Upcoming Sophia Wealth Academy Events

Our commitment to education that encompasses the whole person and the context and environment in which financial decisions our made is evident by the variety of classes and topics offered in our “Wise Money Talks” Webinar Series. Please feel free to sign up to our newsletter to stay updated. 

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 “Making The Pension Decision” webinar 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
Speaker: Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI

Date: Thursday, September 17th, 2020
Time: 6:00 to 7:00 PM

Negotiation: For the Lovers Not the Fighters

In this highly engaging 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 “Negotiation: For the Lovers Not the Fighters” webinar, 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.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
Speaker: Carrie Gallant, J.D.

Date: Tuesday, September 29th, 2020
Time: 6:00 to 7:00 PM

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 “Boundaries 101” webinar, 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.

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

Taught by: Sony Baron Sony’s educational background includes two Master degrees in Counselling Psychology and Education as well as training in couple and family therapy, Shamanic Healing, Reiki, and other energy healing modalities. She has years of experience teaching in college and university, working in health clinics and having a private practice where she works as a counsellor and a shamanic healer.

Date: Saturday, October 10th
Time: 10:00 to 11:30 AM

Transitioning through Divorce

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.
Speaker: Karen Redmond LLB, BEd, BA

Date: Wednesday, October 21st, 2020
Time: 6:00 to 7:00 PM

Market Update: The Art of Boring

In this webinar, 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.
This “Market Update: The Art of Boring” webinar, will be a concise overview of what is happening now in the world of investments according to one of Canada’s top portfolio managers.
  • You will learn insight into some bottom-up, long-term investing signals to cut through the short-term noise.
Speaker: Neeraj Jain, CFA

Date: Tuesday, November 10th, 2020
Time: 6:00 to 7:00 PM

The Yoga of Money

Nothing exists by itself. Nothing comes from nothing. How we are “on the mat” or the meditation cushion can be a metaphor with 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 wellbeing 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 are the doorway to a more fully integrated, joyful, and prosperous being. 

  • In this “Yoga of Money” webinar, Patricia will teach you how to apply these principles of the yogi to the everyday practice of building a joyful and successful life.
Speaker: Patricia Healey
Date: Saturday, November 21st, 2020
Time: 9:00 AM to 10:30 AM

We’d love to hear from you!

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