We have just one more IFW talk and discussion to inform and inspire you in 2024! At 1pm on Tuesday 3rd December IFW Vice Chair Hiren Panchal will host Rachel Harte and Stacey Lowman of Money First Aid at the final Wellbeing Café of this year.
Rachel and Stacey will present
âWhy your business canât afford to ignore financial first aid.â
Book for the December Wellbeing Café.
Your key learning points:
- Discover what money first aiders provide and why increasing numbers of companies need them.
- Get a taster of money first aider training.
- Understand what these skills can add to your business offering
Rachel and Stacey have both worked in the financial services industry for more than a decade and co-developed the first digital financial coaching experience for the workplace.
Your speakers
Rachel Harte has 18 yearsâ experience in the financial services industry.
She is a Chartered Financial Planner and has advised high net worth clients on all areas of financial planning before joining a UK fintech start-up in 2020 to co-develop the first digital financial coaching experience for the workplace. This included developing independently accredited training programmes and championing the emerging financial coach profession.
Rachel is an Education Champion for the Personal Finance Society running free financial education workshops in schools.
Stacey Lowman has 16 years of experience in the investment industry, working for global corporates, fintechs and startups, in Europe, Asia and Silicon Valley.
She has been an accredited financial coach since 2016. Stacey set up her own Financial Coaching business in 2018, with a focus on financial wellbeing and values-led money management for positive impact.
Alongside Rachel, Stacey co-developed the first digital financial wellbeing experience for the workplace.
Book for the December Wellbeing Café.
Please share the news with everyone on your networks. Non-members are welcome to attend once for a taste of what we do.
I hope to see you there.
