Feb 9, 2014

Recapping The February 2014 Live #money5050 Event

(L to R): Promod Sharma. Nicole Cairns, Tyler Fleming and Melissa Leong
by Promod Sharma, Curator

The live Insider Advice for Today’s Topsy-Turvy Times took place on February 6, 2014. Thanks to Nizam Photography, we have reminders of what happened.

The big snowstorm ended the day before and the Sochi Olympics started the day after. How’s that for timing? The biggest challenge was traffic, which most impacted attendees traveling east from Guelph and west from Markham.

The Speakers

(L to R): Melissa Leong, Tyler Fleming, Nicole CairnsThe interactive 50/50 format gives the speaker 15 minutes to talk and the attendees 15 minutes to ask questions. The short segments cut fluff and bring variety. The panel discussion at the end puts the attendees in charge once again. 

Here’s the order of speakers and their topics:
  • Melissa Leong: This Is Your Brain On Money
  • Tyler Fleming: Tales from the Confidential Files of the Ombudsman for Banking Services and Investments (OBSI)
  • Nicole Cairns: Your Most Valuable Asset – YOU
  • Panel with all three speakers
Besides the talks, there was a 30 minute networking break in the middle.

The Books

Thanks to generous authors and publishers, attendees had an opportunity to win one of eight books. Each speaker got a book too.
image
Here are the choices and worth adding to your reading list:

  1. Bruce Sellery: Moolala Guide to Rockin' Your RRSP: Start Rockin' in Five Easy Steps (Figure 1 Publishing)
  2. Dan Pink: To Sell Is Human: The Surprising Truth About Moving Others (Penguin Group USA) [Nizam’s pick]
  3. Helaine Olen: Pound Foolish: Exposing the Dark Side of the Personal Finance Industry (Penguin Canada) [Tyler’s pick]
  4. Joe Barbieri: What Is Your Money Telling You? Managing Your Life & Money Holistically
  5. Mitch Joel: Ctrl Alt Delete: Reboot Your Business. Reboot Your Life. Your Future Depends On It.(Hachette Book Group) [Nicole’s pick]
  6. Preet Banerjee: Stop Over-Thinking Your Money!: The Five Simple Rules of Financial Success (Portfolio Canada)
  7. Rob Carrick: How Not To Move Back in With Your Parents: The Young Person's Complete Guide to Financial Empowerment (Doubleday Canada) [Melissa’s pick]
  8. Tom Bradley: It's Still Not Rocket Science: Plain-English Advice for Managing Your Investments (Steadyhand) [ cover not shown]
Dan Pink’s arrived from Washington DC by FedEx with mere hours to go. How’s that for just-in-time delivery? David Toyne of Steadyhand sent copies of Tom Bradley’s book. As a result, there were enough books for everyone

As thanks to the authors and publishers, the book winners have been asked to write an honest review on the online site of their choice within the next month.
Paul Nazareth asking a question (and winning a book)

What I Learned About Money

When you enter an event space, do you see something useful on the screen? At Money 50/50, attendees saw a slide show with money tips, lessons or stories collected via the What I Learned About Money project. Here’s an example.
A money observation from Ann Rosenfield
As a gift, registrants will soon get copies of the unabridged stories by email.

The Venue

The MBA classrooms in the Ted Rogers School of Management are excellent. There’s lots of space for the speakers and attendees. The dual screens are easy to see and put the speaker in the middle.
image

The Refreshments

The light refreshments were well-received (some shown below). The most popular items were the samosas, cinnamon twists and mandarins.
image

The Schedule

Because we followed Toastmaster standards, the event ended on time (actually 2 minutes early). People wouldn’t leave. The last attendees were shooed out 40 minutes later. That’s a great sign too.

Special Thanks

While everyone is special, the following people deserve extra recognition

  • Alethia Davis, Career Consultant at the Ted Rogers School of Management for arranging the room and many background details
  • Paul Nazareth of UinvitedU for the promotion
  • Janet Kim for bringing the most guests
  • Ahmed Nizam of Nizam Photography for the photos
PS You’ll find more photos on Flickr.

Jan 9, 2014

Authors And Publishers: Get More Readers

the joy of readingThere are lots of reasons to read books regularly but too few do. You can help spread the habit, which benefits authors and publishers.

Can you donate 5-10 copies of a title?

