“The greatest risk that women face today is not early death. It is living long and not having enough wealth to sustain their lifetimes” Deborah Owens, Wealth Coach”
“The greatest risk that women face today is not early death. It is living long and not having enough wealth to sustain their lifetimes” Deborah Owens, Wealth Coach”
This program entails a series of three-weeks series of 90 minutes each. The cost of participation is Ksh. 10,500/-.
Upon successful completion of the full course, Adelko Consulting will offer Certificates of Participation.
Deborah Owens is a true powerhouse and her mission to help women overcome their fear of investing has not gone unnoticed! She is America’s Wealth Coach™ and the founder of WealthyU: A Financial Wellness Company that has helped thousands of women start investing confidently. With two decades of experience in the investment industry, she also wrote three critically-acclaimed books to further her message; A Purse Of Your Own; An Easy Guide To Financial Security; Nickel And Dime Your Way To Wealth, and Confident Investing.
After 20 years with Fidelity Investments as a vice president, she founded WealthyU to provide bespoke training and coaching for professionals and organizations. Through WealthyU, Deborah aims to ensure all women have access to the same advice that would normally be acquired from exclusive wealth managers. Deborah holds a Masters of Business Administration from Loyola University of Maryland, an accomplishment that attests to her commitment to excellence within her realm.
Ryan is a talented and highly experienced investment and wealth management professional. He specializes in guiding astute African investors towards their financial goals by unlocking the opportunities global markets present by leveraging my long-standing investment banking career and exposure. With a deep understanding of global markets, tax regulations, and investment strategies, he provides comprehensive solutions tailored to diverse client needs, unlocking future financial abundance.
Ryan has curated a wealth and investment career spanning 17 years. Before joining Carrick Investment Services as a Private Wealth manager specializing in assisting African Executives and Entrepreneurs with accessing the global investment landscape and focused investment inclusion, Ryan spent most of his career in equity trading and stockbroking portfolio management with two of South Africa’s largest investment and private advisory banks. A dedicated family man, Ryan is keen on assisting fellow African residents craft a truly international future for themselves and their wider families.
Esther started off her career as a software developer where she was involved in the design, analysis, and development of several management systems. She later joined ICEA LION Asset Management in 2007, tasked with enhancing client services and ensuring data integrity. In 2010 she went on to become an equity and fixed-income dealer for the Insurance Business and went on to become the Portfolio Manager in charge of the insurance investments. She is currently a Senior Portfolio Manager responsible for investment management for Institutional Clients and Unit Trust funds. Esther is a member of the ICEA LION Investment Committee participating in asset allocation and security selection decision-making. At an industry level, she is a member of a working group for the Capital Markets Master Plan at CMA and also a member of the FMA CIS committee. Esther holds a Bachelor of Science (Mathematics) degree from the University of Nairobi and she is also a CFA level 2 candidate.
| TRAINING PROGRAM | OBJECTIVE | TARGET AUDIENCE | DATES | LOCATION |
| Wealth Building secrets for Successful women | To equip working and enterprising women with skills in: • Developing a wealth mindset. • Increasing their net worth. • Local and global investment insights. • Building social capital | Working and enterprising women over 35 years. | 2nd, 9th and 16th November, 2023 | Virtual |
| Psychometrics tools and their usage | Participants will: • Gain an understanding of psychometric testing and its relevance in the modern workplace • Understand the different types of psychometric assessment tools. • Gain an understanding of the principles and the psychology behind psychometric assessments. • Gain knowledge on how to conduct the assessments and analyze the reports. • Understand how to align participant reports with their career development plans and future training needs. | HR Professionals, Senior Managers and corporate Leaders. | Nov 2023 | Virtual |
| Retirement Planning | Participants will: • Profile their next theme of life. • Understand Retirement Paradigm Shifting. • Develop holistic retirement plans • Make sound decisions to create (invest), protect (insure, etc.) and distribute (wills, etc.) their wealth. • Learn how to create fulfilling retirement lifestyles. • Learn how to optimize their senior years. • Assume accountability and responsibility for their retirement plans. | Men and women in pre-retirement phase. | Feb 2024 | TBC |
| Wealth Acceleration Strategies for ambitious women | Participants will gain skills in: • developing the best wealth-building strategies • Strategies, tools and processes that work in today’s market. • Creating long-term wealth. • Mindshift – personal transformation to limitless possibilities. | Women in top political and corporate leadership. | Feb 2024 | Virtual |
| Nickle & Dime your way to wealth – How to start small and end up wealthy. | Participants will learn about: • Letting go of limiting beliefs on wealth. • Managing expenses. • Investing options. • Creating your own path to success. | Young entrepreneurs 20 – 35 years old. | March 2024 | Virtual |
| Leadership Development Workshop | Participants will gain skills in: • Conflict resolution. • Emotional Intelligence. • Organizational culture change process. • Strategic thinking skills for managers. | Corporate Managers and Executive Teams. | April 2024 | TBC |
| Diversity & Inclusion in recruitment and hiring | The participants will learn about: • Types of bias in recruitment and selection process. • Why candidate experience matters. • Potential actions to mitigate bias in the different process steps – JD writing, outreach, screening methodology, candidate communication, Panel interviews, decision making, and offer negotiations. • HR and recruitment policies and strategies that potentially promote bias. | HR managers, Recruitment experts, leaders and corporate managers. | June 2024 | TBC |
