Can you hear it?

Autumn Jumping in leaves

Listen. Can you hear the sound of the leaves falling and feel the sense of anticipation we experience at this time of year? September seems to herald new beginnings in much the same way as January 1st. We often begin new projects, the pace of the world seems to pick up and there are new opportunities for learning and growth. And this year is no different in the Sophia world. You will see that we have a wide array of new classes -- all by Zoom webinars. We are going to help you get in top shape for your next negotiation, overcome your challenges with boundaries and help you find your footing during these weird times.

Take a look. Pass this newsletter on to a friend and attend together. The more the merrier!

We look forward to "seeing" you soon.

Making the Pension Decision

Thursday, September 17th

Mandatory requirements, multiple options, survivor benefits...?

Neeraj Jain

How do you make decisions that are sound, not just for now, but for the long term?

It is becoming increasingly difficult to manage multiple income streams from the many sources that will fund our retirement. We often change jobs and it is possible to end up with 3 or 4 different kinds and sources of pensions, not to mention government benefits.

In this class you will learn:

  • The factors involved in knowing when to start your pension
  • Different options and what they mean: annuities, bridges, guarantee periods
  • Survivor benefits - their costs and advantages
  • Multiple stream income planning and the taxation consequences

Taught by: Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI Co-founder Sophia Financial

Read more about Kamal

Thursday, September 17th, 2020
Time: 6:00 to 7:00 PM
Reserve Your Place. Register Now.

Negotiation: For the Lovers Not the Fighters

Tuesday, September 29th

In this highly engaging class, we will draw on conflict resolution theory and practical life experience to help you create strategies to initiate and manage difficult conversations. You will learn to ask for what you want - at home and at work!

Carrie Gallant
Carrie Gallant

This class, geared toward women, will use real life examples to help you create a tool kit of options for handling some of life's trickier conversations.

In this class you will learn:

What is a negotiation?

  • How to prepare for a difficult conversation
  • The five stages of a negotiation
  • The "invisible contracts" women enter into and how to get out of them
  • Managing emotions and taking back power

Taught by: Carrie Gallant, J.D.

Carrie Gallant brings her experience as an executive, former practicing lawyer and adjunct law professor to her work in helping clients master the art and science of negotiation and influence.

Read More about Carrie

Tuesday, September 29th, 2020
Time: 6:00 to 7:00 PM
Reserve Your Place. Register Now.

Boundaries 101

Saturday, October 10th

Understand what it feels like to solidly stand behind your 'no' and your 'yes' without fear, guilt, shame or anger.

Sony Baron

Saying 'no' when you mean it, and 'yes' when you mean it, is key to a clear and healthy communication in your personal, work, or business relationships.

In this presentation, you will learn the virtue of honouring your boundaries within and without.

Feel empowered as you stand strong for your best and highest good regardless of familial or cultural conditioning.

Taught by: Sony Baron, MA, MA., therapist, divorce coach, shaman and teacher

Read more about Sony

Saturday, October 10th, 2020
Time: 10:00 to 11:30 AM
Reserve Your Place. Register Now.

Transitioning through Divorce

Wednesday, October 21st

Karen Redmond

Divorce can be complex, challenging, and at times overwhelming. It is hard to know where to turn and how to negotiate this significant life transition.

Karen Redmond, a family lawyer and mediator will lead this highly informative overview of the legal options open to those considering transitioning out of their spousal partnerships. She will also look at the continuum of conflict and will touch on the various emotional and financial components of the options presented.

Taught by: Karen Redmond LLB, BEd, BA

Read more about Karen

Wednesday, October 21st 2020
Time: 6:00 to 7:00 PM
Reserve Your Place. Register Now.

Market Update: The Art of Boring

Tuesday, November 10th

Neeraj Jain

In this class, Neeraj Jain from Mawer Investments in Calgary, will share some simple strategies, frameworks, and insights to help listeners make better investment decisions and interpret what is going on in the capital markets today.

He will provide an insight into some bottom-up, long-term investing signals to cut through the short-term noise.

In short, this class will be a concise overview of what is happening now in the world of investments according to one of Canada's top portfolio managers.

Taught by: Neeraj Jain, CFA

Neeraj Jain is a member of the institutional client management team at Mawer Investment Management Ltd., which he joined in 2020. He is responsible for the management and servicing of institutional clients. He is a Chartered Financial Analyst (CFA) charter holder with investment experience since 2003. Read more about Neeraj

Tuesday, November 10th, 2020
Time: 6:00 to 7:00 PM
Reserve Your Place. Register Now

The Yoga of Money

Saturday, November 21st

Patricia Healey

How we are "on the mat" or the meditation cushion can be a metaphor for how we engage with our life. The process is circular, we bring who we are to the practice; and the practice, if we are mindful, comes "off the mat and into the world." Even our financial well being is connected to the way we hold our energy and use our body. If you don't know where your foot is, how can you find your footing in your life?

Paying attention, mindfully aligning your body, breath, and actions is the doorway to a more fully integrated, joyful and prosperous being.

In this class, Patricia will teach you how to apply these principles of the yogi to the everyday practice of building a joyful and successful life.

Taught by: Patricia Healey

Patricia Healey, CEO Enlightened Achievement is an internationally acclaimed facilitator and consultant who has successfully conducted thousands of seminars worldwide to Fortune 500 companies, private industry and crown corporations.

Read more about Patricia

Saturday, November 21st, 2020

Time: 9:00 to 10:30 AM

Reserve Your Place. Register Now.

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.

If you have any questions or would like further information about our workshops contact:
604 569 2891

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