The Empowered Investor in 2025

Women face unique financial realities—longer lifespans, career interruptions, caregiving responsibilities, and pay disparities—that often translate into distinct challenges and overlooked opportunities when it comes to investing. This workshop is designed to address those realities head on.

Being grounded in terminology, aligning individual objectives to strategy, and seeing the context in which investment occurs are essential to an empowered economic life. In this comprehensive workshop on investment management and financial planning, you will learn:

• To make well-informed, confident investment decisions in a changing economic landscape
• The five steps of financial planning
• The relationship between asset allocation and investment returns
• How to balance risk and volatility with financial security

Taught by: Tracy Theemes
At the Sophia Financial Group offices