Empowering Workshops
Have you ever considered that midlife could be your best chapter yet? Traditionally, midlife has been viewed through a lens of inevitability – characterised by milestones such as career transitions, physical changes, an empty nest, and the passing of parents. Often, it’s seen as a period of feeling stuck, dissatisfied, and in search of purpose.
But what if we could flip that narrative?
Join me for a workshop inspired by my recent enlightening experience at the Modern Elder Academy in Mexico with Chip Conley. Learn how to love midlife and discover the abundance of opportunities this vibrant phase has to offer.
What You Will Gain:
- Insights from my journey and time learning directly from Chip Conley.
- Strategies to realign your life’s priorities and understand your relationship with money.
- Ideas and practical steps for exploring side hustles, launching a second career, and turning passions into profit.
- Tools to shift this significant life stage from a crisis to an opportunity.
Are you feeling overwhelmed and underprepared for a current or impending life transition? Are you open to learning and turning the page of life with confidence?
Get ready to Redefine Your Life’s Next Chapter!
Planning Your Next Transition.
Life transition could be anything – a midlife change, an empty nest, moving to a new city, divorce, retirement, or a personal loss. These life-altering moments can sometimes seem overwhelming, but don’t let them shake you. Embrace these transitions as stepping stones to a renewed, wholehearted life.
Enter a safe virtual space this August with Kim Potgieter. Live by her mantra: ‘Don’t leave your life to chance, or you’ll live a life someone else plans.’ With her guidance, learn to intercept life’s curveballs and shape your destiny!
Uncover the secrets to:
- Envision a successful next chapter
- Navigate through your life transitions with our ‘suitcase exercise’
- Understand and transform your relationship with money
- Develop new habits that stick
- Embrace vulnerability as a strength for change
- Identify your guiding values
- Become a more courageous person, leading a life you choose, not what others choose for you
Prepare for a courageous new chapter as Kim shares her profound insights, personal experiences, actionable strategies, and learnings from global thought leaders such as Mitch Anthony, David Krueger, Chip Conley and Dr Brené Brown.
This six-hour workshop will help you approach retirement as a new beginning – a chapter filled with possibility, purpose, and personal meaning. Ideal for people aged 50 and above, the workshop is based on Chartered’s Retiremeant™ philosophy:
Through a combination of guided reflection, interactive exercises, and financial planning insights, the workshop helps you:
- Redefine what retirement means to you and create a vision for your ideal future.
- Understand your relationship with money as an enabler of your life.
- Explore the elements contributing to a balanced and fulfilling life: work, play, purpose, health, learning, relationships, giving back, and money.
- Lay the foundation for your financial plan that supports your life in retirement.
You’ll also discover how your life plan and financial plan are interconnected and how aligning the two can help you design a retirement that supports your dreams and your lifestyle.
The workshop includes:
- A personal workbook and support pack.
- Practical tools and resources.
- A safe space for meaningful reflection and guided planning.
Don’t just focus on the numbers. Discover how to create a meaningful retirement that aligns with your values and aspirations.
Remember, failing to plan is planning to fail.
What some clients say
This six-hour workshop is for people who are still earning and creating their wealth legacy, typically between the ages of 35 and 50. It’s based on the philosophy that a holistic plan includes a Life Plan, Financial Plan (which includes Scenario Planning and an Investment Strategy,) and an Estate Plan.
Kim explains that Life Planning is the first essential step to Financial Planning. It’s about visualising, planning and then putting into action the plans, goals and dreams that you have for your life. Your Life Plan is enabled by your Financial Plan – this means that the way you structure your investments depend on what you want to do with your money.
Kim guides you to align your money with meaning and to consciously create the life you want.
What some clients say
About Dare to Lead™
This workshop is based on the research of Brené Brown and covers the four skill sets of courage: Rumbling with Vulnerability, Living into our Values, Braving Trust and Learning to Rise. These skills are teachable, measurable and observable.
