2021 Fall Event Schedule

We’re excited to bring you another empowering line-up of Sophia education events and workshops. So much can happen when we come together to learn and share our stories.

Our theme this fall season is “Finance Forward”

As we continue to traverse through the ever-changing world around us, let’s be inspired to get our financial lives humming the song we long to sing. Together, we will shift from reflection to practical action and harmony.

As such, we have prepared a wide array of offerings to help you move forward. Regardless of where you are on the financial continuum, we are certain there is something here for you. 

Many of our programs have limited registrations this season, so please make sure you register for your favourites ahead of time and mark them in your calendars. Take yourself and your future seriously with strong intention and follow through!

We look forward to seeing you soon.


Goal Setting: Fact and Fiction

Wednesday, September 15, 2021
6:00pm to 7:15pm via ZOOM

Taught by: Irene Nizzero MA, PCC - Executive and Personal Coach, Sudbury, ON


The world is intent on telling us that success hinges on our ability to set goals and achieve them. Annual employee reviews revolve around them, we raise our kids to strive for them, and our fitness programs are built on them. However, research and life experience paint a different picture. What is the role of goal setting versus “taking life as it comes” or setting intentions? In this dynamic workshop, the pros and cons of being goal-driven will be discussed as well as different kinds of goals and their outcomes. Because when all is said and done, not all goals are created equally.

During this presentation, these are some questions we’ll explore:

  • What makes a solid goal?
  • How can goals help…and hurt you?
  • Does motivation solve everything?
  • What is a powerful alternative to setting a goal?

REGISTER NOW

https://us02web.zoom.us/meeting/register/tZYtduiupz8vG9LL3nv_SVjaj3BI-VaW7b9h

 


Women, Wealth, Wisdom: Wild Ideas and New Paradigms

Saturday, September 25, 2021
9:30am to 11:00am via ZOOM

Taught by: Tracy Theemes MA, CFP - Financial Advisor, Co-Founder Sophia Financial Group 


Money is not a goal—it is a tool. The earth is not our slave but our salvation. Expressing the fullness of our humanity does not mean we need to live in a cave or lead a war. Over the last year and a half, we have learned many lessons about both our vulnerability and our core strengths. Now it is time to practice what we discovered and move forward in our financial, personal and spiritual lives. 

In this inspiring and motivating session, Tracy will share what she has learned about the following topics:

  • Disruption for good
  • Gentleness and generosity
  • Wealth and power
  • Leading from the heart

REGISTER NOW

https://us02web.zoom.us/meeting/register/tZ0tfumuqT0iGdVtERsOs3e7n1iMYOI4HwCO

 


8 Principles of Sound Investing

Wednesday, October 13, 2021
6:00pm to 7:15pm via ZOOM

Taught by: Tracy Theemes MA, CFP - Financial Advisor, Co-Founder Sophia Financial Group


Let’s cut to the chase. What do you need to do to make your money work for you? When can you start and what should be your first step? These questions and many more will be addressed while exploring eight key investment principles. Whether you are starting out or have been in the market for years, this overview of checks and balances will enable you to develop and assess your strategy and make the necessary adjustments as needed.

In this concise overview, you will learn principles that can be applied to your financial situation and implement best practices for reducing risk and optimizing returns.

REGISTER NOW

https://us02web.zoom.us/meeting/register/tZcucuqgpjsuHdaFEzkFU1ebCnDMeu2isrew

 


Life Aligned


Saturday, October 16
9:30am to 11:00am via ZOOM

Taught by: Bettina Rothe — Canada’s most respected Somatic Leadership Coach


It is challenging to get all the elements of our life aligned in harmony. Whether it is in our financial plan, our leadership style or in our personal relationships, the practice of embodied leadership will help us to achieve alignment.

In this dynamic and experiential workshop, you will learn how to:

  • Bring together vision (mind), passion (heart) and life-force (body)
  • Notice where you fall out of alignment (e.g., doubts, fears, no forward movement)
  • Bring yourself back through body based practices, mindfulness, and change of your inner narrative

Bettina provides practical tools and practices to help align and integrate change for a non-reactive and conscious way of leading life, one that is embodied and heart-centred.

REGISTER NOW

https://us02web.zoom.us/meeting/register/tZMod-Gsqj8qG9aL0SPhi6-PqUZRRXO95Kgl

 


*NEW* Cash Flow Connections Series

Wednesdays, October 20 to November 24
12pm - 1pm via ZOOM

Taught by: Kamal Basra BSc, CFP, FMA, FCSI - Financial Advisor, Co-Founder Sophia Financial Group and Tracy Theemes MA, CFP - Financial Advisor, Co-Founder Sophia Financial Group


Money is the currency of modern life. We cannot NOT have a relationship with it. Our job is to make it a friendly, positive and lucrative relationship. By understanding the practical mechanics of cash flow and investing, combined with self-knowledge, we are better able to create the financial life we have always wanted. Learn how your daily spending habits affect your long-term financial outcomes. Understand how money really works in your life. Then, with new tools and resources, you can be the boss of your money and not the other way around!

