Upcoming Events Sophia Fall Workshops

Dear Friends,

Financial success is determined by the sum total of our repeated patterns of thoughts, feelings and actions.

People who achieve their goals tend to have a few things in common. They are able to defer gratification, set appropriate boundaries and have organized systems to manage their lives. Conversely, those folks with a pattern of “unmanageability” that can lead to poor decision making. They often have debt and feel overwhelmed by their money situation.

We are launching our winter season with two foundational elements of a manageable, successful financial life. Organizing one’s environment and time creates space for better decision making. When we are thoughtful and calm, we increase the efficacy of our choices.

Our second workshop will address the protective gestures that are necessary to anchor and secure our finances. Insurance is considered boring—until you need it. Now is the time to take a look at if and how insurance can serve you and your loved ones.

Please join us for these FREE practical and important educational workshops!

We look forward to seeing you there.


Out of Chaos: Organize Your Life!

Let's get 2024 off to a roaring start! We all want to have a streamlined, efficient and elegant life. Our guest speaker Linda Chu is the Queen of assisting people to downsize, declutter, move, optimize their work and home spaces. She helps people create systems that liberate time and energy.

Living an organized life is about much more than keeping your desk or closet neat and tidy–it’s about optimal management of your time, your space and your actions. That starts with learning some beneficial habits.

Learn new sustainable, approaches to managing your life.

DATE: Tuesday, February 20, 2024
TIME: 6pm - 8pm
LOCATION: In-Person
Sophia Financial Office
3762 10th Ave West, Vancouver BC

Out of Chaos

WORKSHOP PRESENTER: Linda Chu, Founder, Out of Chaos. Linda is a leader in the industry and her organizing tips have been published in many major newspapers. She regularly appears on popular television and radio programs.

REGISTER NOW (limited seating available)

http://events.constantcontact.com/register/event?llr=jnvvy6dab&oeidk=a07ek9ex3na10c25fcc


And What About Insurance?

Insurance can play a crucial role in protecting the financial security for yourself and loved ones. It is an often overlooked and misunderstood element of a solid financial plan and can be useful at many stages of life.

Join our insurance expert Jacqueline Knoblauch as she walks us through insurance basics. She will be addressing the following common questions:

  1. What is insurance?
  2. What purposes can it serve for me, my family or my business?
  3. How do I determine how much I really need, if I need it?
  4. What are the different types and how do I know what is right for me and my loved ones?
  5. When shouldn’t insurance be used?

You will leave our workshop with a clear idea of what makes the most sense for you and those you care about.

DATE: Thursday, February 29, 2024
TIME: 6pm - 8pm
LOCATION: In-Person, Sophia Financial Offices

WORKSHOP PRESENTER:

What About Insurance

Jacqueline Knoblauch, CFP® CLU®, Insurance Planning Specialist, Raymond James. Jacqueline’s experience includes brokering high risk loans and mortgages, and being a senior insurance planner for a bank owned firm.

Replay available to registrants

REGISTER NOW (limited seating available)

http://events.constantcontact.com/register/event?llr=jnvvy6dab&oeidk=a07ek9ex3ngfae122b1