FULL! Financial Wellness 2016 (encore)

Presented by: 
Tracy Theemes
Tuesday, May 3, 2016 - 11:30am
Point Grey Campus
Buchanan Building Block B, 1866 Main Mall, Room B215
Focus Area: Work/Life Effectiveness

Series Summary

The Financial Wellness 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!

Starting Tuesday, May 3, this series of lunch and learns will run weekly until May 31, 2016. We strongly encourage you to register for the full series or try to attend as many sessions as possible.


This program designed for AAPS members who are interested in learning about Tracy’s five step approach to developing a healthy and functional relationship with their money. 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.

Session Descriptions

Register for the full program: Financial Wellness

Session 1—Where am I Now? (Part 1)

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

Tuesday May 3, 2016, 11:30am –1:00pm
Buchanan Building Block B, 1866 Main Mall, Room B215 [MAP]

Session 2—Where am I Now? (Part 2) / Do I have cash reserve?

  • Understanding Cash Flow/ Net Worth (part 2)

Tuesday May 10, 2016, 11:30am –1:00pm
Buchanan Building Block B, 1866 Main Mall, Room B215 [MAP]

Session 3—Where am I headed? / How do I get there? (Part 1)

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

Tuesday May 17, 2016, 11:30am –1:00pm
Buchanan Building Block B, 1866 Main Mall, Room B215 [MAP]

Session 4—How do I get there? (Part 2)

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

Tuesday May 24, 2016, 11:30am –1:00pm
Buchanan Building Block B, 1866 Main Mall, Room B215 [MAP]

Session 5—Who can help me and how do I stay on track?

  • Putting together your money team
  • Finding a financial planner and talking money with them
  • Reading financial statements
  • Checking in, checking up, and planning for the next phases of your life

Tuesday May 31, 2016, 11:30am –1:00pm
Buchanan Building Block B, 1866 Main Mall, Room B215 [MAP]

How will I Learn?

  • Self-reflection questions
  • Lecture
  • Group Discussions
  • Small Group Conversations
  • Please note that there will be not a slide presentation and you will be expected to take your own notes

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.


Please follow this link to join the waitlist for the full series or for the individual sessions.

All registered participants will receive a confirmaiton email. The AAPS PD Program is exclusively for members of AAPS.

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