Select from a variety of in-person events and topics offered in our Wise Money Talks Series.
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.
Join Tracy and friends for an exciting fall of in-person events!