Taking place on 18 November at Fazeley Studios, from 5:00-pm-7:30pm, the event is aimed specifically at business owners and senior professionals.
Leadership coach Nim Pancholi has been announced as the guest speaker and the event will be hosted by Henry Allen, a wealth management consultant at Mattioli Woods.
The event will also cover the UK economic outlook and what it means for British businesses and entrepreneurs while focusing on the three financial blind spots that quietly undermine wealth with advice on how to manage them
Henry Allen, said: "Time and again, I meet incredibly successful entrepreneurs who have built exceptional businesses – but whose personal finances haven't kept pace.
“Their wealth is tied up in the company, their pension is underutilised, and succession hasn't been discussed with the family.
“These aren't small oversights; they're the kind of blind spots that can take years to unpick.
“That's exactly why we're hosting this event – to have those honest conversations in a relaxed setting and show you what's possible. If any of this resonates, I'd encourage you to come along. You've worked too hard to leave these things to chance."
