NextGen Planners Virtual Roundtable with Tina Weeks and James Beck

Given the virtual world we’re now living in we thought it would make sense to open up the East midland Roundtable to everyone in the community in what promises to be a great session.  

We’re delighted to be joined by Tina Weeks founder of Serenity Financial Planning, an innovative firm that uses life planning and coaching to ensure financial planning is inspirational and meaningful for its clients.

Tina has been a financial adviser for 24 years and in that time has gone full circle from selling financial products to a completely relationship-based approach to financial planning. She built the business around this concept believing that the client relationship is the most valuable asset a firm can have. Her vision is to bring financial life planning to as many people as possible so they can live a life of freedom without worrying about money.

Tina trained with the Kinder Institute becoming one of their first UK Registered Life Planners. In addition, she has trained in most other coaching methodologies. She is a mentor and coach to those that want to replicate her model and a regular speaker on the subject.

In this session Tina will be joined by Julian Danobeitia, an APECS accredited coach and examiner. Together they will be talk about the relationship based approach to financial planning and answer your questions around how to achieve the skills required to implement this approach into your practice.

Agenda

• 7:00pm – Welcome/Introduction with James Beck
• 7:05pm – Guest speaker Tina Weeks and Julia Danobeitia
• 8.05pm – Open discussion and questions
• 8:20pm – Closing remarks
• 8.30pm – Virtual Pub

For security reasons, once you've signed up to the event you will be taken through to the Zoom registration page. Please register in order to access this roundtable.

In order to make this session as valuable for you as we can please submit any questions beforehand to: tina@serenityfp.com