June 2011 General Meeting, Thursday, June 23, 2011: YOUR FINANCIAL FUTURE NOW!

So little money, and so many uses for it: Spend, save, invest, indulge. Any expert you ask will tell you that it's important to consider your priorities, draw up a realistic financial plan - and then stick to it.  But that's easier said than done.
 
Please join us as award winning personal finance author and expert Patricia Lovett-Reid shares practical solutions to successful personal financial management and answers your questions.
 
Please note: Space is limited at our venue – seats are available on a first-come, first-serve RSVP-only basis. Please  RSVP  with your name, title and the name of your company/employer and names of any guests to events@ufsc-toronto.org. The meeting will begin at 6 pm sharp.
 
*RSVP REQUIRED*
 
Send RSVP with your name, title and the name of your company/employer and names of any guests to 
events@ufsc-toronto.org
 
DETAILS
Thursday, June 23, 2011
6:00pm start
  
KPMG LLP 
Bay Adelaide Centre
333 Bay Street, 46th Floor
Toronto, ON M5H 2S5
 
COST
Free!  Members and non-members welcome.
 
IMPORTANT REMINDER
Our monthly General Meeting will start promptly at 6:00 pm. We kindly ask anyone planning on attending to arrive at least 5 minutes early to get settled in.  Please try your best to arrive on time in an effort to not disturb the meeting proceedings and guest speaker.

General Meeting Agenda

6:00-6:15
  Welcome and Introduction
  Davina Reid, President – UFSC 
  Toronto
6:15-6:45
  Patricia Lovett-Reid, CFP
  Senior Vice President, 
  TD Waterhouse Canada Inc. 
6:45-7:10
  Discussion 
7:10-7:40
  Committee & Chapter Updates
7:40-8:00
  Other Business:
  Presentation by Robert Harris
  Chief Executive Officer
  Altruvest Charitable Services
8:15
  Networking Session hosted by KPMG
 
 
Please join us after the meeting for food and  refreshments (venue: to be announced at the  meeting).  This month the networking session  will start at 8:15 pm.
 
We would like to thank Patricia Lovett-Reid,  TD Bank Financial Group our general meeting and networking sponsor, and KPMG, this month's meeting host.

Guest Speak Bio

PATRICIA LOVETT-REID, CFP
Senior Vice President
TD Waterhouse Canada Inc.
 
Patricia Lovett-Reid, Senior Vice President of TD Waterhouse Canada Inc. is one of Canada's leading and respected authorities on personal finance. Patricia holds the designation of Certified Financial Planner and is a regular commentator for Business News Network, CTV, CP24 and the National on 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 offers daily market commentaries on radio stations such as AM 740 and 680 News.
 
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 andRetirement 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.
 
In June 2010, the Board of Governors of Humber College awarded Patricia with an Honorary Degree in Applied Studies. This is the highest award the institution can bestow.  For her outstanding contribution to the profession of financial planning in Canada, The Financial Planners Standards Council (FPSC) recognized Patricia with the 2009 Donald J. Johnston Award. The Women's Post named Patricia as one of Canada's Top 35 Women to Watch on their 2008 Women of the Year list.  As well, Patricia was named to the2007 Canada's Most Powerful Women: Top 100™Award in the Trailblazers and Trendsetters category.