Join Tracy and Kamal for their exciting new six-part lunch hour webinar series that runs from October 20 through November 24, every Wednesday from 12pm-1pm. Your registration link will grant you access to all sessions. Grab your lunch and join us for informative, engaging, and empowering sessions that will help you reconnect with your finances!

 

October 20 — Managing Money in Changing Times

  • How do we establish a “new normal” in a shifting job and economic environment?         
  • What is cash flow and what is its connection to your long-term goals?
  • Learn new ways to adjust, plan and succeed even in the midst of change.

 

October 27 — Risk, Reward and Returns

  • Identify what risk really means.
  • Create a personal risk assessment and understand its implications.
  • Learn what current opportunities are disguised in your current situation and how you can reap the rewards of even the weirdest financial circumstances.

 

November 3 — Find Your Financial Balance

  • Observe your typical patterns and learn how to distinguish the helpful from the hindering.
  • Find the correct role of “future” versus “present.”
  • Create your own money credo.

 

November 10 — What’s Your Number?

  • Discuss the role of numbers in your overall financial strategy—what is relevant and what is not.
  • What is enough and how do you define it?
  • Define a path forward that allows you to adapt to change and still stay the course.

 

November 17 — Moving Forward, Moving Through

  • The adage “the only way out, is through” has never been truer.
  • Identify best practices for you to stay on track and adapt to turbulence.
  • Learn the skills you need to be financially resilient.

 

November 24 — Open Q&A with Kamal and Tracy

  • Still unsure of how this all relates to you or have questions that are keeping you up at night? Here is your opportunity to ask those questions around what remains unclear and be part of a dialogue that will inspire, inform and guide you forward.

 

REGISTER NOW

https://us02web.zoom.us/meeting/register/tZ0tdOCsrz8pE9Uq-RnFHbGAlWo8RBq5gsPv

 


Market Update and 2022 Outlook

Tuesday, November 9, 2021
4:00pm-5:00pm on ZOOM

Taught by: Nadeem Kassam, Head of Investment Strategy, Private Client Group — Raymond James and Ajay Virk, Fixed Income and Foreign Exchange Specialist — Raymond James


In this fireside chat format, our guest speakers will provide an overview of current interest rates, valuation, inflation and economic policy and their impact on the major asset classes—bonds, fixed income and currency. They will also discuss the short- and long-term perspectives on portfolio management.

There will be a Q & A session after the presentation, so bring your questions!

REGISTER NOW

https://us02web.zoom.us/meeting/register/tZMvdOGsrDgrE9Zw4nLUyR1e19CNWzgT1uNW

 


Transitioning Through Divorce (Women only)

Tuesday, November 23, 2021
6:00pm to 7:30pm via ZOOM

Hosted by: Tracy Theemes MA, CFP - Financial Divorce Specialist
Guest Experts: Karen Redmond, Family Lawyer, Mediator and Sandy Hawkins, MA, RCC, Divorce Coach and Child Specialist


Divorce can be complex, challenging, and at times overwhelming. Join Tracy Theemes as she moderates this highly informative panel discussion of the emotional, legal, and financial aspects of divorce with family lawyer Karen Redmond and divorce coach Sandy Hawkins. They will draw upon their diverse backgrounds and expertise to provide a comprehensive overview of what it means to transition through divorce.

You will learn:

  • The five financial steps you need to know to move forward. 
  • The conflict continuum and which process best fits your relationship.
  • What kids need to help transition. 
  • What you need to reduce stress and stay emotionally intact.

REGISTER NOW

https://us02web.zoom.us/meeting/register/tZYkdOutqz8qE9I0cOF-hcsj7ERjJADZsAC_

 


The Power of Letting Go

Monday, December 6, 2021
6:00pm to 8:00pm on ZOOM

Taught by: Jennifer England, Leadership Strategist and Integral Master Coach with Spark Coaching, Whitehorse, YT


In a “culture of urgency,” we can often feel overwhelmed, under-supported and perpetually fatigued. How do we balance co-creation and intuition with the challenges of leading in urgent times?

In this probing discussion, we will address:

  • The torment of living in a culture that values speed, fixing and winning.
  • How to cultivate growth, generosity and exercise authentic power. 
  • Why being a #girlboss might undermine your impact.
    The paradox of control and letting go in an uncertain world.

REGISTER NOW

https://us02web.zoom.us/meeting/register/tZcudOmqqDosHNNiB5WlLtGg4l_xcX40L8my

 


And finally...

We are as always, available to look at your current investment and financial planning strategies, answer your questions and help you map out a plan for achieving your financial goals. Just give us a call if you need a second opinion or guidance for how to take your next step. As always, we are here to help!

Tracy Theemes and Kamal

Sophia Financial Group of Raymond James
3762 W 10th Avenue, Vancouver, B.C.
sophiafinancial.ca

If you have any questions or would like further information about our workshops contact:
tracy.theemes@raymondjames.ca
604 569 2891



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