IFW Annual Conference 2021
Dates have now been confirmed for our 2021 Annual Conference which will take place online on 26th & 27th May 2021. We are working on an inspirational programme of seminars, workshops and best practice discussions with the aim of sharing the ‘how to’ of Financial Wellbeing. You can find details here regarding speakers we’ve confirmed so far and the outline itinerary; this page will be regularly updated.
Tickets for 2021 are now available to buy here
As a member led organisation, we want to create a meeting place for like-minded individuals. Our regional events are therefore the heartbeat of the IFW, allowing advisers, planners, coaches, paraplanners, indeed anyone with an interest in financial wellbeing to get together and share ideas and good practice. A mixture of speakers and social interaction, the regional events are a key part of being a member of the IFW. Regional Events take place quarterly and you can find forthcoming meetings here.
Helena Wardle - Brainstorming the Advice Gap - 9th March 1.00pm
Helena Wardle is an IFW member and a passionate Financial Planner who cares about helping people get more clarity, confidence and reassurance with their money matters. “I feel it is important to understand our client’s stories and to help connect their money with what matters to them. Outside of work, I run to keep me sane, and I am a real bookworm, so I read to relax and unwind.”
The topic for this month is Brainstorming The Advice Gap: how can we get more creative to help people with their money matters in a meaningful way. Sharing ideas and discussing ways to help and what should we be doing to engage younger clients.
Tickets are free for IFW members so if you have not received the promotion code contact firstname.lastname@example.org
The Forum for Coaches & Planners. Understand better how we all serve our clients and identify a way we can work in unison to deliver the message about Financial Wellbeing
Coffee & Croissants
Following the success of the “Coffee and croissants” session at the Conference, we will be hosting a monthly meeting for all coaches and planners who are interested in coaching. This will be an opportunity to meet new people, understand better how we all serve our clients and identify a way we can work in unison to deliver the message about Financial Wellbeing.
Our intention is to discuss a particular topic each month either on how to develop coaching within your business or on a coaching topic. If you have any suggestions for topics you would like to be covered please let us know.
Book your place on our forthcoming meeting here.
Hyperbolic discounting: 4th March 11.00am
The IFW Round Table
Over the year we will be discussing a range of topics, all of which have relevance to one of the 5 pillars of Financial Wellbeing. It’s free for members to join in, share your knowledge and experiences with fellow members.
Unlike much of the IFW events, the round table is not intended to provide practical solutions! It is a debate about some of the theories and research that underpin our approach to financial wellbeing. You might have some ideas to contribute, or you might just want to listen to what is always a lively and informed discussion.
The topic for March is Hyperbolic discounting: a cognitive bias in which humans show a preference for a reward that arrives sooner over a reward that arrives later
To reserve your space sign up here.
The initiative will be member-led. We’d love to hear from individuals and organisations who would like to get involved.