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Join us at the Vancouver Club for a workshop that will focus on basic investing fundamentals, with emphasis on reducing debt and building savings. The workshop will be led by Tracy Theemes, financial consultant and winner of the YWCA Women of Distinction Award for Education.


This workshop will focus on basic investing fundamentals with a special emphasis on reducing debt and building savings.

You will learn:

• The five basic financial planning steps
• The role of cash reserve and creating surplus
• The difference between a TFSA, RRSP and non-registered investments
• How to keep track of your cash flow
• Asset allocation strategies and risk management

This foundational class will help you get out of the starting gates with your financial plan!

WHEN:
Saturday, February 3, 2018
9:30 a.m. to 1:00 p.m

WHERE:
Vancouver Club, University Room
915 W Hastings St
Vancouver, BC
V6C 1C6 - map

PROGRAM:

9:30 a.m. - Doors open
10:00 a.m. - Program begins
1:00 p.m. - Program ends

RSVP:
$15.00 per person includes a continental breakfast.


Speaker Biography:
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 Theemes 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.

If you have any questions about the event, please contact Jessica Chan, Alumni Engagement Manager, at jessica.chan@sauder.ubc.ca.