Wise Money Talks Events
Select from a variety of in-person events and topics offered in our Wise Money Talks Series.
It is time for us to come together again. We miss seeing you!
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?
This is your opportunity to learn, try out new ideas, and update your investment knowledge. Make sure to bring a friend.
All the workshops this fall are provided free of charge by Sophia Wealth Academy – sponsored by Sophia Financial Group. Just bring your healthy body and a notebook and get ready to expand your financial wisdom.
We ask that you be conscious of cancelling your seat if you cannot attend as there will be limits on the number of attendees for these workshops.
We are looking forward to seeing you!
Join Tracy and friends for an exciting fall of in-person workshops!
Love and the Law
Wednesday, November 26, 2025 – 5:30pm – 7:30pm
At Sophia Financial Group, we know that love and money are deeply intertwined—and that the legal side of relationships can be just as important as the emotional side.
Two highly respected Vancouver lawyers—one specializing in wills and estates, and the other in family law—will lead this dynamic and informative workshop. You’ll gain practical insights into the legal realities that shape loving, committed relationships at every stage.
From cohabitation and marriage to separation and divorce, you will learn how to protect yourself and your loved ones. They’ll also cover wills, powers of attorney, and other essential tools to ensure your wishes—and your family’s needs—are safeguarded.
• Whether you’re newly partnered, building a family, or planning your legacy, this workshop will equip you with knowledge to make informed, confident decisions.
Held at Sophia Financial Office