The ideal books are about money but this isn’t essential. The titles could be older. The key is that the books are worth reading.

Where The Books Go

Attendees at the next live Money 50/50 event will have the opportunity to select the book of their choice. The goal is to have one book per person. If there aren’t enough copies, the books will be given on a first-come basis — an incentive to arrive early. If there are extra books (might as well dream!), they’ll be given as prizes (e.g., for asking questions).

Money 50/50 is an initiative to make financial education engaging by combining short TED-like talks with group discussions. Everyone involved is a volunteer, including the speakers. There are no sponsors. Attendees cover the costs via tickets. Your books give an additional incentive to register and show up.

Benefits To Donors

Readers will be asked to
  • write an honest review of your book online (e.g., on Amazon, Goodreads, their blog, etc)
  • share their review via social media with the hashtag #money5050
Since everyone registered is on a mailing list, they’ll get a gentle nudge to read and friendly reminders to review.

As a donor, you’'ll be thanked on the registration page (e.g., for February 2014) and at the event. A list of all the titles will be published on this site, with links.

To participate or find out more, please contact Promod Sharma by phone (416-938-3711) or email (ps@trustandyou.com). Thanks!

Links

PS You’re also supporting the cause of financial education.

Dec 13, 2013

Save The Evening Of Feb 6, 2014 For Money 50/50 Live

imageThe next live Money 50/50 event takes place on the evening of Thursday, February 6, 2014. This time, we're at the Ted Rogers School of Management (Bay/Dundas in downtown Toronto). Special thanks to Career Consultant Alethia Davis for arranging the venue.

You'll get more details soon, including the link to register.

For now, please mark your calendars. (You've got a 2014 calendar, right?)

If you registered last time, you’ll get an email with this information.

Tip: Tickets make a great gift for the holidays, the New Year and Valentine’s Day.

(new) Here's a link to the event details and tickets.


Dec 1, 2013

Share Your Story: “What I Learned About Money”

snowflakes are similar but unique
We all use money.
We've all learned valuable lessons.
Like snowflakes, our lessons are unique
but melt away unless preserved.

You have an opportunity to share your story at the next live Money 50/50 event even if you can’t attend.

You’ll get full credit twice since your lesson will be:
  1. shown on the screen during breaks at the live multi-speaker event
  2. included in a Thank You email to attendees
 

Click for details
(L to R) Melissa Leong, Tyler Fleming, Nicole Cairns
How To Participate

Money affects our lives in many ways: budgeting, investing, insurance, behaviour, warranties, mortgages, expenses, leveraging, shopping, education, travel, attitudes, families, retirement, tax, piggy banks, etc. Get creative!

What have you learned about money?
  1. Write your original story, which can be as short as a sentence or run several paragraphs
  2. Add your name, tagline or title, Twitter handle and/or website
  3. Email the details to Promod Sharma at ps@trustandyou.com
The goal is to include all suitable stories.
 

