Roundtable II / Financial Wellness & the Trauma of Money / Mon Feb 12 / 10am - 12pm

Roundtable II / Financial Wellness & the Trauma of Money / Mon Feb 12 / 10am - 12pm

from $15.00

OH Studio Project presents:

Our second roundtable held on Monday Feb 19th at 10am to 12 noon.

The discussion on financial anxiety and the trauma of money will be led by Paige Brettle, a licensed financial adviser who is Trauma of Money Certified.

Our presenter, Paige Brettle, an experienced millennial personal finance educator on a mission to bring healing and empowerment to our money relationships. This is a safe space to bring your financial questions & queries for an open discussion with no judgement.

At the Roundtable:

This roundtable discussion is focused on developing financial education to help you prepare for your future.

Our 2024 Agenda:

1. Money Mindset and Financial Trauma

2. Goal Setting

3. Cash Flow

4. Credit & Debt

5. Taxes & Free money

6. Action Plan

Do these roadblocks to financial success feel familiar?

- You’re uncertain how to take control of your finances and debt.

- You’re anxious that you’ve started too late to achieve REAL financial success.

- You find investing overwhelming.

- You find yourself in a cycle of analysis paralysis when it comes to money decisions.

The first step to taking control of our financial lives involves getting a handle on our relationship with money. Once we understand WHY we do what we do, we have clarity to support our financial decision-making. At this point, we are better able to identify our roadblocks to financial success are and how best to clear them. Whether you’re going through a life change, or are curious about your financial progress, by comparing best practices with your personal situation, you’ll feel empowered to make specific tweaks to your financial life: You CAN get ahead!

Paige’s Bio:

She has worked for over a decade as an associate financial advisor with a top financial planning firm in downtown Vancouver which specializes in intergenerational wealth transfer.

Her financial planning and investment acumen are backed by the Canadian Securities Course with insurance specialization rooted in the Life License Qualification Program from IFSE Institute. Paige is a Certified Health Specialist designation holder and is a current candidate for the Financial Planning Standards Council Certified Financial Planner Level 1 Certification. She is also a licensed through the Canadian Securities Institute with credentials required to perform transactions in securities, mutual funds, and alternative funds

Paige is skilled in Business Planning, Coaching, and Asset Management, and is a long-term program facilitator of the Dollars with Sense Program, Economics for Success, Business of Our Own, and the Personal Finance program provided via Junior Achievement of British Columbia. 

Paige has hosted programs for:

- Mamas for Mamas (https://www.mamasformamas.org/)

- YWCA Metro Vancouver (https://ywcavan.org/)

- Her Dollars and Sense (https://www.herdollarsandsense.ca/)

- Dress for Success Vancouver (https://dfsvancouver.ca/)

- Junior Achievement of British Columbia (https://jabc.ca/)

Tea and light refreshments will be served at 10am.

This event is by donation. We welcome those in financial hardship to reach out to us at ohstudioproject@gmail.com

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