Back by popular demand, Tracy Theemes, financial consultant and winner of the YWCA Women of Distinction Award for Education, will lead an interactive workshop that focuses on how to successfully balance money, relationships, and the mayhem that can arise.
Tracy will be joined by guest expert Lisa Alexander, Collaborative Family Lawyer & Mediator, to support this workshop that will guide you to a financially fulfilled life.
Saturday, September 29, 2018
9:30 a.m. to 12:30 p.m.
The Vancouver Club, Presidents Room
915 W Hastings St.
9:30 a.m. - Doors open
10:00 a.m. - Program begins
12:30 p.m. - Program ends
Bring a guest along and register together!
$25.00 for two guests
$15.00 per person
Continental breakfast will be provided.
Space is limited. Registration on a first come, first served basis. Please RSVP by September 25, 2018.
Smart Casual Attire. Denim/ Jeans of any colour are not permitted.
Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS
Prior to co-founding Sophia Financial Group, Raymond James, 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. Tracy has an M.A. in Counselling Psychology. She is a Certified Financial Planner, insurance licensed and a Fellow of the Canadian Securities Institute. Tracy was recently awarded the International Alliance of Women Global 100 Award for her work in empowering women through education. Her book “The Financially Empowered Woman” won the Bronze prize for the Living Now awards for finance and economics and the Axiom Gold medal in the category of personal finance. Most recently, she accepted the UBC Education Alumni 100 award for her community leadership in promoting financial literacy and was nominated for the 2017 YWCA Woman of Distinction award for Business and the Professions.
For questions about this event, please contact Amadon Coletsis, Manager, Alumni Engagement, at email@example.com.