Upcoming and Past Webinars
Upcoming and Past Webinars
Every webinar we run is listed here, complete with session summaries, learning outcomes, and direct links to each recording.
Busy People Series – Webinar 5
Title: Financial Tips for Business Owners
Date and Time: September 2025
During this webinar we discuss:
– How to unlock your business cash and make it work for you
– Smart ways to turn company profits into personal wealth
– The best strategies for using excess business funds effectively
What Attendees Will Learn:
In this session, Chartered Financial Adviser Lisa Conway-Hughes is joined by Heather Darnell, Founder and Finance Director at ASK THE BOSS, to explore how business owners can transform company gains into lasting financial freedom. Here’s what we’ll cover:
– Unlocking Cash Flow: How to make the most of your business profits and reinvest wisely.
– Strategic Spending: Whether to overpay your mortgage, invest, or top up your pension—and how to decide what’s best for you.
– Planning Ahead: How to prepare for large expenses such as school fees without disrupting your business growth.
– Financial Freedom: Practical ways to create balance between your business success and personal financial wellbeing.
Busy People Series – Webinar 6
Title: How to Retire Well
Date and Time: September 2025
During this webinar we discuss:
– How to create a retirement plan that reflects your lifestyle goals
– The emotional and psychological side of preparing for retirement
– Practical steps to build financial security and peace of mind
What Attendees Will Learn:
In this session, Chartered Financial Adviser Lisa Conway-Hughes is joined by financial coach and Konmari® specialist Sarah Miloudi to explore how to retire with confidence and clarity. Here’s what we’ll cover:
– Mindset for Retirement: How to manage the emotional transition from work to freedom and redefine what fulfilment means.
– Financial Organisation: Simple ways to declutter your finances, understand your income sources, and prepare for a smooth transition.
– Building Stability: How to balance your savings, pensions, and lifestyle choices for long-term comfort.
– Living Well: How to create a purposeful, financially secure retirement that allows you to enjoy life on your terms.
Busy People Series – Webinar 3
Title: Everything You Wish Your Accountant Would Tell You
Date and Time: June 2025
During this webinar we discuss:
– How to ask the right questions to build a trusting relationship with your accountant
– Decoding financial jargon and understanding the key terms that impact your business
– How to move from passive to proactive planning with your financial team
What Attendees Will Learn:
In this session, Chartered Financial Adviser Lisa Conway-Hughes and tax specialist Faye Watts share practical insights to help business owners feel confident in their finances. Here’s what we’ll cover:
– Building Better Relationships: How to communicate effectively with your accountant to get the advice and clarity you need.
– Understanding the Language: We’ll break down common financial jargon and show you how to make sense of it all.
– Proactive Planning: How to take control of your business finances through smarter conversations and forward-thinking strategy.
– Expert Guidance: Hear from two leading voices in finance about how to make your money work harder and your business thrive.
Busy People Series – Webinar 4
Title: Financial Tips for Busy People – Organisation
Date and Time: July 2025
During this webinar we discuss:
– How clutter in your home or business can affect your financial wellbeing
– Simple ways to organise your finances for greater clarity and control
– How mindset and money habits are linked, and how to create positive change
What Attendees Will Learn:
In this session, Chartered Financial Adviser Lisa Conway-Hughes is joined by financial coach and Konmari® specialist Sarah Miloudi to explore the power of organisation in transforming both your finances and your mindset. Here’s what we’ll cover:
– Decluttering for Clarity: How tidying your space can improve focus, productivity, and your relationship with money.
– Financial Habits: Practical steps to build consistency, reduce overwhelm, and stay on top of your finances.
– Psychology of Money: How cognitive patterns influence spending and saving behaviours, and how to shift them.
– Real-Life Tools: Tips and systems to create a more organised, stress-free approach to managing your money and your life.
Episode: Busy People Series – Webinar 1
Title: Tax Planning & Pensions
Date and Time: Jan 2025
During this webinar we discuss:
– How do you feel about your money
– Know what you want – money goals
– Get pension savvy
– What to do next
What Attendees Will Learn:
In this session, we explore how to take control of your finances as a busy professional in the 21st century. Here’s what we’ll cover:
– Pensions: How they work, the 5 key rules you need to know, and practical ways to improve the amount you’ll receive.
– Understanding Investments: A breakdown of equities, stocks, and bonds to help you make informed decisions.
– Economic Factors: How inflation and interest rates impact your financial plan, and what you can do to stay ahead.
– Tax-Efficient Investing: Strategies to invest your money in the most tax-efficient way possible.
Episode: Busy People Series – Webinar 2
Title: Budgeting Masterclass
Date and Time: April 2025
Do you struggle to budget each month? Does it sometimes feel like you’re constantly eating into your savings and getting nowhere? We know how you feel, and we’ve seen this with clients we’ve worked with many times over the years. In our latest webinar, Lisa Conway-Hughes from LCH/WEALTH is going to go through our top budgeting tips for busy people, helping you to get on top of your money.
What Attendees Will Learn:
We’ll be looking at some of the biggest questions we get asked, including:
1. Budgeting tips that you can stick to and rules that you can follow every month to make it a 15 minute job.
2. How to automate your savings and investments each month, so that you are building your wealth without even knowing it.
3. How you can plan for irregular expenses, so your financial plan isn’t derailed.
4. How much emergency cash to have (most people we see have the wrong amount!) and how to get the best interest rates.
