AAPS PD: Money Mindfulness for the Holiday Season

We are pleased to welcome back one of AAPS’ favourite facilitators, financial advisors, and money education expert: Tracy Theemes. Like her other sessions with AAPS, this lunch-time talk will be energetic, enlightening, and rewarding. You can participate in this session in-person at Point Grey Campus or via webcast.

Program Summary

Many of us encounter financial stress towards the end of the calendar year as a diversity of holiday and family celebrations take place. At this time of year, we also experience a barrage of media and advertisements encouraging us to spend, spend, spend.

Are you feeling stressed and overwhelmed with all there is to do for the festive season? Not sure how you are going to pay for it all? Get grounded and focused and prepare yourself to start the new year off on solid financial footing.

Make a resolution to take some time for yourself and your finances.

What you will learn

  • How to stay focused in the chaos
  • Good questions to ask yourself about your money and your financial goals
  • How to start reworking financial beliefs and patterns

About Your Facilitator

Prior to co-founding Sophia Financial, Raymond James* 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 an M.A. 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 also founded, then sold, a specialty children’s furnishing company based in the US.  

In 2013, Tracy was 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 International Alliance of Women Global 100 Award for her work in empowering women through education. 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 for Finance and Economics and the Axiom Gold Medal in the category of personal finance. She is one of the 2015 UBC Faculty of Education Alumni 100 honourees for her outstanding leadership and significant contributions to her community.

Event Details

Money Mindfulness for the Holiday Season
Facilitated by Tracy Theemes
Wednesday, December 13, 2017
Time: 12:00pm-1:30pm
Location: Point Grey Campus + Webcast
Building: Ponderosa Commons
Address:  6445 University Blvd. at West Mall [MAP]
Room: Ponderosa Ballroom (basement)
Focus Area: Resilience and Self-Management

Registration

Please click here to register for the in-person session or webcast.

All registered participants will receive a confirmation email. The AAPS PD Program is exclusively for members of AAPS and offered to members at no cost.