Your Wealth Your Way

Three workshops. Real questions. One clear next step. Doing well financially is one thing. Knowing what you want it all to be for is another. You may have the income, the pension, some savings and investments. But do you know what you’re actually building towards and whether the decisions you’re making fit the life you want? Your Wealth, Your Way is an in-person, interactive evening for women who want to stop measuring themselves against somebody else’s version of what “good with money” should look like and start working out what enough, security, risk and success mean on their own terms. The evening is being held in collaboration with Kingsley Napley LLP who are hosting us at their Bonhill Street offices and contributing to the event programme. Choose three small-group workshops from six, covering pensions, investing, estate planning and Wills, tax efficiency, protection and investing psychology. Each 25-minute session is limited to eight women and combines a short expert introduction, a practical worksheet and open discussion. This is not a sit-and-listen event. In each workshop, you’ll be encouraged to do three things: Be honest about where you are now. Not where you think you should be. Connect the financial detail to something bigger. The life you’re trying to fund. The freedom you’re working towards. Your reason for doing it. Choose one practical next step. Something specific that you can actually take forward. What will you leave with? Not a folder full of information you never look at again. You’ll leave with three completed worksheets, clearer questions, and a better sense of what you want your money to do for you. You may leave knowing there’s a decision you need to make, something you want to investigate, or simply that the direction you’re already taking is the right one for you. The important thing is that you leave with a clearer next step - and a reason behind it. Drinks, light nibbles and informal networking are included. Your complimentary 45-minute debrief Your ticket also includes the opportunity to book a complimentary 45-minute virtual debrief after the event. Choose one of the event hosts and use the time to talk through what came up in your workshops, revisit your worksheets and explore what you want to do next. Exclusive to Your Wealth, Your Way attendees.