Free Financial Literacy Sessions – Advance Registration Required

Thanks to funding from the Autorité des marchés financiers (AMF), over the next year we are offering free sessions on financial literacy for seniors.

Here are upcoming offerings:

WEDNESDAY, April 16, 2014 from 1:00 to 3:00 pm
WEDNESDAY, April 23, 2014 from 1:00 to 3:00 pm
Two-Part Seminar on the Fundamentals of Investing

Facilitated by André Morris and Carlo De Rose

WEDNESDAY, May 7, 2014 from 1:00 to 3:00 pm
Housing Options for Seniors
Facilitated by Kate Coulter, BSW and France Caron

FRIDAY, May 23, 2014 from 1:00 to 3:00 pm
Seminar on Socially Responsible Investing
Facilitated by André Morris and Carlo De Rose

WEDNESDAY, May 28, 2014 from 1:00 to 3:00 pm
Workshop for Seniors on Online Government Services such as Quebec Pension Plan, retirement income and taxes

Facilitated by Elizabeth Perrin

WEDNESDAY, June 11, 2014 from 1:00 to 3:00 pm
Sharing thoughts about effective Estate Planning for Quebec residents

Facilitated by Michael Litwin, CPA, CA, CFP, TEP and Brenda Shanahan

WEDNESDAY, June 25, 2014 from 1:00 to 3:00 pm
The Informed Consumer: Online Research

Facilitated by Elizabeth Perrin

WEDNESDAY, July 9, 2014 from 1:00 to 3:00 pm
Workshop for Seniors on Online Government Services such as Quebec Pension Plan, retirement income and taxes

Facilitated by Elizabeth Perrin

TUESDAY, July 15, 2014 from 1:30 to 3:30 pm
TUESDAY, July 22, 2014 from 1:30 to 3:30 pm
Two-Part Seminar on RRIFs and Annuities

Facilitated by Brenda Shanahan

WEDNESDAY, August 6, 2014 from 1:00 to 3:00 pm
The Informed Consumer: Online Research

Facilitated by Elizabeth Perrin

TUESDAY, August 19, 2014 from 1:30 to 3:30 pm
TUESDAY, August 26, 2014 from 1:30 to 3:30 pm
Two-Part Seminar on RRIFs and Annuities

Facilitated by Brenda Shanahan

Free admission but the number of places is limited and advance registration is required.

For information and to register, please contact Zile Ozols at 514-935-7344 ext'n 206 or zile@atwaterlibrary.ca.

Past Sessions

TUESDAY, January 14, 2014 from 1:30 to 3:30 pm
TUESDAY, January 21, 2014 from 1:30 to 3:30 pm
Two-Part Seminar on RRIFs and Annuities
Facilitated by Brenda Shanahan

WEDNESDAY, January 22, 2014 from 1:00 to 3:00 pm
WEDNESDAY, January 29, 2014 from 1:00 to 3:00 pm
Two-Part Seminar on the Fundamentals of Investing
Facilitated by André Morris and Carlo De Rose

WEDNESDAY, February 12 from 1:00 to 3:00 pm
Making Taxes Work for You
Facilitated by Brenda Shanahan and Rhonda Schanfield, MBA, CPA, CGA

WEDNESDAY, February 26 from 1:00 to 4:00 pm
Seminar on Wills and Estate Planning

Facilitated by Lauren Tatner, LL.B., D.E.S.S. Common Law, D.D.N., LL.M.

FRIDAY, March 14, 2014 from 1:00 to 3:00 pm
Housing Options for Seniors
Facilitated by Kate Coulter, BSW and France Caron

WEDNESDAY, March 19, 2014 from 1:00 to 3:00 pm
Making Taxes Work for You
Facilitated by Brenda Shanahan

WEDNESDAY, March 26, 2014 from 1:00 to 3:00 pm
Workshop for Seniors on Online Government Services such as Quebec Pension Plan, retirement income and taxes
Facilitated by Elizabeth Perrin

 

Click here to see a list of 2013 offerings.