Register Now: Our Financial Wellness Series Starts May 1!

 

Financial Wellness—A Six Part Series

Presented by Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS
Dates: May 1, 15, 22, 29 and June 12, 19
Time: 11:30am–1:00pm
Location: Point Grey Campus
Building: Irving K. Barber Learning Centre, 1961 East Mall
Focus Area: Work/Life Effectiveness

 

Series Summary

Financial Wellness—A Six Part Series is designed to help you create a healthy relationship with your money. Based on her extensive work educating people about their money, popular AAPS facilitator and financial planner Tracy Theemes will take you through a five step planning process that can assist you in dealing with debt and gaining control of your personal finances. Knowledge is power—you can be on your way to achieving financial wellness!

Audience

This program designed for AAPS members who are interested in learning about Tracy’s five step approach to achieving financial wellness. Each session builds on the previous one and we hope you will be able to make the time to attend all the sessions. Questions? Please contact aaps.pd@ubc.ca or 604.822.1935.

Session Descriptions

Register Me for the full program: Financial Wellness—A Six Part Series

Session 1—Where am I Now?

  • Overview
  • Understanding Cash Flow / Net Worth (part 1)

Thursday May 1, 2014, 11:30am –1:00pm
Room 261, Irving K. Barber Learning Centre
Register Me: Session 1—Where am I Now?

Session 2—Do I have cash reserve?

  • Understanding Cash Flow/ Net Worth (part 2)

Thursday May 15, 2014, 11:30am –1:00pm
Room 261, Irving K. Barber Learning Centre
Register Me: Session 2 —Do I have cash reserve?

Session 3—Where am I headed?

  • Goals setting
  • Understanding psychological money obstacles
  • Understanding the “Wealth Continuum”

Thursday May 22, 2014, 11:30am –1:00pm
Room 261, Irving K. Barber Learning Centre
Register Me: Session 3—Where am I headed?

Session 4—How do I get there?

  • Types of assets
  • Types of mutual funds
  • Types of registered investment plans

Thursday May 29, 2014, 11:30am –1:00pm
Room 261, Irving K. Barber Learning Centre
Register Me: Session 4—How do I get there?

Session 5—Who can help me?

  • Putting together your money team
  • Finding a financial planner and talking money with them
  • Understanding advisory fees

Thursday June 12, 2014, 11:30am –1:00pm
Room 182, Irving K. Barber Learning Centre
Register Me: Session 5—Who Can Help Me?

Session 6—How do I stay on track?

  • Reading financial statements
  • Checking in, checking up, and planning for the next phases of your life

Thursday June 19 2014, 11:30am –1:00pm
Room 182, Irving K. Barber Learning Centre
Register Me: Session 6—How to Stay on Track

How will I Learn?

  • Self-reflection questions
  • Lecture
  • Group Discussions
  • Small Group Conversations

About your Facilitator

Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS, is Co-Founder of Sophia Financial Group. Prior to co-founding Sophia Financial Group in 2009, Tracy worked as a financial consultant with Smith Barney, a US brokerage firm and after returning to Canada was an advisor with a large bank owned investment firm. Sophia Financial Group is a full service investment advisory and financial planning firm in Vancouver BC with a special expertise in the economic issues facing women investors.

Tracy Theemes has a Master’s degree in Counselling Psychology. She is a Certified Financial Planner, is insurance licensed and is a Fellow of the Canadian Securities Institute. She is also a Financial Divorce Specialist. Before becoming a financial advisor Tracy spent 10 years in management with an international play equipment company.  She authored a book on outdoor play for children and travelled extensively in her role as head of the North American R & D department advocating for the needs of children in outdoor urban environments. She founded, then sold, a specialty children’s furnishing company based in the US. 

Tracy was recently nominated for the YWCA Women of Distinction award for Education and the Association for Women in Finance award for Excellence in Business.  She was just awarded the 2014 International Alliance of Women Global 100 Award for her work in empowering women economically. Her book The Financially Empowered Woman:  Everything You Want to Know about Your Money was recently published and won the Bronze prize for the Living Now awards in finance and economics and the Axiom Gold medal in the category of personal finance.

Event Details

Financial Wellness—A Six Part Series

Facilities by Tracy Theemes

Dates: May 1, 15, 22, 29 and June 12, 19, 2014

Time: 11:30am–1:00pm

Location: Point Grey Campus

Building: Irving K. Barber Learning Centre

Room 216 (May) and 182 (June)

Registration

Register Me for the full program: Financial Wellness—A Six Part Series

or

If you would only like to register for one or a few sessions, please register for them individually.

Registered attendees will receive a confirmation email. This session is open to AAPS members only and there is no cost to attend.


Cancellations: Please remember all events are costly to set up, even those which are offered at no charge. If you do not anticipate attending the session to registered for, please cancel in a timely manner by emailing aaps.pd@ubc.ca. We encourage you to contact us with any questions about the AAPS PD Program.

Photography: Please be advised that photos may be taken at this event for use in AAPS communications materials.