Manage your Cash Flow like the CFO of a Company (In-Person)

Monday, June 19, 2023 12:00to13:30
3420 McTavish (Armstrong Bulding), Room A365/370

Offered by the Health and Well-being Program

Join Professor Shoeb Hosain and Wajih Atallah for the next session of the 4-part Self-Investment Series, which is designed for individuals seeking to take control of their financial future. The series covers investing and wealth management topics to provide you with valuable knowledge and insights.

To create a strong community of investors and foster engagement and learning, attendance to all three series is required, and the sessions will be held in-person (approximately 1.5 hours each). Light homework will be given between the courses to help you practice and reinforce the concepts learned in class. By attending all three sessions, you will gain knowledge and skills, and have the opportunity to network with other like-minded individuals.

Don't miss this opportunity to learn from our experts and take control of your investments. Register now to secure your spot in the upcoming sessions.

Part 2: June 19, 2023

Learn how to manage your household cash flow like the CFO of a company! Understand the principles of cash flow, the different mindsets and how they impact your purchasing and saving decisions, and how to build your own simple income statements and balance sheets. Take control of your cash flow and open up the way to invest.

To register:

1. Click here to access Minerva.

2. In the Employee Menu, click on Training Menu, select Health and Wellbeing Program Services, and follow the instructions to register (the session is called Introduction to Self-Investing).

Part 3: End of August or September 2023

Learn how to effectively monitor your investment portfolio for long-term success. Gain a thorough understanding of the significance of regularly assessing your investments, tracking returns, and adapting to market changes and personal financial goals. Additionally, acquire the skills to choose suitable investments at various stages of wealth accumulation. Whether you're in your early 20s, mid-40s, or approaching retirement, our expert speakers will offer invaluable insights into selecting investments aligned with your risk tolerance, time horizon, and financial objectives.

Learn how to withdraw funds efficiently during your retirement years. Our speakers will provide you with valuable information on creating a reliable retirement income stream, managing taxes, and maximizing the potential of your retirement savings.

Part 4: October 2023

Put into practice what you learned and buy an investment security using an online self-directed brokerage account, such as BMO Investorline or RBC. Our expert speakers will guide you through the process, step-by-step, and provide valuable tips on how to make informed investment decisions.

About the Speakers

Shoeb Hosain joins McGill with a wealth of industry experience in both the Technology and Financial Services industries, and is helping to craft the Masters of Management in Analytics for the Desautels Faculty of Management, as Program Director MMA. His recent tenure at IBM Watson in the US allowed him to architect many AI solutions for Fortune 500 companies across North America and abroad. Having spent many years with TD Securities and Algorithmics, Shoeb worked in Simulation based Predictive Analytics in the Capital Markets space where he was based in London, UK and consulted with major Sovereign Wealth Funds and private Investment and Insurance institutions in the European and Asian markets. Shoeb holds a Masters of Business Administration (MBA) from McGill University, and a Bachelors of Commerce (B.COM) from the University of Toronto. He is also an alumnus of the University of Manchester (UK) and the University of Melbourne (Australia).

Wajih Attalah is a Senior Operations Manager at Deloitte. He holds a Masters of Business Administration from McGill University and is a Certified Financial Education Instructor. He lived in 6 countries and 3 continents and worked in many countries throughout his career. He loves connecting with people and creating tools and processes that enable and support turning great ideas into great realities.

Note: The speakers and this seminar are independent and not affiliated with any financial institution. However, to apply and practice the fundamentals learned in the series, if you do not currently have an investment account, you will be required to open a free self-investment account with a broker such as with RBC.

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