Events

2020 Theme: Resilience From Your Mind to Your Wallet

Why?

A virtual personal finance and mindset conference is needed! This conference will leave you thinking and feeling more positive about yourself and 2020. This isn’t your typically boring personal finance conference. It’s time to get your freak on!

TICKETS: CLICK HERE

When?

A four-part virtual conference starting during Financial Literacy Week.

  • Session #1: Wednesday November 18th, 2020
  • Session #2: Wednesday November 25th, 2020
  • Session #3: Wednesday December 2nd, 2020
  • Session #4: Wednesday December 9th, 2020

All sessions with be live at 12:00 – 1:15PM MST (recorded sessions available if you can’t attend during the live session) 

Who should attend?             

If you want to increase your wealth, upgrade your mindset and create a thriving financial life, you will want to sign up!

You will learn practical and simple tips on how to pay down debt fast, invest smarter, organize your money, change your money story, how to adopt a growth mindset, how to become resilient, how to break the money taboo, and so much more!

Details:

Money is a touchy subject, in fact, it’s The Most Hated F-Word!

Let’s talk about personal finance and let’s talk about it loudly. Join us for a four-part virtual session of thought-provoking speakers using plain language to break the silence on The Most Hated F-Word.

This financial literacy event is desperately needed. After all, a whopping 42% of Canadians report finances as the top stressor in their lives.  It’s wild that finance is practically a taboo topic.

This event WILL break the taboo and get down to the nitty gritty. So, come ready to engage in important conversations that will actually make you feel better about The Most Hated F-Word.

Really, it will be a personal finance conference like you have never seen before!

Let’s get people talking!

TICKETS: CLICK HERE

And the Cherry on Top?

All the proceeds from the event will be donated to Junior Achievement Northern Alberta. That means your attendance will directly benefit the financial literacy of the youth in our communities. To find out more about Junior Achievement click here.

The Speakers

Personal Finance Experts & Entrepreneurs

We are psyched to have 10 highly regarded and insightful speakers (5 personal finance speakers & 5 entrepreneurs) on the docket offering up their wisdom and expertise. The topics will allow you to navigate change in 2020 and beyond!

Each speaker will have 18 minutes (TED talk style) to share their unique perspectives on personal finance.

If you attend this virtual conference, you will leave thinking and feeling differently about money and have the tools and resources to start building your wealth and upgrading your mindset.

Topics will be diverse, relevant, relatable and actionable in our own lives. 

TICKETS: CLICK HERE

Kathleen Burns-Kingsbury MS | Wealth Psychologist Expert / Author / Speaker and Consultant

Topic: Breaking Money Silence® Across Generations

Bio:

Kathleen Burns Kingsbury is a wealth psychology expert serving financial services professionals and their clients. As an Author, Speaker, and Podcaster, Kathleen aims to help audiences connect, communicate and collaborate more effectively about money.

She is the founder of KBK Wealth Connection, host of the “Breaking Money Silence™” podcast, and the author of several books including “How to Give Financial Advice to Women” and “How to Give Financial Advice to Couples.” Her latest book, “Breaking Money Silence: Shatter Money Taboos, Talk Openly about Finances, and Live a Richer Life” was published in the fall of 2017.

Click Here for Kathleen’s Website

Dr. Matt Goren Ph.D, CFP | Professor of Financial Planning / Financial Literacy Educator / Psychologist

Topic: Budgeting for Happiness

Bio:

Dr. Matt Goren is an acclaimed teacher and speaker who focuses on the interplay of personal finance and psychology. His personal finance radio show and podcast, Nothing Funny About Money, was named 2018’s most outstanding consumer financial information resource by the AFCPE.

The show puts a lighthearted spin on personal finance and emphasizes solution-focused thinking and action. This mindset extends to Goren’s work as a pro bono financial advisor and instructor, and he has worked with over 4,000 individuals across the United States.

Goren has provided business development and strategy consulting to dozens of organizations, ranging from small fintech startups to large land-grant universities and Fortune 500 corporations. Through this work, he has created and expanded financial literacy programs that now help thousands of students from children to seniors.

Spearheaded 1st mandated financial literacy education program in U.S.; grew student wealth by $1.9M.

In 2017, his team at the University of Georgia’s ASPIRE Clinic was named Pro Bono Advisors of the Year by Financial Planning Magazine.

