Upcoming Sophia Wealth Academy Events

*Please note that due to the current restrictions around COVID-19 we will update the information below on how you can attend our events virtually. Please feel free to sign up to our newsletter to stay updated. 

Boundaries 101

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 clear and healthy communication in your personal, work, or business relationships.
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.

Date:  Saturday, March 14, 
Time: 9:30 AM to 12:30 PM
To register  Click here

Making the Pension Decision

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 
Date: Wednesday March 18, 2020
Time: 6:30 to 8:30 PM
To register Click here

Negotiation: For the Lovers not the Fighters

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 
Date: Thursday, April 23, 2020
Time: 6:30 to 8:30 PM
To register Click here

New Paradigms of Retirement

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
Date: Saturday, May 9, 2020
Time: 9:30 AM -12:30 PM
To register Click here

We’d love to hear from you!

Contact us : 
Email: sophiawealthacademy@gmail.com
Phone: 778-945-5996