Cereal Entrepreneurs: Connecting Money to Meaning
8am – 9.30am, Tuesday 24th January
The secret to success is to get clear on your goals. The new year provides the perfect opportunity to gain clarity around your money.
In this series – members share their area area of expertise over breakfast. Wake up to a healthy breakfast, networking and insights all before 9.30am so you can get on with your day.
Wealth Manager, Natasha Percy-Baxter, will be kicking of this series in 2023, running a breakfast workshop that will help you define your aspirations and goals, so that you can start with the end in mind. By doing so it will make it easier to formulate a plan to optimize the power and value of your money. The logic behind this is that when you know what you are working towards, you can confidently take decisive action.
Natasha established her own wealth management practice – PercyBaxter Wealth Management – towards the end of 2021. Since then, she has been the top downloaded guest on The Financial Planner Life podcast, launched a financial column for Liz Earle Wellbeing, and featured in The Times Top Rated Financial Advisers Guide 2022 and 2023. She has also run events focused on how to have a better relationship with your money with the Gender Inclusivity Network and Clyde & Co and is a regular contributor to the Financial Times. Natasha is on a mission to make wealth management more engaging and works closely with her clients to instil in them the confidence to know that they are making the right decisions when it comes to their finances and their future.
8.30am presentation commences
Tickets are £10 and includes breakfast
Members can bring up to three guests
Tickets are non-refundable