Click Here for Dr. Matt Goren’s Site

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Rishi Patel | Chief Executive Officer at Keeran Networks

Click Here For Rishi’s Company Site

James “Mac” McPartland | keynote speaker / Author / Executive Coach

Topic: Mastering Your Story

Bio:

James McPartland is a keynote speaker, author of Unopened Gifts, and executive coach – helping leaders and their teams access breakthrough performance and results. Having spoken at events worldwide for the past 25 years, he is committed to delivering specific, actionable strategies to impact today’s high performing professional, bringing a wealth of knowledge from his experience as a successful CEO.

James blends a power delivery style with a gift for storytelling and connecting with audiences in a way that will move them to action. Speaking on the keys to unlocking inherent potential, he has worked with some of the world’s leading businesses to transform their organizational cultures into ones of exceptional collaboration & achievement.

Click Here for Mac’s Site

Kristina Botelho | Passionate Entrepreneur /
Owner of KB&Co

Bio:

Known as “KB”, Kristina calls herself a “casual conscious eater.” She’s also a passionate foodie and a lover of all foods, but sadly, not all foods choose to love her back.

She’s been a fast-casual restaurateur for most of her life, with short breaks in between. But it was during her employment for someone else that Kristina realized how extremely challenging it was for her to eat out. There seemed to be limited options at a casual, grab-and-go level with menu items that she didn’t have to modify a few times. Yes, she’s that annoying customer, but she swears she’s not a princess—okay maybe a little.

So, after some reflection, and taking into consideration her background, love for people, and passion for healthy plant-based food, why not create a space for others who may be experiencing the same challenges?

Click Here for KB&Co’s Website

Moez Mahrez, CFA | Investment Analyst

Topic: How to Invest like The Pros

Bio:

Successful investment analyst with strong leadership skills, an analytical nature and an in-depth understanding of portfolio management. Strong presentation, relationship-building and organizational skills. Well-versed in researching investments and making solid recommendations for investments. Able to develop proposals and stay on top of market trends. Knowledgeable about risk, return and relative valuations.

Click Here to See Moez as the Chief Editor in ETF & Mutual Fund Update

David Brown MBA | President and CEO of Core Real Estate Group

Bio:

David Brown is the President and founder of Core Real Estate Group. He grew up in Edmonton with a thirst for entrepreneurism from an early age; starting a clothing line and organizing entertainment events early in his life while attending the U of A. After graduating and spending 5-years on the leadership team of a large hospitality company, he set his sights on achieving a long-standing personal goal (as well as the sunny beaches of California) and left for a new adventure.

Spending the next 5-years in Southern California and Hong Kong, he earned an MBA in finance and entrepreneurship, and then worked for a business valuation/M&A firm. Dave’s entrepreneurial mindset called upon him again, and started Core Real Estate Group – a boutique real estate management and brokerage firm. Core has grown significantly since inception and continues to support staff in personal and professional growth while providing clients with the knowledge and guidance necessary to ensure operational and financial efficiency.

Click Here for Dave’s Company Site

Enoch Omololu, MBA | Personal Finance Expert / Personal Finance Blogger

Topic: Making Saving & Investing Simple With Financial Apps

Bio:

Enoch Omololu is a veterinarian and the resident personal finance expert at Savvy New Canadians. He has a master’s degree in Finance and Investment Management from the University of Aberdeen Business School and has a passion for helping others win with their finances.

Click Here for Enoch’s Blog

Derek Hagen CFP®, FBS®, CFT-I™, CFA / Financial Therapist

Topic: Money and Meaning: Building Resiliency Through Purpose

Bio:

erek Hagen is the founder of Money Health Solutions®️, a financial therapy and consulting firm. Money Health Solutions helps clients live intentionally and mindfully, using money as a tool to support their ideal life. He facilitates financial health by helping clients understand their own money psychology, lowering financial stress, and increasing confidence in financial decisions. Derek also started Money Health®️, a personal finance blog focusing on the psychology of money, using personal stories and simple drawings to help demystify money for readers.

Derek has worked in financial services for over 18 years, including serving as Vice President of Investments and Planning for a prominent investment advisor, and Director of Wealth Management for a small wealth manager. He makes it his number one priority to simplify money matters, using plain English. He is professionally trained in financial psychology, financial behavior, financial planning, and behavioral finance. 

