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EVENTS

UPCOMING EVENTS

Financial literacy

VIRTUAL MEGA EVENT

#TWCMega

#ChooseToChallenge

March 8th, 2021 | 9:15 am - 4:00 pm EST | Free Registration

A full day of Financial Literacy for Women in Celebration of International Women's Day!

Topics Include:

  • Planning for the Unexpected

  • Understanding ETFs

  • Asset Mix & Your Portfolio

  • Financial Psychology

  • Making Ends Meet in a Pandemic

  • How to Start Investing

  • Empowering Women to Create & Sustain Wealth

  • Importance of a Will and Pitfalls Without One

  • The Laws of Investing

and much more...

KEYNOTE SPEAKER

Sponsored by TD Wealth

INGRID MACINTOSH

Keynote Presentation: Your Story. Your Future. The Unique Challenges Facing Women on their Path to Financial Security

Ingrid Macintosh joined TD Asset Management Inc. (TDAM) in August 2003 and is currently Vice President, TD Wealth, Head of Sales Enablement, Marketing, Communications, and Digital Strategy for TD Asset Management. Ingrid is responsible for developing and driving Sales Enablement of TDAM's investment solutions across all Retail and Institutional distribution channels. She leads the Sales Enablement and Marketing and Communications functions for TDAM, including the development of the Digital Strategy. Prior to that, Ingrid held numerous senior management and executive level roles at TDAM including Head of TDAM Investment Product, Sales Strategy and Communications, Head of the TD Wealth Portfolio Advice and Investment Research teams, as well as TDAM Head of the Client Portfolio Management. Before joining TDAM, Ingrid had 17 years of industry experience in fixed income trading and sales, institutional money management and business development. Ingrid holds a Bachelor of Arts in Economics from York University, Glendon College.

SPEAKERS

thank you to our

event sponsors!

Thank You

Top Literacy & Keynote Sponsor

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Thank You

Literacy Champions

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Thank You

Literacy Advocates

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Financial literacy

VIRTUAL MEGA EVENT

Tentative Agenda

Welcome & Introduction

By Tuula Jalasjaa, CFA, Int'l MBA, ICD.D

Making Ends Meet in a Pandemic & Making Frugality Fashionable

By Elizabeth Naumovski, CM

Being Prepared for the Unexpected

Panel Hosted By Terri Williams, CFP

The Money Stories We're Telling Ourselves & Why They Matter

By Britni Ross

9:15 AM - 9:30 AM EST

MAINSTAGE

9:30 AM - 9:50 AM EST

MAINSTAGE

9:55 AM - 10:15 AM EST

MAINSTAGE

10:20 AM - 10:40 AM EST

MAINSTAGE

Break

10:40 AM - 10:55 AM EST

Getting Started with Savings & Investments

By Paige Thompson

Difference Between TFSAs, RESPs and RRSPs

By Eduek Brooks

Understanding ETFs

By Stephanie Wolfe, AFCC

TBD

Panel Hosted By Investment Planning Counsel

10:55 AM - 11:15 AM EST

BREAKOUT ROOM #1

10:55 AM - 11:15 AM EST

BREAKOUT ROOM #2

11:20 AM - 11:40 AM EST

MAINSTAGE

11:40 AM - 12:05 PM EST

MAINSTAGE

Lunch

12:10 PM - 12:45 PM EST

Empowering Women with the Tools to Create & Sustain Wealth

Panel Hosted By Mandeville Private Client

12:50 PM - 1:15 PM EST

MAINSTAGE

Framework for Successful Investing

By Diana N. Oddi

1:15 PM - 1:35 PM EST

BREAKOUT ROOM #1

Insurance, Wills, POAs - Critical to Your Financial Plan

By Amal Helbah-Dawson

Plan to Live! Plan for You.

By Jennifer Jacobs, BA, CFP, CLU, CHS, EPC

Understanding Investment Products

By TBD

1:15 PM - 1:35 PM EST

BREAKOUT ROOM #2

1:40 PM - 1:55 PM EST

BREAKOUT ROOM #1

1:40 PM - 1:55 PM EST

BREAKOUT ROOM #2

Asset Mix: What Drives the Percentage of Bonds and Equities in Your Portfolio 

By Penny Stayropoulos, CFA, CIM, TEP, FMA

2:00 PM - 2:15 PM EST

MAINSTAGE

KEYNOTE PRESENTATION

Your Story. Your Future. The Unique Challenges Facing Women on their Path to Financial Security

By Ingrid Macintosh | Sponsored by TD Wealth

2:15 PM - 3:15 PM EST

MAINSTAGE

Closing Remarks

By Tuula Jalasjaa, CFA, Int'l MBA, ICD.D

3:15 PM - 3:30 PM EST

MAINSTAGE

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The Women’s Collection provides financial education. The information on this site is for educational purposes only and may not be pertinent to your individual situation. Any decisions you make about money are your own. Please see a financial advisor if you want professional help with your finances. The Women’s Collection is not an investment advisor, broker-dealer or insurance company.