Personal Financial Wellness: Myths and Realities

Presented by: 
Tracy Theemes
Thursday, April 18, 2013 - 11:00am
Point Grey Campus
Student Union Building, 6138 Student Union Blvd. – Party Room (2nd Floor)
Focus Area: Personal Development

 

 

 

Program Summary

Financial planning is a very personal and often conflict-laden process. Each individual and family has a unique set of circumstances. Every new article or book seems to say something different. How do we sort through the chafe and the grain? How do we take control of our financial lives to achieve our goals?

This seminar will look at several key truths and general misunderstandings that seem to plague the financial industry and the planning paradigm. We will examine fundamental processes, the wealth continuum, modern concepts and the architecture of financial planning that underlies all successful investing.

What you will learn:

  • The five fundamental steps to financial wellness
  • The wealth continuum and the three domains of success
  • The 7 misunderstandings of money management that will drive you crazy!
  • Where to get the help you need to achieve your goals
  • Personal budgeting concepts

How you will learn:

  • Dynamic Lecture
  • Group Discussion
  • Small group work

This Session is Designed For

AAPS members who are just starting to learn about financial planning and those who would like more foundational information before revising or improving on their current plan. Not sure if this session is right for you? Contact us at aaps.pd@ubc.ca.

Instructor Bio

Tracy Theemes has a Masters degree in Counselling Psychology. She is a Certified Financial Planner, 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.  Prior to co-founding Sophia Financial Group in 2009, Tracy worked as a financial advisor with Smith Barney, a US brokerage firm and after returning to Canada with a large bank owned investment firm.

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. Her book The Financially Empowered Woman:  Everything you want to know about your money will be published April 22, 2013.
See Tracy speak

Event Details

Personal Financial Wellness: Myths and Realities
Date: Thursday April 18, 2013
Time: 11:00am – 1:30pm
Address: Student Union Building, 6138 Student Union Blvd [view location Map]
Room: Party Room (2nd Floor)

To Register

Please email aaps.pd@ubc.ca. Registered attendees will receive confirmation emails.


Cancellations: All events are costly to set up, even those which are offered at no charge. If you register, but find you are unable to attend, please let us know by either emailing aaps.pd@ubc.ca or by calling the office at 604-822-9025.