In his spare time, Derek enjoys playing squash, practicing Kung Fu, and all things outdoors, especially camping, hiking, running, and biking.

www.moneyhealthsolutions.com

Shaun Maslyk CFP | Financial Planner / Financial Wellness Advocate / Personal Finance Podcast

Topic: How to be Wealthy and Healthy

Bio:

During the last 15 years, Shaun has been delving into the frustrating but fascinating world of personal finance. While in university, Shaun was fortunate to make a decision that has forever changed his relationship with money. He decided to drop out and traveled around the entire globe for a year with his wife. Together they spent less than the price of a used compact car. Shaun is on a mission to educate and empower people so they can live their happiest and most fulfilled lives. For Shaun, financial literacy is not about becoming rich, it’s about living our most enriched lives.

Shaun deeply believes that when we understand our money relationships, and what’s important, our entire money framework changes in a healthy manner. Both him and his wife are seeking to become financially independent before their 43rd birthdays.

Shaun is a Certified Financial Planner, Chartered Insurance Professional, and holds his Bachelor of Commerce degree. He owns and operates an insurance and investment business in Edmonton, Alberta. Additionally, he runs a blog called The Most Hated F-Word, where he writes about learning better money habits, investing and how to take control over your finances.

Click Here for Shaun’s Blog/Podcast

Maria Smith| Real Estate Investing Expert / Personal Finance Blogger / Educator

Topic: How & Why You Need To Pay off Debts

Bio:

Maria is the founder of Handful of Thoughts, a resource dedicated to helping moms take control of their time and money.  At the age of 30, Maria was mortgage-free after paying off a $342,000 mortgage in less than 5 years.  She is working towards achieving financial independence while helping other moms to do the same. For more information contact: maria@handfulofthoughts.com 

Click Here for Maria’s Blog

TICKETS: CLICK HERE

Past Events

September 27, 2019

Shifting Your F-inancial Conference:

A non boring personal finance conference

When:           Saturday September 28th, 2019

Where:         The Creative Hive  16819 111 Ave NW, Edmonton, AB T5M 2S4 

Time:            9:00 AM – 5:00 PM   

Who:             If you make money and spend money. This event is for you.   

Tickets:        Tickets are $55 per people Click here for tickets!

Details:

Get your financial freak on!

Money is a touchy subject, in fact, it’s The Most Hated F-Word!

Let’s talk about personal finance and let’s talk about it loudly. Join us for a day of thought-provoking speakers using plain language to break the silence on The Most Hated F-Word.

This financial literacy event is desperately needed. After all, a whopping 42% of Canadians report finances as the top stressor in their lives.  It’s wild that finance is practically a taboo topic.

This event WILL break the taboo and get down to the nitty gritty. So come ready to engage in important conversations that will actually make you feel better about The Most Hated F-Word.

Really, it will be a personal finance conference like you have never seen before!

Let’s get people talking!

And the Cherry on Top?

All the proceeds from the event will be donated to Junior Achievement Northern Alberta. That means your attendance will directly benefit the financial literacy of the youth in our communities. To find out more about Junior Achievement click here

If you attend this virtual conference, you will leave thinking and feeling differently about money and have the tools and resources to start building your wealth and a growth mindset. The Speakers:

We are psyched to have 10 insightful speakers on the docket who are donating their time for this financial literacy conference in support of Junior Achievement Northern Alberta, a local non-profit organization.

The Speakers

Come Enjoy:

7 Speakers, a DJ, wine, beer, cheese and community building.

The Speakers:

We are psyched to have 7 insightful speakers on the docket who are donating their time for this financial literacy conference in support of Junior Achievement Northern Alberta, a local non-profit organization.

Each speaker will have 18 minutes (TED talk style) to share their unique perspectives on personal finance. Topics will be diverse, relevant, relatable and actionable in our own lives. 

Ashif Mawji | Serial entrepreneur / Philanthropist / Venture capitalist / Mentor and a Community builder

Topic: Follow Your Passions and Focus on Ideas Around That

Bio:

Ashif Mawji is a serial entrepreneur, philanthropist, venture capitalist, mentor and community builder. He chairs the Edmonton Police Foundation and serves on numerous private and nonprofit boards, including the Sarah McLachlan School of Music, CN Community Foundation and others.

He received the EY Prairies Entrepreneur of the Year award, named one of Canada’s Top 40 under 40 and received Canada’s 50 Best Managed companies award three years in a row.

