Financial Liverpool Christmas Lunch

The Athenaeum
Wednesday, 12 December 2018
12:00 pm – 3:00 pm (UK time)
    • Olivia Stefanino

Annual Christmas Lunch
Join us to celebrate Christmas and welcome in the New Year.
As well as providing CPD, this is a social event with an element of fun. A delicious 3 course meal and a glass of wine is included, as well as plenty of fun and games.

Speaker: Olivia Stefanino
Topic: How To Understand People Faster - Through The Medium Of Money!”

A former journalist and author of “Be Your Own Guru - personal and business enlightenment in just 3 days!”, Olivia will be sharing some of the unique insights
she’s gained over more than two decades working as an executive coach - predominantly in the finance sector - and in her private practice.

While Jungian Archetypes reflect our humanness, what if there were equally compelling archetypes that could reveal our attitudes and beliefs around money?
Intriguingly, our attitudes to money reveal our attitudes to everything else in life and during this interactive CPD session, you’ll be introduced to Olivia’s powerful ‘Money Types’ emotional profiling system.

A key foundational building block for studying behavioural finance, the ‘Money Types’ system is a useful and effective tool for understanding both ourselves and other people. At the same time, it creates an easy, memorable and engaging ‘common language’ - which makes for better communication with clients. As well as discovering your own primary ‘Money Type’, in this fascinating session you’ll also learn about the often-hidden fears and blocks that people have around money and you’ll find out how to help remove those obstacles - leaving you free to use your expertise to engage with clients at a deeper level.

Christmas Menu 2018

Hog Roast and Apple pate, soused carrot, apple puree, crackling
Cream of celeriac soup, Gorgonzola dressing, croutons (V)
Goats cheese and beetroot croquette, lemon crème fraiche, mandarin and herb salad (V)
Home cured gravadlax, Russian salad, caviar and lemon pearls

Main course
Roast crown of turkey, Pigs in Blankets, festive pork stuffing,
seasonal vegetables and potatoes, turkey gravy
Baked Salmon fillet with Almond and Cranberry crust, Orange butter sauce
Bordeaux braised beef with thyme and grain mustard, truffled cabbage and chestnuts, caramelized shallots
Butternut Squash and Walnut tart, roast tomatoes, white onion sauce (V)
All main courses are served with seasonal vegetables & potatoes

Christmas pudding with brandy butter sauce
Bucks fizz cheesecake, berry compote
Chocolate fudge tart, Baileys ice cream

Tea, Coffee & Mince pies

Please advise any special dietary requirements and menu choices in advance. Places are limited and on a first come/ first served basis.
Price: £25 per head for Members (Non-members £30 per head)
Members include members of Financial Liverpool, CII and PFS.

  • Church Alley
  • Liverpool
  • L1 3DD
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at