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.
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.
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.
