Empowering and Useful Information About Finances, Health, Spirituality, and Life in General
From Goal Setting to Principles of Sound Investing, Women, Wealth, and Wisdom to Transitioning through Divorce, we offer a wide array of in-person and virtual classes that address the diversity of stage, age, and experience of our community.
Regardless of what is going on around us, no one can take away our ability to manage our thoughts more productively, develop sound plans and take progressive action towards our financial goals. This season is all about Finance Forward – as we continue to traverse through the ever-changing world around us, we are ready to get our financial lives in shape. We are moving from reflection to practical action and harmony.
It is essential to understand not just your investments and financial plans but all of the life skills and strategies that surround it. Regardless of where you are on the financial continuum, we are certain there is something here for you. And we are here to help!
Grow your money. Increase your confidence. Use your power.
Fall 2023 / Winter 2024: In-Person Wise Money Talks
We have put together an autumn of fabulous classes – and ALL of them in person at the Sophia offices. We look forward to the energy of your presence around our boardroom table. We want to hear your questions, your thoughts, and of course, your laughter. It is time to look at your financial wellness from a broader perspective and to do it with like-minded people.
Who have you become during the last 4 years? How is your life different? How is that reflected in the financial planning choices that you make?
All workshops are free. This is your opportunity to learn, try out new ideas, and update your investment knowledge. Make sure to bring a friend!
Browse our range of successful past educational events
Our past events were highly successful in providing women with education in a broad range of topics ranging from modern investment strategies, legal, psychological and financial relationship responsibilities, retirement paradigms, the psychology of money, behavioural finance, salary negotiation and many more.