£27.24 – £101.86

She's on the Money presents: Girls just wanna have funds PART 1

Event Information

Share this event

Date and Time

Location

Location

Rathbones

8 Finsbury Circus

London

EC2M 7AZ

United Kingdom

View Map

Event description

Description

With house prices going crazy, when you need a small mortgage to afford your daily espresso, when there are bills to pay, brunches to be had and a deposit to save for, everything can seem a bit financially crazy.

So if you have always wanted to do more with your money and learn about this ‘investing stuff’ then check out the event below…plus there will be champagne (cause we are fancy like that).

Now the world of investing can all seem very male, pale (and well a little bit stale) full of jargony words but we believe learning about investing doesn’t have to be confusing, complicated ...snoozeville stuff. In fact, it can be easy, fun, empowering and profitable when done right!

So She’s on the Money are on a mission to help you get started with your investing journey so you don’t miss out on building your wealth.

Our financial experts aka investing gurus are going to be breaking it all down so you can start building up with our epic 2 part event series…. There’ll also be champagne…(sorry did we already mentioned that?)

So if you’re thinking – nah my dad’s friend told me now is a bad time to start investing or Brexit's going to screw everything up – investing is too risky …what if I lose it all.. then we are going to be investigating these investing myths.

These events will give you real-world practical information to help you get started your own investing journey… no matter what your salary.

Ready to become an investing buff? #Boom yes you are!

PART 1 - 13 June

  • Introduction to investing and what happens to your money when you don’t invest
  • Setting your investing goals
  • Why compounding interest is so magical
  • Inflation and why cash isn't always king
  • Is investing safe and how to manage the risks
  • The importance of diversification
  • Types of investments and platforms
  • Introduction to pensions…..seems like a lot but time will fly!

PART 2 - 25 July

This is where we will take a deeper dive into:

  • Active vs passive investing
  • Tracker funds
  • Asset classes
  • Hedge funds
  • Commodities
  • Equity, bonds and more
  • How to make the most of your pension.

Don’t worry if you’re like I have nooooo idea what half of those words mean… we will be breaking it down in your language and we have a strict no question is too blonde policy.

THE SPEAKERS

Our speakers are all very impressive, highly qualified.... (pretty dam gorgeous overachievers) and we can’t help #girlcrushing on them all.

Girls just wanna have funds speakers

Rebecca Tunstall - Rathbones

Rebecca is an investment manager working with a team managing private client portfolios, self-invested pensions schemes and charities. She is a Chartered Fellow of the Chartered Institute for Securities and Investment. Rebecca has also been nominated numerous times for awards and is passionate about educating women about the importance of investing!

Charlotte Metcalfe - Rathbones

Charlotte joined the Rathbones’ trainee scheme in September 2016 following three years working with Land Rover. As an Assistant Investment Manager Charlotte supports the management of investments for private clients, personal pension schemes and trusts. Charlotte graduated from the University of Exeter in 2013 with a BA Hons in Politic. She currently working towards her Charters Wealth masters qualifications.

Lisa Conway-Hughes - Miss Lolly

Financial advisor, author, blogger, podcaster with a ridiculous IQ! She is a qualified Financial Advisor with fifteen years' experience and a Fellow of the Personal Finance Society. To date, she has appeared in the Guardian, Financial Times, Telegraph, Independent, Glamour and Citywire as well as on BBC News, discussing subjects such as The Budget.

Lisa Caplan – Nutmeg

Lisa joined Towry as a wealth adviser in September 2007. She was enrolled as one of the first in a cohort of four in a pioneering new programme with Towry (as it was then). The aim of the programme was to get women back into work after a career break. Lisa left Towry in January 2016 when she joined Nutmeg as head of financial advice. The role is incredibly varied. At its very core, Lisa designs, builds and tests Nutmeg’s suitability process to ensure our customers' investments are right for them and will help them meet their needs. More recently, Lisa has spearheaded the launch of Nutmeg’s personalised financial advice service – where she and her team offer customers fully qualified, personalised one-on-one financial advice to help them achieve their goals.

Michelle Keller Hobson – Wealthsimple

Michelle leads Client Success at Wealthsimple, a digital investing service that makes investing easy and accessible for everyone. In her role, Michelle has built a team focused on providing a world-class client experience to people across the United Kingdom.

Before making the leap to fintech, Michelle worked in Government Affairs for the Royal Bank of Canada and spent two years in politics working for the Prime Minister of Canada and several Cabinet Ministers.

Naomi Greatorex – Health Protection Insurance

Naomi Greatorex is the Managing Director of Heath Protection Solutions, having developed her knowledge working for some of the largest UK insurers over 10 years, Naomi created her insurance advisory business in 2014 to help people access a more personal, bespoke service when putting in place insurance planning.

We look forward to getting money savvy with you!

xxx

Share with friends

Date and Time

Location

Rathbones

8 Finsbury Circus

London

EC2M 7AZ

United Kingdom

View Map

Save This Event

Event Saved