Round Table: Planning for Financial Freedom

Financial freedom means different things to different people – more time, more security, more choice. But for entrepreneurs, it’s about more than numbers on a spreadsheet. It’s about building a life and business that work together to give you control of your future

Hosted by Elliott Birkett-Jones, Senior Associate of Wealth Management at RBC Brewin Dolphin, this round table will unpack the mindset, strategy and structure behind long-term financial success. By attending, you can expect a practical, open conversation designed to help you take charge of your money and make it work harder for you. 

Together, we’ll explore: 

Setting Ambitious but Achievable Goals
How do you define what financial freedom really looks like for you? We’ll discuss how to identify personal financial objectives and set future goals that are both inspiring and attainable. 

Aligning Personal and Business Strategies
Entrepreneurs often blur the lines between business and personal finances. We’ll explore ways to create joined-up strategies that strengthen both and why this alignment is key to lasting success. 

Building a Plan That Adapts and Endures
Markets shift, regulations change and life happens. We’ll share practical thoughts on how to build a plan that stays flexible, with regular check-ins to keep you on course no matter what comes your way. 

If you’re ready to move beyond short-term thinking and start shaping a future of true financial independence, this round table is for you. 

Expect straight talk, shared experience and actionable insights, all in a relaxed, confidential setting exclusively for entrepreneurs who want to make their money work smarter.

Due to limited capacity round table discussions are exclusively for entrepreneur members only. Guests or substitutions are not allowed.