Happy New Year!

Are you tired of hearing about the new decade yet?

Whenever there are significant natural shifts in our environment, it can be easier to make changes that might be more difficult in the middle of normal routines. You will see we have a new slate of workshops - some familiar, some new - to help you move ahead with the changes you seek in your life.

Empowered Investing 2020

Thursday, January 16 - 6:30 to 8:30 PM

This is your opportunity to look at the future with 2020 vision. It is time to get your finances figured out and adopt a posture of power and self-reliance. By the end of this workshop you will discover the brave, inspired behaviours coupled with the strategies for support and action you need to move your financial life forward. You will learn:

Tracy Theemes
Tracy Theemes
  • How to make well informed, confident investment decisions
  • Modern investment strategies
  • The risk/reward relationship
  • What holds us back and what we can do about it
  • How to access our power and find the path forward

Taught by: Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

This class is for women only.

To register Click here


Transitioning through Divorce

Wednesday, February 5 - 6:30 to 8:30 PM

Divorce can be complex, challenging, and at times overwhelming.Join our expert panel for this highly informative discussion of the emotional, legal, and financial aspects of divorce.

Heart puzzle pieces

Tracy Theemes, Financial Advisor, Sophia Financial Group, will be joined by a lawyer and a family therapist who will draw upon their diverse backgrounds and expertise to provide a comprehensive overview for participants.

Co-taught by: Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

Karen Redmond, LLB, BEd, BA Read more about Karen

Abby Petterson, MA Psych, RCC, RP Read more about Abby

This class is for women only.

To register Click here


Our Hero Story

Saturday, February 15 - 9:30AM to 12:30PM

Gina Leola Woolsey

We use stories about ourselves - our pasts, our presents, and our hopeful futures - to both create and reveal who we are.

Financial advice blogs are rife with the phrase "our money story" using words such as abundance, prosperity, or a scarcity mentality. In telling our stories, do we show ourselves as heroes, in charge of our destinies, or as victims of circumstance, swept along the bumpy road of chance?

In this experiential workshop, you will learn to:

  • Communicate our ideas effectively in a professional, as well as personal landscape
  • Portray ourselves as the lead actors in our lives by framing our personal stories in an empowering narrative

Bring a notebook and be ready to craft your own heroic story.

Taught by: Gina Leola Woolsey, MFA, Award Winning Writer Read more about Gina

For more information about Gina's workshops, The Write Relationship Click here

To register Click here


ted logo

At TEDx Bear Creek Park, 17 speakers from the community are coming together, unified by their desire to promote a shift in thinking, to inspire and support the growth of ideas in Surrey and the Lower Mainland.

Tracy Theemes is one of the outstanding speakers chosen. Come and hear her enlightening talk on "Who Should Pick up the Bill on A First Date?' We promise it will make you think - and laugh!

Date: Saturday February 29, 2020

Time: 8:30AM to 4:00PM

For more info Click here To Buy Tickets Click here


Boundaries 101

Saturday, March 14 - 9:30 AM to 12:30 PM

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

Sony BaronSony Baron

In this workshop you will learn to:

  • be detached from your own mind chatter
  • say 'no' to beliefs and expectations that don't serve you
  • say 'no' to fear and anxiety
  • say 'no' to someone else's need and pain

Together, we will explore and discover the virtue of healthy boundaries!

Taught by: Sony Baron, MA, MA who is a gifted therapist, divorce coach, shaman and teacher and will be facilitating this life changing workshop.

To register Click here


Making the Pension Decision

Wednesday March 18, 2020 - 6:30 to 8:30 PM

Kamal Basra
Kamal Basra

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

To register Click here


Negotiation: For the Lovers not the Fighters

Thursday April 23, 2020 - 6:30 to 8:30 PM

hearts with lights

In this highly participatory workshop, 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!

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

You will learn:

  • What is a negotiation?
  • How to prepare
  • 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: Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

To register Click here


New Paradigms of Retirement

Saturday May 9, 2020 - 9:30 AM to 12:30 PM

Our ideas of retirement are being turned upside down with the

realities of longer life expectancies,economic upheaval, and constant social change.

In this workshop you will learn:

  • The four new phases of retirement and their financial impact
  • The economic implications of a longer life expectancy
  • Modern income planning strategies
  • How to balance risk with financial security

Co-taught by:

Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI

Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

To register Click here


Also, check out the SophiaWealthAcademy.com website where we offer online education, support and resources for those who cannot make it to our live education events. Make sure to sign up to receive even more opportunities to take your financial life to the next level of success.

We look forward to seeing you soon!

All the best for the coming year,

Tracy and Kamal


And finally...

We are as always, available to look at your current investment 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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