finance has shown that there are social, emotional, and even cognitive factors that can affect our financial decisions and stand in the way of investment success.
By identifying these unconscious tendencies, we may have a better chance of meeting our long-term goals.

Join our presentation to learn more about:

  • Common behavioral biases
  • How biases affect our decision making ability
  • The impact of biases on investment portfolios

Presented by Carmen Valverde, CFP
Financial Advisor
Edward Jones

Tuesday, September 11, 2018
3 – 4:30 p.m.
Academic and Administration Building, Room 135
Salt Lake Community College
Taylorsville Redwood Campus
4600 S. Redwood Road
Salt Lake City, Utah 84124

Friends and family welcome. Light refreshments will be served.

Parking is complimentary for seminar guests from 2:30 – 5 p.m.  Please park in the visitor parking lot and enter code PGACFY1907 using the yellow kiosk.  

Register Now!

Please contact Kendra Angell at or 801-957-3780 for more information.  

Click here to view and register for additional Planned Giving Advisory Council seminars.

The PGAC Seminar Series is a no-obligation service provided by the SLCC Foundation. The material is intended to provide general education and is not written or intended as tax or legal advice. 


Presented by Carmen Valverde, CFP

Originally from Peru, Carmen earned a bachelor’s degree from Callao University in Lima, Peru. She began working in the financial services industry in 2000 and has earned expertise in investments, private banking, insurance, business banking and commercial lending.  
Carmen began her career in the heart of Silicon Valley in Northern California, where she held the positions of Business Relationship Manager and Private Banker for Wells Fargo Bank, Vice President and Client Advisor for US Trust and Bank of America, as well as a licensed agent with New York Life. In Salt Lake City, Utah, Carmen has worked for Merrill Lynch and joined Edward Jones in 2017.  
Carmen is committed to excellence in her work and takes a consultative approach to wealth management with her clients. She intently listens and reviews individual financial situations, preferences and goals, and offers recommendations for asset allocations to accurately reflect each client’s income growth goals and desires. Discussions cover a wide range of opportunities, including investments, retirement, and legacy strategies. She consistently monitors and adjusts plans to adapt to any change in client circumstances.
Carmen lives in Cottonwood Heights, Utah with her husband and son. She enjoys spending time with her family, running and watching soccer.

Tuesday, September 11, 2018 at 3:00pm to 4:30pm

Taylorsville Redwood Campus, Academic and Administration Building, Room 135 4600 S. Redwood Road Salt Lake City, Utah 84124

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Taylorsville Redwood Campus




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