Past Events
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.
Negotiation: For the Lovers Not the Fighters
Tuesday, September 29, 2020 – 6:00 – 7:00 PM
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 workshop, 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
Watch the webinar recording here.
Carrie Gallant brings her experience as an executive, former practicing lawyer and adjunct law professor to her work in helping clients master the art and science of negotiation and influence, and authentic leadership conversations that engage, build trust and culture for inspired innovation.
Carrie weaves psychology, neuroscience and improvisation with strategy as she inspires and empowers her clients to think bigger, negotiate more powerfully and step up into greater influence and impact.
She is founder of The Gallant Leader™ Institute and the EARN Your Worth™ Leaders Lab, an accredited Negotiation Consultant with ENS International and certified in Conversational Intelligence® and Authentic Leadership for Teams®.
Making the Pension Decision
Thursday, September 17, 2020 – 6pm-7pm
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
Check out the webinar recording here: https://youtu.be/KFFaXVyd-b8
Kamal is deeply passionate about creating economic equality by providing education and quality professional investment advice. She started her career after graduating from Simon Fraser University with a Bachelor of Science degree in Molecular Biology. She performed heart disease research at UBC which led to her co-authoring a research paper in a prominent scientific journal. In her early career, she worked as a supervisor with the Canada Revenue Agency.
Kamal is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and fully life insurance licensed. In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious financial planning and portfolio management firm on Vancouver’s west side.
Health, Hormones and Your Investments
Sunday, December 1, 2019
Join us for an exciting new perspective on behavioural finance and our health.
How do our hormones effect our decision making in general and our risk-taking behaviour with regard to our finances?
Does progesterone make us more resilient in volatile markets? Would a shot of testosterone give us the courage to have a heavier equity rating in our portfolios?
Dr. Anita Tannis and Tracy Theemes will intersect their educational and practical professional experiences to help you figure out how your hormones may be impacting your long-term financial success.
Dr. Anita Tannis is an Integrative and Functional Medicine Physician who graduated from McMaster Medical School in 1990 after completing her BA in Philosophy at Queen’s University, both in Ontario, Canada. The intersection of Art and Science, of the Body-Mind-Spirit in Health and Wellness has always fascinated her. Her current successful solo practice of eight years in West Vancouver, British Columbia is focused upon “Stress and Hormones”, first treating peri and menopausal women, then their husbands, their parents, kids and neighbours. Dr. Tannis employs whatever tools are needed to help her patients create inner and outer balance: hormones, detox and diet, nutraceuticals, acupuncture, awareness, movement, meditation, and more.
She is Assistant Clinical Professor in the Department of Family Practice at the University of British Columbia, and has been formally teaching Communication Skills to medical students for over a decade. She Certified in Holistic and Integrative Medicine (ABHIM) in 2002, certified in Medical Acupuncture from U. of Alberta since 2007 and she continues to pursue ongoing continuing education and certification in Functional Medicine, Bio-Identical Hormone Management, Stress and Age Management medicine. She was a physician for five years with Canada’s unique Integrative Cancer Care Center, Inspire Health, and she has also spent 22 years working with Vancouver Community medicine (VCH)–primarily with Adolescent sexual and mental health but also with Immigrants and Refugees. She is a frequent popular speaker in her extended community on the subject of “Stress and Hormones” and, more recently, on “Everything Is Connected to Everything Else”.
Dr. Tannis is a mother and a daughter who continues to study Transpersonal Psychology, Buddhism, yoga, and Tai Chi. She has a passion for personal development and the outdoors—all of which deeply informs her work.
Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver’s poorest neighbourhoods.
Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada. In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver’s west side.
New Paradigms of Retirement – Part 2
Friday, November 1, 2019
In this workshop you will learn:
- Methods for determining income needs
- Asset allocation strategies that match your situation
- Identifying Income streams and their individual taxation implications
- Ensuring funds are sufficient for long term needs
Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver’s poorest neighbourhoods.
Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada. In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver’s west side.
New Paradigms of Retirement – Part 1
Friday, November 1, 2019
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
- Determining need and designing financial objectives that are achievable
- The economic implications of longer life expectancies
- How to balance risk with financial security
Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver’s poorest neighbourhoods.
Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada. In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver’s west side.
Money, Love & the Law
Friday, November 1, 2019
What happens when we bring together one of Canada’s top family systems consultants, a family lawyer-mediator and a financial advisor with a psychology background? You get a lively, informative and highly entertaining discussion!
Join us as we look at the historical paradigms of marriage and the problems these old school ideas are creating in our new world. We will talk about the legal, psychological and financial responsibilities of spousal relationships in BC as well as the ins and outs of successfully navigating confusing and often misleading conceptions of healthy relating and long-term commitments.
Karen Redmond was called to the bar in 2004 and has practiced exclusively in the area of family law since 2008. She opened her own firm in 2011 and has been teaching family law at UBC as an adjunct professor since 2014. Karen is a mediator and a member of Collaborative Divorce Vancouver Group having served on the board for 6 years, finishing as board chair in 2017. Karen’s proudest accomplishment is her three daughters, who are all currently pursuing post-secondary education, which may require Karen to remain in the practice of law indefinitely…
Read more about Karen, https://www.redmondlaw.ca/about/
Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver’s poorest neighbourhoods.
Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada. In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver’s west side.
Energy, Flow and Your Finances: A Two-Part Workshop
Tuesday, October 1, 2019
Sony Baron asks, “What is your grief around the flow of money and success“?
Stuck energy can occur at many levels. This can make addressing impediments to our well-being challenging. In this powerful, experiential workshop, each participant will be supported and heard as we share stories and engage in reflection and personal exploration.
Sony will create a safe, sacred, heart held community. You can expect meditation, drumming, and journeying into your own deeper levels of consciousness to clear the obstacles to success in the areas of your life you feel blocked.
Personal Message from Sony: “Prerequisite for attendance is a strong intention to be fully present and a willingness to hear yourself and others. When you show up this way, you may experience a shift in your life, finances, work, health, relationships, and self-expression. If this appeals to you, then this circle of learning is for you”.
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.
Learn more about Sony Baron at baroncounselling.com.
Modern Portfolio Strategies
Tuesday, October 1, 2019
Modern Portfolio Theory is no longer modern and there are no “efficient frontiers” to be seen any time soon.
What are the most current ideas around investment management? How does the behavioural economics concept of irrationality play into our actions as managers of finance?
As an investor, knowing the trends, misconceptions and current research will help you manage your decision-making processes and better support your personal financial objectives.
Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver’s poorest neighbourhoods.
Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada. In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver’s west side.
Financial Wellness Fundamentals
Wednesday, May 1, 2019
Where do you start? How do we marry our values with our financial planning? This workshop will look at how we prioritize our steps and figure out the plan of action to achieve specific goals. We will also address the psychological aspects of money management and outline some tips for overcoming stuck patterns or habitual emotional responses that may get in the way of achieving our financial objectives.
Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver’s poorest neighbourhoods.
Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada. In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver’s west side.
Up Your Earnings Game
Monday, April 1, 2019
Career strategy is about more than finding and keeping a job. It is leveraging your key skills and aptitude into relevant work that optimally remunerates you.
In this workshop, Marlene Delanghe will explain the foundations of career planning and salary negotiation. You will learn how to map out a career path, negotiate a better salary and learn some tips on how to have career conversations that will lead to a more satisfying work life
Marlene, Founder and Principal of Career Solutions, consults with organizations that want to stay ahead of the curve with progressive human resource practices. With 20 years of experience, her clients include Fortune 500 companies, national and local firms in technology, and many other sectors.
She is also Faculty at BCIT providing business communication skills within technical professional training programs. From her HR consulting role and instructional role, she has seen over 10,000 resumes in the last 5 years and is eager to share her insights on how to leverage a candidate’s value within their targeted job market. From professionals with doctoral degrees to entry-level candidates, she has a depth of knowledge of what it takes to get into the “yes” pile.
She holds a Master’s Degree in Educational Psychology, a Certificate in Human Resources, an undergraduate degree in Business Administration, as well as certifications in numerous psychometric tools. She has been a contributor to the Sophia Wealth Academy since its inception, is an active member of Chartered Professionals in Human Resources of British Columbia & Yukon and was nominated for a Governor General’s Award for excellence in her research examining the underemployment of professionals.
