Wise Money Talks Events

Select from a variety of virtual live events and topics offered in our Wise Money Talks Series.

Please join us for our “Wise Money Talks” – a series of virtual live events to help you get in top shape for your next negotiation, your challenges with boundaries and in finding your footing this season.

Goal Setting

Wednesday, September 15, 2021 – 6:00pm – 7:15pm
Taught by: Irene Nizzero, MA, PCC – Executive and Personal Coach
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Women, Wealth, Wisdom: Wild Ideas and New Paradigms

Saturday, September 25, 2021 – 9:30am – 11:30am

Money is not a goal—it is a tool. The earth is not our slave but our salvation. Expressing the fullness of our humanity does not mean we need to live in a cave or lead a war. Over the last year and a half, we have learned many lessons about both our vulnerability and our core strengths. Now it is time to practice what we discovered and move forward in our financial, personal, and spiritual lives. In this inspiring and motivating session, Tracy will share what she has learned about the following topics:

  • Disruption for good.
  • Gentleness and generosity.
  • Wealth and power.
  • Leading from the heart.
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8 Principles of Sound Investing

Wednesday, October 13, 2021 – 6:00pm – 8:00pm

Let’s cut to the chase. What do you need to do to make your money work for you? When can you start and what should be your first step? These questions and many more will be addressed while exploring eight key investment principles. Whether you are starting out or have been in the market for years, this overview of checks and balances will enable you to develop and assess your strategy and make the necessary adjustments as needed.

In this concise and practical session, you will learn:

  • The steps to getting started.
  • How to apply the eight key principles to your own financial situation.
  • How to implement best practices for reducing risk and optimizing returns.
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Life Aligned

Saturday, October 16, 2021 – 9:30am – 11:30am

It is challenging to get all the elements of our life aligned in harmony. Whether it is in our financial plan, our leadership style or in our personal relationships, the practice of embodied leadership will help us to achieve alignment.

In this dynamic and experiential workshop, you will learn how to:

  • Bring together vision (mind), passion (heart), and life-force (body).
  • Notice where you fall out of alignment (e.g. doubts, fears, no forward movement).
  • Bring yourself back.
Taught by: Bettina Rothe, Leadership Coach
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Market Update and 2022 Outlook

Tuesday, November 9, 2021 – 4:00pm – 5:00pm

In this fireside chat format, our guest speakers will provide an overview of current interest rates, valuation, inflation and economic policy and their impact on the major asset classes—bonds, fixed income and currency. They will also discuss the short and long-term perspectives on portfolio management.

There will be a Q & A session after the presentation, so bring your questions!

Taught by: Nadeem Kassam, Head of Investment Strategy, Private Client Group – Raymond James and Ajay Virk, Fixed Income and Foreign Exchange Specialist – Raymond James
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Transitioning Through Divorce

Tuesday, November 23, 2021 – 6:00pm – 8:00pm

Divorce can be complex, challenging, and at times overwhelming. Join Tracy Theemes as she moderates this highly informative panel discussion of the emotional, legal, and financial aspects of divorce with family lawyer Karen Redmond and divorce coach Sandy Hawkins. They will draw upon their diverse backgrounds and expertise to provide a comprehensive overview of what it means to transition through divorce.


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The Power of Letting Go

Monday, December 6, 2021 – 6:00pm – 8:00pm

In a “culture of urgency,” we can often feel overwhelmed, under-supported, and perpetually fatigued. How do we balance co-creation and intuition with the challenges of leadership and influence? In this probing discussion, we will address:

  • The torment of living in a culture that values speed and winning.
  • The paradox of control and letting go in an uncertain world.
  • How to cultivate growth, generosity, and exercise authentic power. Why being a #girlboss might undermine your impact.
Taught by: Jennifer England, Spark Coaching
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