Level Up Your Money Event Recap

On Tuesday, May 7, I had the pleasure of doing my first ever joint event with none other than Erin Lowry, author of Broke Millennial and Broke Millennial Takes on Investing in my city of Toronto. I’ve known Erin for years, so when she reached out because she was gearing up for her book tour and wanted to come to Canada, I told her we needed to co-organize an event in Toronto!

From idea to event day, we put it all together in only two months. I know that may sound like plenty of time, but if you’re like me and have planned numerous events over the years (check out my past Millennial Money Meetups), then you know that two months is a big challenge. Not only do you have to secure a venue and sell tickets, but you also have to secure funding to make tickets actually affordable for people to buy.

Luckily, we were able to get TD Direct Investing to come on board as our exclusive sponsor and they were the perfect brand to work with. They were super hands-off, and plus what’s not to love about a brand that’s a discount brokerage all about promoting DIY investing?

The next hurdle was securing the venue, but I remembered how awesome the event space was for my first ever Millennial Money Meetup and thankfully they had an open slot. The last thing we needed to do was spread the word and fill 100 seats, and somehow we did it!

Besides a fun photo booth, food, drinks, and networking, the main event was the panel discussion on leveling up your money through investing. Erin moderated the panel that included me, Barry Choi from MoneyWeHave.com, and TD Direct Investing Education Facilitator Diana Stoparic, we shared out insight into the most important things everyone needs to know when they are just getting started with investing.

I, of course, hope to do more events this year, so to make sure you are the first to know when and where they will happen, sign up for my email list.

Watch or Listen to the Full Panel Discussion

If you weren’t able to come, or want to re-watch what we discussed, here’s the full video or you can just listen to the recording as part of my podcast.

To check out all the event photos, click here.

Start Your Investing Journey Today

Want to get started with your investing journey? Okay, well first off, I highly recommend grabbing a copy of the following investing books that are my absolute favourite:

• Broke Millennial Takes on Investing by Erin Lowry
• The Little Book of Common Sense Investing by John C. Bogle
• Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School by Andrew Hallam
• Your Retirement Income Blueprint by Daryl Diamond
• Unshakeable: Your Financial Freedom Playbook by Tony Robbins
• The Value of Simple by John Robertson

I also recommend you enroll in my Investing Foundations for Canadians course. It’s basically everything you need to know to understand all that investing jargon, know how to make your own investing plan, figure out how to save up enough to afford retirement, and of course actually start to invest.

Got any other questions about getting started with investing? Share them in the comments!