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.
Health, Hormones and a Happy Life
Thursday, November 1, 2018
Dr Anita Tannis, a family physician specializing in integrative medicine looks at health and wellness from a contextual point of view. As aging adults we are often confused and sometimes stressed out by our aging bodies. How does ongoing life stress affect us? And what do we need to know about sexuality and hormones to best manage the physical and often social transitions we find ourselves negotiating.
Dr. Tannis will present the newest research and best practices to assist you in understanding how you can take care of yourself for optimal health, pleasure and longevity.
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.
Love and the Law
Thursday, November 1, 2018
“Let’s move in together!”
“Want to get married?”
“There’s no way in Hades you are getting any money from me when I’m gone!”
Taught by two of Vancouver’s finest legal minds, we will address how the law shapes our relationships and the responsibilities that we, often inadvertently, sign up for when we make relationship commitments – and threats!
The new family and estate laws are altering our expectations as well as our legal roles and responsibilities to one another. It is important to know what your promises mean and how to best protect yourself from unexpected twists and turns in life.
New Paradigms of Retirement
Monday, October 1, 2018
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
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.
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.
Empowered Investing for Young Professionals
Monday, October 1, 2018
Landing a great job and feeling like your career is finally launched are momentous milestones of adulthood. But with a salary and employment come decisions about savings, investments, whether to buy or rent and how to pay off student debt.
In this interactive and engaging workshop, you will learn:
- How to make well informed, confident investment decisions
- The relationship between asset allocation and investment return
- Debt versus savings
- How to balance risk with financial security
- TFSAs, RRSPs, GICs
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, Marriage and Mayhem
Saturday, September 1, 2018
Sponsored by UBC Sauder School of Business, Tracy Theemes will be at the Vancouver Club to teach more about communicating and managing finances in your relationships.
This year, Tracy will be joined by guest expert, Lisa Alexander, Collaborative Family Lawyer & Mediator, to lead this interactive workshop that aims to help you feel more confident in your ability to discuss money and create a prosperous financial life.
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.
The Psychology of Money
Tuesday, May 1, 2018
When it comes to money, nothing is really as it seems.
The idea that humans are rational and their relationship with money is logical has been soundly disproven in the research. Gender, socio-cultural conditioning, epigenetics, family system theory combined with the dynamics of a changing world create psychological responses that are often unknown and can thwart our most precious financial goals.
In this workshop taught by Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS, you will learn:
- 7 principles of personal financial behaviour
- 3 factors that affect our relationship with money
- The basic principles of behavioural finance and their consequences in the field of personal financial planning
- Ways to overcome your own biases and patterns to achieve a better, more successful and peaceful financial life
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.
Estate Planning Essentials
Sunday, April 1, 2018
Transferring wealth is a complex affair.
With new estate laws and ever-increasing complications in families, there are many land mines – and opportunities that need to be understood. The days of just writing up a letter of your last wishes with a signature from a neighbour are over. To protect yourself, your family, your assets and leave a legacy to be proud of you will need to prepare carefully. Nicole Garton has guided hundreds of families through the murky and often troubled waters of organizing their estates. Now is the time to figure this out.
Nicole Garton, B.A., LL.B., TEP, founder and principal of Heritage Law, is a lawyer, mediator and parenting coordinator of family law, wills and estates matters. She is accredited by the Law Society of BC to act as a Family Law Mediator, Parenting Coordinator and Family Law Arbitrator. Nicole is certified by Family Mediation Canada as a Comprehensive Family Mediator and is on the executive of the Canadian Bar Association Wills and Estates and Elder Law Sections.
