Meeting Information
Money EQ – Leveraging Emotional Intelligence to Increase Joy and Build Wealth
Date:
Wednesday August 21, 2024
Time:
7:30am - 9:00am US/Central GMT-5:00
Location:
3355 W Alabama, Ground Floor
Houston, TX 77098
Directions:

Meeting capacity:

50

Suggested Donation:

Agenda:

Topic:   Money EQ – Leveraging Emotional Intelligence to Increase Joy and Build Wealth

Speaker:   Kaki Perdue, Founder and Financial Planner, Look Both Ways Financial
 
Agenda:
- 7:30 am - 8:00 am: Networking 
- 8:00 am - 8:45 am: Presentation 
- 8:45 am - 9:00 am: Networking
- 9:00 am: Adjourn 

Presentation: 
We know that 90% of top performers have high Emotional Intelligence, yet 50% of people earning over $100,000 are still living paycheck to paycheck. Almost everything we do on a day-to-day basis involves money. So how do we think about applying emotional intelligence to our money so we can build wealth? 

Join Kaki Perdue, founder of Look Both Ways Financial to understand the most common ways that people view money. Learn to understand WHY people use a certain money lens, and how you can use emotional intelligence to improve your relationship with money. Then take simple steps to begin investing and growing wealth.

Speaker's bio:

Kaki spent 12 years as a CPA in public accounting and 6 years as a Chief Financial Officer for a tech company. She earned the CFP marks and launched Look Both Ways Financial in 2023. Why financial planning? Kaki stives to meet clients where they are, with no judgment. Kaki is on a mission to teach her clients to feel safe, strong, and secure managing their own money. She embraces the “Less is More” approach to both life and financial planning.  Kaki prefers outdoor fun – hiking, skiing, gardening, & camping. 


Kaki Perdue, CPA, CFP®

For meeting information, please contact:

Nikolay Gergov

(646) 391-2511
Attendees
12
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