We know it is only September, but doesn’t it feel like this is really the first month of a New Year? We have finished our summer lolling about and are full of renewed energy and drive, right? This is when we learn new things, start fresh projects and open up the portfolio statements that have sat in the pile growing on our hall tables. |
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After a year and a half of external situations to manage and challenges to overcome, we enter a season of what we are going to call, “optimistic progress.”
Regardless of what is going on around us, no one can take away our ability to manage our thoughts more productively, develop sound plans and take progressive action towards our financial goals.
Consequently, our theme this fall season is:
"Finance Forward”
As we continue to traverse through the ever-changing world around us, we are inspired to get our financial lives humming the song we long to sing. Together, we will shift from reflection to practical action and harmony.
As such, we have prepared a wide array of offerings to help you move forward. Regardless of where you are on the financial continuum, we are certain there is something here for you.
Many of our programs have limited registrations this season, so please make sure you register for your favourites ahead of time and mark them in your calendars. Take yourself and your future seriously with strong intention and follow through!
All the best for the “New Year.”
We look forward to seeing you soon!
Kamal and Tracy
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FEATURE ARTICLE
Upcoming Fall Events 2021
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We have an exciting line-up of free online “Finance Forward” events for the upcoming fall season — a mix of our popular WISE MONEY TALKS and our new six-part lunch hour webinar series, CASH FLOW CONNECTIONS. We look forward to you joining us as we support you to manage your thoughts more productively, develop sound plans and take progressive action towards your financial goals. Registrations are limited, so sign up early!
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Goal Setting: Fact and Fiction |
Wednesday, September 15
6:00pm to 7:15pm via ZOOM
Taught by Irene Nizzero MA, PCC, Executive and Personal Coach
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The world is intent on telling us that success hinges on our ability to set goals and achieve them. In this dynamic workshop, Irene will discuss the pros and cons of being goal-driven while learning to set clear intentions, prioritize and increase productivity. |
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Women, Wealth, Wisdom:
Wild Ideas and New Paradigms
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Saturday, September 25
9:30am to 11:00am via ZOOM
Taught by Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS, Co-Founder Sophia Financial Group
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Money is not a goal—it is a tool. In this inspiring and motivating session, Tracy will share what she has learned about: disruption for good, gentleness and generosity, wealth and power, and leading from the heart. |
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8 Principles of Sound Investing |
Wednesday, October 13
6:00pm to 7:15pm via ZOOM
Taught by Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS, Co-Founder Sophia Financial Group
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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 investment strategy and make the necessary adjustments as needed. What do you need to do to make your money work for you? |
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Saturday, October 16
9:30am to 11:00am via ZOOM
Taught by Bettina Rothe — Canada’s most respected Somatic Leadership Coach
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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: vision (mind), passion (heart) and life force (body). |
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*NEW*
Cash Flow Connections
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A SIX-PART LIVE WEBINAR SERIES
OCTOBER 20 – NOVEMBER 24
WEDNESDAYS 12:00pm-1pm
via ZOOM
Join Tracy and Kamal as they launch their exciting new six-part series, Cash Flow Connections. By understanding the practical mechanics of cash flow
and investing, combined with self-knowledge, we are better able to create
the financial life we have always wanted. Grab your lunch and join us for informative, engaging, and empowering sessions on reconnecting with
your finances!
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Market Update and 2022 Outlook |
November 9, 2021
4:00pm to 5:00pm via ZOOM
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Nadeem and Kassam 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.
Taught by:
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Nadeem Kassam, Head of Investment Strategy, Private Client Group — Raymond James |
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Ajay Virk, Fixed Income and Foreign Exchange Specialist — Raymond James |
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Transitioning Through Divorce (Women Only) |
November 23, 2021
6:00pm to 7:30pm via ZOOM
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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.
Hosted by: Tracy Theemes MA, CFP - Financial Divorce Specialist
Guest Experts:
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Karen Redmond, Family Lawyer, Mediator |
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Sandy Hawkins, MA, RCC, Divorce Coach and Child Specialist |
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Monday, December 6
6:00pm to 8:00pm via ZOOM
Taught by Jennifer England, Spark Coaching
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In a “culture of urgency,” we often feel overwhelmed, under-supported, and perpetually fatigued. How do we balance co-creation and intuition with the challenges of leading in urgent times? |
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BE INSPIRED
Quote of the Day
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”You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you.”
MAYA ANGELOU
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