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OWA CPD Evening 22nd September 2021 with Lisa Jansen & Paul McKinley discuss “Your Financial Goals – How to Score Them

MONEY FOCUS SERIES – One-hour interactive webinar

Join Lisa & Paul for the next session on their Money Focus Series.
See below for the topics to be covered and learning objectives.  This is a 1 hour interactive CPD evening on Zoom only using online polls and breakout rooms.  Optional MCQ Assessment 

Members – Click HERE for Access to Zoom Registration

Session Information

  • Setting your personal and professional goals
  • How planning your finances helps you achieve your goals
  • 7 best budgeting apps
  • The “Latte factor”
  • Top 5 strategies to set yourself up for home or practice ownership
  • Prospective buyers take note. (Tips to get ready for retirement or selling a practice).

Learning Objectives

  1. To understand the importance of setting personal, professional and financial goals at all stages of the professional journey
  2. Learn how your goals inform your financial planning and budgeting
  3. Apply budgeting strategies to build towards home and practice ownership
  4. Understand the pathway to retirement and the steps to consider when planning ahead

Venue:  Zoom

Registration Open – Register Direct with Zoom

Max CPD hours awarded: 1.5 N i

 

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Optometrist & Director Infinite Clarity Coaching

Lisa Jansen

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Lisa is an Optometrist in private practice in Claremont, Western Australia, with over 30 years experience in optometry, specially contact lens fitting and practice ownership. She was one of the first to fit orthokeratology lenses back in 1992, and completed her Certificate in Ocular Therapeutics in 2016. She is also a professional coach consulting with individuals and businesses.

Lisa has been involved with the profession holding Board positions with Optometry Australia (WA) and the Optometrist’s Registration Board. She is fascinated by neuroplasticity and the neuroscience of behaviour, change, and performance. Her coaching addresses strategies for clarity, goal-setting, and action towards success in business and in life.

“As an Optometrist I helped people to see clearly. Today as a transformational coach I help them to see themselves clearly.”

Director

Paul McKinley

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Paul has over 30 years relevant commercial experience in the finance, automotive and accounting industries, specialising in commercial funding with a strong focus on personalised client service and retention.