Houston (Katy/Sugar Land), TX
Next Meeting
RESERVE A SPOT
Date:
Wednesday August 21, 2024 7:30am - 9:00am US/Central
Location:
3355 W Alabama, Ground Floor
Houston, TX 77098
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®

Meetings

Please login to RSVP to meetings, so you can benefit from your membership status. Login

RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Money EQ – Leveraging Emotional Intelligence to Increase Joy and Build Wealth Aug 21
7:30am - 9:00am US/Central
5 Not registered Free
Reserve A Spot TBA Sep 18
7:30am - 9:00am US/Central
0 Not registered Free
Reserve A Spot TBA Oct 16
5:00pm - 7:00pm US/Central
7 Not registered Free
Reserve A Spot TBA Nov 20
5:00pm - 7:00pm US/Eastern
1 Not registered Free
Reserve A Spot TBA Dec 18
5:00pm - 7:00pm US/Eastern
1 Not registered Free
Using A.I. to unlock financial opportunities hidden in your unstructured document data May 16
7:30am - 9:00am US/Central
59 Not registered Free
Teach your business to fish Apr 18
7:30am - 9:00am US/Central
5 Not registered Free
Accounting for Cyber Risk as a Financial Executive Mar 21
7:30am - 9:00am US/Central
8 Not registered Free
Business Valuation for M&A: Purchase Price Allocations and Fairness Opinions Feb 22
7:30am - 9:00am US/Central
12 Not registered Free
Spend Management: What Are You Doing? Jan 24
7:30am - 9:00am US/Central
12 Not registered Free
Digital Currency/Banking Dec 13, 2023
8:00am - 9:00am US/Central
52 Not registered Free
Harvesting Tax Savings and Being a Hero To Your Clients Nov 16, 2023
7:30am - 9:00am US/Central
18 Not registered Free
Build a Peak Performance Culture Oct 19, 2023
8:00am - 9:00am US/Central
14 Not registered Free
Power BI Desktop Basics for Business or Power BI Desktop Basics for Finance Professionals Sep 21, 2023
8:00am - 9:00am US/Central
12 Not registered Free
The State of Sales 2023 – Small to Mid-sized Business Aug 17, 2023
8:00am - 9:00am US/Central
12 Not registered Free
CANCELLED Jul 20, 2023
8:00am - 9:00am US/Central
4 Not registered Free
Houston Job Market and How to Approach It Jun 22, 2023
8:30am - 9:30am US/Central
21 Not registered Free

Chapter Description

The Katy/Sugar Land Chapter covers the west side of the Houston metropolitan area.

Meetings will be held on the 3rd Thursday of the month. We will also hold evening social events.

Recorded Meetings

These are our Chapter's recently recorded meetings.

Not a member, yet?

If you wish to receive occasional email messages sent to members of this Chapter, please join!
JOIN Chapter
Member Stats

Total Members 641
Alumni (58%) 372
Active (39%) 253
Associate (1%) 4
Retired (2%) 12