Carrick Athena - wealth advisory for women

Hope Ladies - Financial Freedom Talk
2024-06-20 14:30 UTC | Western Cape
You define You
…not your married name or who your family wants you to be. Your finances should echo this.
But, where to start? What to do? What questions to ask?
Life as a woman has many pivotal moments. Having money means creating choices and options in these moments so that you can do you, no matter what path you currently find yourself on.
Ladies joined us in Plett for a brief introduction to understanding their bigger “financial picture” and to gain financial freedom, equality and independence, so that they too have an empowered voice at the financial decision-making table in their lives. Included was wine and canapes, and an opportunity to engage with us and ask questions in a safe space.
Key Highlights

A simple way to understand investing
What you need to invest to give you financial freedom
Understanding risk and rewards
Our pivotal life moments – how to handle them financially

Our Speaker

Seanagh Fannin
Founder and Managing Director of Carrick Athena

Mastering Wealth Succession – Tips for passing on your wealth
2024-06-06 18:00 - 19:30 | 1 Bridge St, South End, Gqeberha, 6001, port elizabeth, 1 Bridge St, South End, Gqeberha, 6001, South Africa
Fact:
Statistically, women outlive their spouses by 5 to 7 years.
Statistically, a simple estate takes, on average, 2 to 3 years to wind up.
Where does that leave you and your loved ones? Does everyone know the plan? Do you just have a Will stating, “I leave everything to my significant other”, or have you worked out a plan, making this process as easy and effective as possible?
Join us for an evening of informative discussions, canapes, and a gin tasting as we explore strategies to ensure your wealth is preserved – just the way you intended.
We promise that it is likely to be one of the most informative evenings you have ever attended this year.
Having money for your later years and certainly for your family after you have gone means having choices, options, and the promise of living the life you want. To do this, you need to plan. Life is filled with pivotal moments, and knowing how to handle these is essential.
Key Highlights

A simple way to understand what happens with an estate
What plans need to be put in place
Common problems that families experience that can easily be avoided
Our pivotal life moments – how do we handle them financially?

Speaker

Seanagh Fannin
Founder and Managing Director of Carrick Athena
Register to Attend
This is an open event, and we invite you to bring your friends and family, but please do register so we can cater correctly. Limited to 40 seats.

Somerset West Quilters Guild Talk with Seanagh Fannin
2024-06-03 00:00 | Western Cape
Speaker

Seanagh Fannin
Founder and Managing Director of Carrick Athena

Investing 101 Seminar - Money is Power And Women Need More of Both
2024-03-13 18:00 | Western Cape

Women Know Your Place Seminar (Cape Town)
2024-03-06 19:30 | Western Cape

Thriving After Divorce Webinar
2024-02-15 00:00 | online
Divorce is such a painful experience, and statistically, women tend to be left undeniably worse off financially after a divorce. This can be for a number of reasons.
If you are going through this process, we want you to know, we truly feel for you and the heartache, worry and sadness this causes. We also know that your biggest concerns will be around finances and how to navigate this going forward.
We launched a three-part series covering everything you need to know whilst you navigate this very difficult time. In this webinar, the first part of this series, you will gain clarity on how marital regimes can impact your wealth strategy, and how you, as a woman, can craft a plan that aligns with your financial goals.

Speakers

Leslie Swart
Managing Director of Carrick Consult

Seanagh Fannin
Founder and Managing Director of Carrick Athena

Investing 101 Seminar (Plett)
2023-08-31 18:00 - 20:00 | Barrington’s Erf 2104 Piesang Valley Rd, Piesang Valley, Plettenberg Bay, 6600 Plettenberg Bay, Western Cape 6600 South Africa
Fact: 74% of women die single.
Having control of your finances, understanding the family finances and how decisions you’ve made will affect you down the line is extremely important. You define you, not your married name or who your family wants you to be. As such your finances and having control of your finances, need to reflect this.
But where to start? What to do? What questions to ask?
Having money means choices, options and the power for you to do you!
This seminar was a brief introduction to how to start accessing those choices. Understanding your bigger “financial picture” and where you need to get to have this financial freedom, equality and independence that ultimately defines the choices you can make.
Many women joined us for a talk followed by wine and canapes and had an opportunity to engage with us and ask questions in a safe space.
The fact is, women have different pivotal life moments to men, and they can happen at very different ages. Having a plan and knowing how to handle these moments is essential. Let’s change the financial services industry to start working for you and the woman that you are, whichever path you find yourself on.

Key Highlights

A simple way to understand investing
What you need to invest for financial freedom
Understanding risk and rewards
Our pivotal life moments – how to handle them financially

Speakers

Seanagh Fannin
Founder and Managing Director of Carrick Athena

For Women, By Women
2023-08-09 18:00 - 21:00 | Western Cape
Believe in the power of women, the power of you, the woman who has the power to change her own life and the women around her. Influence a woman and you influence a generation.
Many joined Carrick Athena, a wealth advisory for women by women, and Hope Rising, a charity for women by women, in collaboration with Barrington’s, for an exclusive fundraising event on Women’s Day 2023. Together, we shed light on gender-based violence (GBV) by empowering women through a hands-on self-defense skill class.
Not only was it fun, but essential opportunity to make a difference to not only women suffering from GBV, but ourselves in learning the skills of self-defense and financial wellbeing.

Because: You can only start to raise womankind once you raise yourself.
Tickets
Also included are self-defense class, complimentary wine tasting, canapes, live music, an auction and babysitter.
Single ticket: R350
Group ticket (4 tickets): R700 (50% discount)
