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YWiB presents: Money Matters

Date: Monday, March 4, 2013
Time: 06:00 PM – 09:00 PM
Location: TBD
Ticket Cost: YWiB Member: $10; Not-yet-YWiB Member: $15
Registration Link: http://ywibpresentsmoneymatters.eventbrite.com

Organizing Group

Group Name: Young Women in Business
Twitter Account Name: @YWiB
Twitter Topic Hashtag: #YWiBMM

Event Information

Join us on Monday, March 4th, for a personal finance workshop with Tracy Theemes of Sophia Financial Group.

the what

a personal finance bootcamp: we’ll be answering all your questions around creating and sticking to a budget that works for you, how and where to invest and save your money, what mortgages and rentals are really about, and how to feel great about where your money is coming from and going.

the who

Tracy’s educational background includes a Masters degree in Counselling Psychology. She has earned her CFP (Certified Financial Planner), FMA (Financial Management Advisor), is insurance licensed and has earned the distinction of Fellow of the Canadian Securities Institute. She is also a Financial Divorce Specialist (FDS) and is qualified to assist those during marital transitions on the division of their assets and their long term financial implications. Before becoming a financial advisor, Tracy was a child development specialist. She spent 10 years with an international play equipment company in various roles including marketing, research and development and management. Tracy founded, and then sold, a specialty children’s furnishings company based in the US. She is a fourth generation business owner and is passionate about entrepreneurship as a vehicle for economic empowerment for Canadian women.

the details

  • bring your notebook and your financial goals and questions
  • Monday, March 4th, 6-9PM
  • dress code: casual
  • feel free to bring a paper bag dinner as food will not be provided
  • location: TBA

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