Participants

Participants (alphabetical by first name) include:
  1. Alan Whitton (@bigcajunman)
  2. Albert Luk (@acsluk)
  3. Alex Kottoor (@scenedocinc) ...
  4. Andreas Hug (LinkedIn)
  5. Ann Rosenfield (@GratiaCaritas)
  6. Ashleigh Patterson (@AshleighPat)
  7. Barry Choi (@barrychoi)
  8. Bruce Sellery (@brucesellery)
  9. Carol Roberts (LinkedIn) ...
  10. Chantal Marr (@lsminsurance)
  11. Daniel Gogek (LinkedIn)
  12. David Gargaro (@DavidGargaro)
  13. David Toyne (@jdavidtoyne)
  14. Doina Oncel (@DoinaOncel)
  15. Ellen Roseman (@ellenroseman)
  16. Flavian Delima (@flaviandelima) ...
  17. George Takash (@georgetakach)
  18. Gregoire James (@generacycle)
  19. Jason Heath (LinkedIn)
  20. Jay Palter (@jaypalter)
  21. Jessica Moorhouse (@MoMoneyMoHouses) ...
  22. Jim Pagiamtzis (@jimpagiamtzis)
  23. Jim Yih (@jimyih)
  24. Joe Barbieri (@joetheinvestor)
  25. Kerry K Taylor (@squawkfox)
  26. Krystal Yee (@krystalatwork) ...
  27. Ly Tran (LinkedIn)
  28. Mark Borkowski (LinkedIn)
  29. Mark Goodfield (@bluntbeancountr)
  30. Mark Seed (@myownadvisor
  31. Melissa Leong (@lisleong)
  32. Michael James (@MJonMoney)
  33. Michael Roseman (LinkedIn)
  34. Mitch Joel (@mitchjoel)
  35. Neil Jain (@moneylifeskills) ...
  36. Nicole Cairns (website)
  37. Patricia Gass (blog)
  38. Patti Pokorchak (@RecruiterPatti)
  39. Pattie Lovett-Reid (@PattieCTV)
  40. Paul Boston (@PaulJBoston)
  41. Paul Nazareth (@UinvitedU) ...
  42. Peter McGarvey (website)
  43. Pierre Ghorbanian (@pierreCFP)
  44. Preet Banerjee (@preetbanerjee)
  45. Ram Balakrishnan (@CCapitalist) ...
  46. Rob Carrick (@rcarrick)
  47. Ryan Rodrigues (@Ryan_Rodrigues)
  48. Sarah Yetkiner (@sarahyetkiner)
  49. Sean Cooper (@SeanCooperWrite)
  50. Sandi Martin (@SandiMartinSPF)
  51. Steve Carlson (website)
  52. Suppinder Bains (LinkedIn)
  53. Tm Mahdi (@tm_mahdi) ...
  54. Tyler Fleming (LinkedIn) ...
Other submissions are pending. There’s room for yours. Thanks for helping promote financial education.



Links







Nov 24, 2013

Money 50/50: Toronto 1 Postponed

The first Money 50/50 event has been postponed.

Late-breaking complications could not be overcome in the time available. Compromises would have prevented the attendees and speakers from getting the experience they deserve. All tickets have been fully refunded (even though PayPal doesn't provide a full refund).

The unexpected happens. Yesterday's TEDxRyersonU was very well organized but the two speakers I most wanted to see weren't there. John Ralston Saul (author and visiting professor) couldn't get back from Africa in time. Sue Gardner (executive director of Wikimedia Foundation) arrived from San Francisco but got stuck at Pearson airport due to the weather. Since there were numerous other speakers, the loss of one or two allows the show to proceed.

With Money 50/50, one speaker had to cancel and there wasn't enough time to find a replacement who would have time to prepare. Also, there weren't enough registrations to create the energy that feeds a live event.

Preparations are already underway for next time (probably January).

Thanks again to the speakers, registrants and volunteers.


Nov 9, 2013

Money 50/50 Toronto 1: The Speakers


Money 5050 speakers 3Money 50/50 connects you to carefully-selected writers who help you master your money at a live must-attend interactive event. The 50/50 format means the talks are short (like TEDx) and that half the time is for your questions. You can also talk to the speakers during breaks.


The Speakers at Toronto 1

Here’s who you’ll see at the first event (in alphabetical order).

imageJason Heath

Fee-only / Advice-only Financial Planner
LinkedIn | website | Financial Post column

Jason graduated with a Bachelor of Economics degree from York University in Toronto. He has also earned the Certified Financial Planner (CFP) designation. In addition, Jason has completed numerous financial, tax and estate planning specialty courses from a variety of organizations. Jason has appeared on CTV New Channel and authored and been interviewed for articles on a wide variety of topics appearing in publications such as the National Post, MoneySense, The Globe & Mail, the Toronto Star, Advisor’s Edge and Investment Executive. He is the Treasurer of the Block Parent Program of Canada and a personal finance columnist for the Financial Post.

Ashleigh PattersonAshleigh Patterson

Senior Editor, Yahoo! Canada Finance
LinkedIn | website | Twitter | Money Minute
Ashleigh is senior editor at Yahoo! Canada Finance, the #1 finance website in the country. She also hosts the popular online video series Money Minute, which offers weekly insights on the best ways to score great deals, avoid common scams and stretch your dollar. Previously, Ashleigh was a founding member of the Reuters Money team. She’s also passionate about student debt, real estate and millennial money management.

