Money Masters

Toronto, ON, September 25, 2009
Venue to be announced
9:30 AM to 4:30PM

Top financial experts gather to share strategies on how to profit and protect your finances in an uncertain economic climate. If you are invested in the stock market, own a home, or plan to purchase a home, you should attend this one-day event. Investment opportunities are on sale - you just need to know where to look. What you can expect to learn from the Money Summit: Ideas on best defensive and offensive investment strategies you can make in the short term and long term. How to evaluate what type of stocks to purchase based on your investment goals. Strategies on real estate investment - outlook for the real estate market and how to plan accordingly. How to get started with limited funds - build your investment portfolio one step at a time. How to face your fears, change your mindset and get started. This event is right for you if you have the following goals: have a desire to supplement your income for retirement, own real estate or plan to buy or sell real estate, professionals looking for ways to gain valuable knowledge about investments and protecting capital, first time investors that have a desire to learn and capitalize from current market conditions and anyone who has concerns about the state of the world economy and how it will affect them. Approved for 4.5 AMP CE credits.

Sponsored in part by Additional Sponsors

Dealing With the Economic Crisis

Steve Forbes

Chairman and CEO of Forbes Inc. and Editor-in-Chief of Forbes Magazine

As Chairman and CEO of Forbes Inc. and Editor-in-Chief of Forbes Magazine, Steve Forbes is front and center on the economic challenges that we all face. Making frequent appearances on CNN, MSNBC, and FoxNews, Mr. Forbes has become the voice of calm in these turbulent economic times. Mr. Forbes outlines what needs to happen now for the immediate economic crisis to pass quickly. While shell-shocked businesses and consumers won't recover rapidly from the trauma of recent months, especially as a recession looms, he provides insights on why the downturn shouldn't be prolonged. The economy here and overseas should start to pick up no later than next spring - if the U.S. and other countries take the right steps.

The Global Economy, Outlook for the Future

Ali Velshi

CNN Chief Business Correspondent & Author of "Gimme My Money Back"

Ali Velshi is CNN’s Chief Business Correspondent and host of Your $$$$$, CNN’s weekend business roundtable program, as well as a regular contributor and anchor for Issue #1, the network’s in-depth coverage initiative on the single issue that matters most to CNN’s audience. Based in New York, Velshi is a veteran of financial news. He recently hosted The Turnaround, CNN’s small business improvement show. The Turnaround traveled across America, introducing troubled small business owners to high-profile mentors and then helped them develop a plan for success. Before The Turnaround, Velshi was an anchor with CNNfn, where he hosted various shows, including Your Money, Business Unusual, Insights, Street Sweep and The Money Gang. Before joining CNNfn in 2001, he hosted The Business News, Canada’s first and only prime-time business news hour, airing nightly on Report on Business Television. Born in Kenya and raised in Toronto, Velshi graduated from Queens University in Canada. Velshi recently released a book, Gimme My Money Back: Your Guide to Beating the Financial Crisis.

Evaluate Your Investment Gameplan

Patricia Lovett-Reid

Senior Vice President of TD Waterhouse Canada

Patricia Lovett-Reid, Senior Vice President of TD Waterhouse Canada Inc., is one of Canada’s leading and respected authorities on personal finance. Patricia is a regular commentator for Business News Network, Canada AM, CTV, National and CBC. Patricia is the host of MoneyTalk, a national prime-time television program on personal finance, airing every Monday at 8:00 pm (ET) on Business News Network and does daily market commentaries on AM 740. A sought-after speaker and commentator on wealth management, Patricia has co-authored the national best selling books, Get Real: 26 Canadian Women Share the Secret to Authentic Success, Live Well, Retire Well: Strategies for a Rich Life and a Richer Retirement and Retirement Strategies for Women.Other publications include Surprise! You’re Wealthy: A Woman’s Guide to Protecting Her Wealth, as well as Take Charge Now: A Woman’s Guide to Personal and Family Finance. For her commitment in educating the public on personal finance matters, Patricia has been recognized with the 2007 Canada’s Most Powerful Women: Top 100™ Award in the Trailblazers and Trendsetters category. As well, The Women’s Post has named Patricia as one of Canada’s Top 25 Women To Watch on their 2008 Women of the Year list. In addition, Patricia has taken the role of Trusted Wealth Advisor, with Indigo Chapters, which includes reviewing financial publications and making book recommendations.

Strategies for Investing In The Stock Market

Scott Schilling

BetterTrades™ faculty member

Scott Schilling, veteran trader and BetterTrades™ faculty member, brings more than thirty years of experience in speaking, training, sales, and marketing to his role at BetterTrades. Through his affiliations with Fortune 500 companies, innovative start-up companies and individual entrepreneurs, Scott brings a wealth of knowledge, implementation strategies, education and expertise to the podium for BetterTrades. As an accomplished and inspiring presenter, Scott has spoken to thousands of students about the opportunities that exist in trading the stock market. Scott’s goal is to maximize the skills and potential of the individuals he encounters by teaching them to take control of their financial destiny by learning to trade their own accounts in the stock market. Delivering content in an “easy to understand and digest style”, Scott’s presentations can be quickly understood and implemented by his students.

Develop The Habits of A Millionaire

William Danko

Best-selling author of "The Millionaire Next Door"

After 31 years on the marketing faculty – nine as chair – Bill Danko achieved emeritus status in 2007 at the School of Business, State University of New York at Albany. During his tenure, he studied consumer behavior, and in particular the topic of wealth formation. He is the co-author of The Millionaire Next Door, a research-based book about wealth in America that has been ranked as a bestseller by The New York Times for more than three years. His academic publications have appeared in the Journal of Consumer Research, Journal of Business Research, Journal of Advertising Research, and other leading journals. Dr. Danko earned his Ph.D. at Rensselaer Polytechnic Institute’s (RPI) Lally School of Management and Technology. He resides in upstate New York with his wife, and is the father of three adult children, none of whom ask him for money.