EVENTS
UPCOMING EVENTS
Topics Include:
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Planning for the Unexpected
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Understanding ETFs
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Asset Mix & Your Portfolio
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Financial Psychology
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Making Ends Meet in a Pandemic
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How to Start Investing
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Empowering Women to Create & Sustain Wealth
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Importance of a Will and Pitfalls Without One
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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
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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.
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
In Support of
For Sponsorship Opportunities
