Part 1 Empowering Futures
Coaching, Life Lessons, and Comprehensive Financial Planning
Join this 3-part series with Carla Brown as she talks to three leading ladies – Tina Weeks, Michelle Hoskin and Ruth Sturkey – about the value of financial planning and their specialisms in coaching, standards and wellbeing. Each of these four ladies have made outstanding contributions to the financial planning profession and these three ‘Power Hour’ Webinar sessions over three weeks will be brimming full of wisdom, career knowledge and life lessons.
We are planning 40 minutes of information giving, leaving 20 minutes for your questions. Don’t miss out!
Carla Brown has worked in financial services for over 25 years. She founded Oakmere Wealth Management in 2011. Carla is a Chartered Financial Planner, sits on the Personal Finance Society Board and is a member of the PFS POWER Financial Planning Practitioner Panel. Carla is dedicated to life long professional development achieving many awards, certificates and is a member of the US based Million Dollar Round Table.
Carla’s guest is Tina Weeks. Known as ‘The Finance Coach’, Tina is founder of Serenity Financial Planning and of Know Thyself Coaching and Consultancy. Tina was one of the first Kinder Institute Registered Life Planners in the UK in 2009.
At the beginning of ‘lockdown’ while many of us were wondering how to cope with not going out, Tina discovered she had a life-threatening illness. A massive shock as she had always thought she would live until she was 104. With the right mindset, knowledge, life and financial planning skills, and insurance policies, Tina is surviving and thriving.
Learning outcomes:
In this session Carla and Tina explore:
- The transformational benefits of coaching. How it helps you know yourself and sets you up to have more powerful relationships with your clients.
- How to begin to have end of life conversations with yourself and how this can improve your approach to beginning these conversations with your clients.
- The financial planning intricacies of planning for an earlier death than expected.
- Why financial planning is such an amazing profession and why wealth isn’t measured in pounds and pence.