Ashif received NAIT’s Alumni of Distinction Award and named one of the Top 50 Graduates in 50 years and received an Honorary Degree in Bachelor of Business Administration.

Ashif is an Honorary Colonel in the Canadian Army and received the Queen’s Golden and Diamond Jubilee medals and the Alberta Centennial Medal.

He was named a Henry Crown Fellow (part of the globally renowned Aspen Institute).  Ashif is happily married to Zainul and has two amazing boys Kinza and Aariz.

Ashif is happily married and has two amazing boys.

Richard Moxley | Credit Expert / eCredit Fix

Topic: FREEEDOM! – How to live FREE and in control

Bio:

After 8 years as a high-volume mortgage broker Richard Moxley was tired of helping consumers get into debt. Now he spends his time helping Canadians get out of debt and rebuild their credit. Everyone is playing the Credit Game but his passion is to show you how to play to WIN and have some fun along the way. Some of his accreditation are:

  • Best-selling author
  • Featured in the Globe and Mail, CBC market report, CTV and Global TV locally and nationally.
  • Financial Literacy Leader of the year 2015/2016
  • Licenced Insolvency Counselor

Richard Moxley is married, has five children, and lives in Calgary, AB.

Dr. Kyle Murray PhD | Professor of Marketing & Vice Dean UofA

Topic: The Behavioral Science behind Better Financial Decisions

Bio:

Kyle B. Murray is the Vice Dean and a Professor of Marketing at the University of Alberta’s School of Business. Dr. Murray studies human judgment and decision making, and has been interested in personal financial decision making for more than 20 years. His work uses the tools of experimental psychology and behavioral economics to better understand the choices that people make. This work has been widely published in leading academic journals and was recently recognized with the prestigious interdisciplinary McCalla Professorship. Based on his research, Dr. Murray has advised several organizations including the Competition Bureau of Canada, General Motors, Industry Canada, Johnson and Johnson, LoyaltyOne, and Microsoft. His two books are The Retail Value Proposition and Consumer Behaviour.

www.kylemurray.com

Alyssa Davies | Content Specialist & Personal Finance Blogger

Topic: MONEY, MOTHERHOOD, MACHIATTOS

Bio:

Alyssa is founder of the personal finance blog, Mixed Up Money and a content specialist for Zolo.ca. She writes about being a mom, overcoming personal debts, and how to get away with affording your ridiculously expensive latte habit. Alyssa doesn’t preach frugality or expect you to be perfect because let’s be honest – money isn’t a one-size-fits-all solution. As someone who doesn’t call herself an industry expert, she knows that you need real-life-non-scary-tips-and-tools to create a healthy vision of what financial success looks like for you – and only you.

https://mixedupmoney.com/

James Knull | Owner of Mogul Realty Group

Topic: How to House HACK your Home: AKA make money from it

Bio:

James Knull has been a Realtor for 11 years and has over 15 years of experience in Real Estate investing with over 250 investment properties. He is a passionate and experienced leader who mentors other investors. He coaches individuals who are new to Real Estate as well as advanced investors. James gives his time to speak on the REIN stage and other events to help inspire investors to be the best they can be.

James takes his role as leader of the Mogul team seriously. His mentality, “Live Well”, truly radiates from the team to the community. He strives to inspire everyone to make Real Estate the vehicle that drives them to success.

www.mogulrg.com

Shaun Maslyk CFP | Financial Planner & Personal Financial Blogger

Topic: What’s Your Money Story?

Bio:

During the last 15 years, Shaun has been delving into the frustrating but fascinating world of personal finance. While in university, Shaun was fortunate to make a decision that has forever changed his relationship with money. He decided to drop out and traveled around the entire globe for a year with his wife. Together they spent less than the price of a used compact car. Shaun is on a mission to educate and empower people so they can live their happiest and most fulfilled lives. For Shaun, financial literacy is not about becoming rich, it’s about living our most enriched lives.

Shaun deeply believes that when we understand our money relationships, and what’s important, our entire money framework changes in a healthy manner. Both him and his wife are seeking to become financially independent before their 43rd birthdays.

