This is a Chairman's Network Zoom event for all Members/Fellows ( men and women) plus Guests. Invest up to 1.5 hours to start on a new and trusted relationship with peer group Members.
We always commence with brief introductions- your current and recent Board Roles and a bit about yourself.
The second part is open to discussing any specific subjects, challenges or requirements that the group maybe able to assist you with and/or a subject selected by your Group Host.
The format is to maintain one conversation with questions from the Group or Host.
"Women, Wellbeing and Wealth" with Tilney- open to Women and Men
‘The average pension of a 65-year-old woman is just 1/5th of the average pension of a 65-year-old man’ - CII & Insuring Women’s Futures Report 2018
Two years on from the CII publishing this statistic, the pension and investment gender gap is more prevalent than ever.
Tilney are committed to the manifesto set by Insuring Women’s Futures so please join our three female experts who will be discussing the issues that have led to the initiative and provide some useful tips for reviewing your finances and help improve investing and financial well-being for all.
Donna Money DipPFS – Financial Planning Director
Donna joined Tilney’s Birmingham team as a Financial Planner in 2016 after working for both Edward Jones and Towry, with over ten years’ previous advisory experience.
Having gained a first class honours degree in Applied & Analytical Chemistry, her passion for finance led to subsequent Diploma completion with the Chartered Insurance Institute. Donna now specialises in IHT and Estate planning for high net worth private clients. A strong advocate of cash flow planning, Donna’s scientific background ensures that all clients have a clear documented financial plan taking in to consideration the potential curveballs that life can often throw at us, thereby assisting clients and their families, toward a secure and successful financial future.
Lucinda Johnson – Investment Management Director
Lucinda has worked as an Investment Manager for Tilney since graduating Lancaster University in 2007. She is based in our Birmingham office. She is a Charted Fellow of the Chartered Institute of Securities and Investments (CISI). She currently looks after £150million on behalf of private clients from around the UK managing both personal, pension and company assets for them.
Laura Pittman – Associate Investment Manager
Laura joined Tilney in 2015 and is an active advocate of closing the gender wealth gap and promoting equality in all areas, from the environments we work in right down to our personal finances and investments. Having completed the CFA Investment Management Certificate, Laura is currently working towards the CISI Chartered Wealth Manger qualification. Laura has a joint honours degree in History of Art and French from University College London.
After the meeting, feel free to connect and carry on any 1-1 conversations plus any follow up.
If you are not a Member please join/register as an Associate and opt in (free) for your two free guest events at www.chairmansnetwork.com
If you are a Member, please update your profile so that others can find out about you before/after the event and for word searches on the platform.
Connect. Engage. Collaborate!
Hosted by Corporate Members Tilney