Dare to Lead is about building courage. Courage requires vulnerability – and it makes you feel uncomfortable. But courage is about bringing your whole self to every situation – your thoughts, emotions and behaviour.
Who should attend?
If you want to be braver, willing to show up as your authentic self and leave the body armor at home, then Dare to Lead is for you! Discover and learn the skills needed to walk into the arena of life and change the way you show up with people.
Booking options
Book Kim for a 1-day workshop or for the full curriculum over 3 days. On completion of the full curriculum over three days, participants will receive a Dare to Lead Trained Certificate. All options include interactive exercises, video lessons by Brené Brown and Kim’s personal learnings.
What some clients say
Paula Quinsee
The Dare to Lead course provided a lot of insight into my own personal growth journey and is very relevant to the work and industry I am in. I found Kim to be a wonderful facilitator who allowed participants to discover, explore and share their stories whilst at the same time stepping into their own vulnerability and courage. Thanks for wonderful and insightful experience!
Tracy-Lee Benkwitz
I thoroughly enjoyed the course, interacting, sharing and learning from you and your team. I took away that showing up ‘vulnerable’ is aa practical and important step I need to take every day to grow as person and help others do the same. The course materials, interactive practicals as well as the take home info , have helped cement lessons learned. The next journey is one of bravery to step out in confidence and share! It was in a nutshell , inspiring and invigorating!
Hayley Giuricich
The Dare to Lead Program is all about self-development and being or becoming your best self. Kim is an excellent facilitator, she has a grounded confidence and her passion for the Dare To Lead content shines through in her interactions. This course is personal and Kim was able to support and inspire me on a truly self-reflective journey. Thank you.
Rob Macdonald
I have just completed a 3 day DTL workshop facilitated by Kim and Julia. It was superbly facilitated and did absolute justice to Brené Brown’s inspiring work. I think this work is relevant to all aspects of our lives. Whoever you are, or whatever your role, I have no doubt you will get great value from the workshop. I think we put armour on daily, be it parent, partner, teacher, leader, business person or professional. The workshop process helps you engage with the idea that becoming more vulnerable is at the core of being able to connect more effectively with others.
The call for brave conversations with Clients
Kim believes that Financial Planning done properly is to guide and mentor clients to formulate a Life Plan, supported by the Financial Plan; and for Life Planning to be truly effective, Planners need to be self-aware and equipped with coaching skills so that they feel comfortable having these brave conversations.
Planners are now required to take on the role of coach and mentor – and this role involves authenticity, vulnerability, empathy, non-judgemental listening skills and the ability to inspire.
Kim will guide you to change your value proposition by teaching the skills and practices needed to connect with clients in a meaningful way.
Booking options
Book Kim for a 1-day workshop or for the full curriculum over 3 days. On completion of the full curriculum over three days, participants will receive a Dare to Lead Trained Certificate. All options include interactive exercises, video lessons by Brené Brown and Kim’s personal learnings.
What some clients say
Rob Macdonald
I have just completed co-facilitating a series of Behavioural Coaching workshops for financial planners with Kim. Kim was inspirational in telling her personal story, and how she has enacted her passion of helping people have courageous conversations about money; and help them become the masters of their money, rather than be money’s servant.
Kevin Feather
Kim is an inspirational leader in the financial planning industry and recently shared her story with a group of independent financial advisers. She facilitated Financial Life Planning workshops throughout South Africa as part of the Allan Gray Behavioural Coaching Programme for Independent Financial Advisers.
This four-hour workshop is aimed at helping you understand, edit and change the relationship you have with money. How you think and feel about money determines to a large extent how your money story will play out in your life.
Kim guides you to put money in its rightful place – as an enabler of your life goals and dreams. The workshop will take you through a five-step process that will help you make significant positive changes to the role of money in your life. A clear understanding of your relationship with money can start a whole new chapter where you are able to change the story, rewrite the chapter and start making money serve you – instead of the other way around.