Shaun is a Certified Financial Planner, Chartered Insurance Professional, and holds his Bachelor of Commerce degree. He owns and operates an insurance and investment business in Edmonton, Alberta. Additionally, he runs a blog called The Most Hated F-Word, where he writes about learning better money habits, investing and how to take control over your finances.

www.themosthatedfword.com

Bryn Bezaire LL.B, BA | Wills & Estate Lawyer 

Topic: What to Know Before You Go

Bio:

Bryn has extensive experience drafting Wills, Enduring Powers of Attorney, and Personal Directives which suit each client’s individual needs.  She enjoys assisting clients with estate planning needs including those with blended families, capacity related issues, AISH recipient beneficiaries, assets in multiple jurisdictions, and corporate interests, using various trust structures, while always keeping in mind the tax implications of each potential strategy.

Bryn enjoys making presentations to numerous groups about issues relating to Wills and Estates and presents regularly for the Edmonton Community Foundation at Wills Week.

In addition to her Wills and Estate planning services, Bryn has significant experience in preparing applications for Probate when the deceased had a Will, or applications for Administration when the deceased did not have a Will.  

Bryn often assists the Executor or Personal Representative of Estates in collecting Estate assets and paying Estate debts.  She ensures that all appropriate taxes have been paid in order to protect the Executor or Personal Representative from liability.  

In her spare time Bryn believes it is important to give back to the community.  She is the past Chair and current board member of Fulton Child Care Association and Fulton After-school Association.  As part of that she participated heavily in a board initiative to build a playground for the children after both programs relocated.  

Stay Tuned for the last presenter’s bio soon!

Click here for tickets

Previous Meet Ups:

  • Wednesday November 7th 2018
    • Topic #1: “How to save THOUSANDS of dollars while investing”
    • Speaker #1: Shaun Maslyk CFP, CCS, CIP, B.Comm
    • Topic #2: “Creating a Disciplined Money Mindset”
    • Speaker #2: Jen Panteluk MBA, CFRE President and CEO of Junior Achievement 
  • Wednesday September 7th 2018
    • Topic #1: “Do you want an additional $6,000 a year”
    • Speaker #1: Shaun Maslyk CFP, CCS, CIP, B.Comm
    • Topic #2: “Doing Good, While Doing Well”
    • Speaker #2: Dennis Cuku,  Founder & Director of RevisionOne, Former co-owner the Mosaic Centre for Conscious Community and Commerce
  • Wednesday July 4th, 2018
    • Topic #1FIRE: Financial Independence, Retire Early. How to implement 
    • Speaker #1: Shaun Maslyk CFP, CCS, CIP, B.Comm
    • Topic #2: “Living a FIRE lifestyle and LOVING it!”
    • Speakers #2: Jerry and Maria Smith
  • Wednesday May 2nd, 2018
    • Topic #1:Stop Paying All That Mortgage Interest!”
    • Speaker #1: Tommy Kalita 
    • Topic #2: “The Rules of Credit you NEED to know”
    • Speaker #2: Shaun Maslyk CFP, CCS, CIP, B.Comm
  • Wednesday March 14th, 2018
    • Topic #1: “It all started with a desire to know my purpose”
    • Speaker #1: Mick Lolekonda Speaker, Author and Consultant
    • Topic #2: “What you need to know about investing”
    • Speaker #2: Shaun Maslyk CFP, CCS, CIP, B.Comm
  • Wednesday February 7th, 2018
    • Topic #1: “Understanding the Essential Canadian Tax System”
    • Speaker #1: Darryl R Antel LLB Barrister and Solicitor & CPA Canada, In-Depth Tax Course
    • Topic #2: “Renovating Your Finances in 2018: What to focus on in 2018 and beyond”
    • Speaker #2: Shaun Maslyk CFP, CCS, CIP, B.Comm
  • Wednesday December 6th, 2018
    • Topic #1: “Simple steps to creating an Income Producing Real Estate Portfolio”
    • Speaker #1: James Knull – Owner of Mogul Reality Group
    • Topic #2: “Cut the noise out! Funding your Financial WHY made easy!”
    • Speaker #2: Shaun Maslyk CFP, CCS, CIP, B.Comm
  • November 2017:
    • Topic #1: “What is true wealth?”
    • Speaker #1: Shaun Maslyk CFP, CCS, CIP, B.Comm
    • Topic #2: “The Economics of Happiness”
    • Speaker #2: Mark Anielski – Economist 
  • October 2017:
    • Topic #1: The WHY of the Most Hated F-Word
    • Speaker: Shaun Maslyk CFP, CCS, CIP, B.Comm

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