Promod SharmaPromod Sharma

Personal Insurance Actuary
LinkedIn | website | Twitter | Riscario Insider blog

Promod (“pro-MODE”) is the Founder of Money 50/50. He’s an insurance actuary (FSA, FCIA) who designed personal life/health products for various companies and then helped advisors across Canada sell them. In 2009, Promod started using his insider insights to help the public instead. He’s been interviewed in publications ranging from general (e.g., The Globe and Mail, the Toronto Star) to niche (e.g., Beyond Risk). He was the sole nominee from the financial sector for a 2011 Business Excellence Award from the Toronto Board of Trade. Promod oversees six Toastmasters clubs and has done presentations across Canada.


imageKerry K. Taylor

Frugal Living Expert
LinkedIn | Twitter | Squawkfox blog

Kerry is the creator of Squawkfox.com, one of the most popular money blogs. Her articles on saving money and frugal living often go viral and have hit the front pages of Yahoo!, MSN, Lifehacker, and TIME.com. Kerry's creative and engaging writing style has won her accolades. She’s been voted one of Canada's Top Money Bloggers by The Globe and Mail readers, and she is regularly contacted by American and Canadian media. Kerry is the author of 397 Ways To Save Money, Spend Smarter & Live Well on Less.

The Date

Plan to attend on the evening of Monday, November 25th in downtown Toronto. Here are the details and registration form.

Oct 25, 2013

Money 50/50 Toronto: The Speakers (outdated)

image
Money 50/50 connects you to carefully-selected writers who help you master your money at a live must-attend interactive event. The 50/50 format means the talks are short (like TEDx) and that half the time is for your questions. You can also talk to the speakers during breaks.


The Speakers

Here’s who you’ll see at the first event (in alphabetical order).

[Nov 1 update: Preet can't make it this time. Stay tuned for another speaker.
Nov 5 update: Ashleigh Patterson will speak. She's the Senior Editor for Yahoo! Finance Canada. Here's the new list]

Preet BanerjeePreet Banerjee

Personal Finance Expert
LinkedIn | website | Twitter | Where Does All My Money Go blog

Preet inspires others to become financially empowered. He trained as a neuroscientist before landing in the world of personal finance.  Preet is the W Network’s money expert, the host of Million Dollar Neighbourhood on The Oprah Winfrey Network, a financial panelist on CBC’s The National and personal finance columnist for The Globe & Mail.  Preet’s new book, Stop Over-Thinking Your Money!: The Five Simple Rules of Financial Success, is available on Jan 7, 2014.

imageJason Heath

Fee-only / Advice-only Financial Planner
LinkedIn | website | Financial Post column

Jason graduated with a Bachelor of Economics degree from York University in Toronto. He has also earned the Certified Financial Planner (CFP) designation. In addition, Jason has completed numerous financial, tax and estate planning specialty courses from a variety of organizations. Jason has appeared on CTV New Channel and authored and been interviewed for articles on a wide variety of topics appearing in publications such as the National Post, MoneySense, The Globe & Mail, the Toronto Star, Advisor’s Edge and Investment Executive. He is the Treasurer of the Block Parent Program of Canada and a personal finance columnist for the Financial Post.

Promod SharmaPromod Sharma

Personal Insurance Actuary
LinkedIn | website | Twitter | Riscario Insider blog

Promod (“pro-MODE”) is the Founder of Money 50/50. He’s an insurance actuary (FSA, FCIA) who designed personal life/health products for various companies and then helped advisors across Canada sell them. In 2009, Promod started using his insider insights to help the public instead. He’s been interviewed in publications ranging from general (e.g., The Globe and Mail, the Toronto Star) to niche (e.g., Beyond Risk). He was the sole nominee from the financial sector for a 2011 Business Excellence Award from the Toronto Board of Trade. Promod oversees six Toastmasters clubs and has done presentations across Canada.


imageKerry K. Taylor

Frugal Living Expert
LinkedIn | Twitter | Squawkfox blog

Kerry is the creator of Squawkfox.com, one of the most popular money blogs. Her articles on saving money and frugal living often go viral and have hit the front pages of Yahoo!, MSN, Lifehacker, and TIME.com. Kerry's creative and engaging writing style has won her accolades. She’s been voted one of Canada's Top Money Bloggers by The Globe and Mail readers, and she is regularly contacted by American and Canadian media. Kerry is the author of 397 Ways To Save Money, Spend Smarter & Live Well on Less.

The Date

Plan to attend on the evening of Monday, November 25th in downtown Toronto. Here are the details and registration form.