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.

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

For information and to register, please contact Zile Ozols at zile@atwaterlibrary.ca or 514-935-7344.
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Below is information about upcoming sessions:

WEDNESDAY, November 26, 2014 from 1:00 to 3:00 pm
Online Security and Banking
Facilitated by Elizabeth Perrin

 

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

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 18, 2014 from 1:00 to 3:00 pm
Estate Planning: Advantages of notarial wills and charitable gifts

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

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

THURSDAY, September 4, 2014 from 1:00 to 3:00 pm
For the Atwater Library Lunchtime Series, a talk on Radical Resthomes
With Janet Torge

WEDNESDAY, September 17, 2014 from 1:00 to 3:00 pm
WEDNESDAY, September 24, 2014 from 1:00 to 3:00 pm
Two-Part Seminar on the Fundamentals of Investing
Facilitated by André Morris and Carlo De Rose

TUESDAY, September 23, 2014 from 1:00 to 3:00 pm
Living with Disability: available tax relief and supports
Facilitated by Brenda Shanahan

MONDAY, September 29, 2014 from 1:00 to 3:00 pm
Online Government Services for Seniors
Facilitated by Elizabeth Perrin

WEDNESDAY, October 8, 2014 from 1:00 to 3:00 pm
Seminar on Socially Responsible Investing
Facilitated by André Morris and Carlo De Rose

FRIDAY, October 17, 2014 from 1:00 to 3:00 pm
Online Security and Banking
Facilitated by Elizabeth Perrin

MONDAY, October 20, 2014 from 1:00 to 3:00 pm
Legal Representation: Legal and Ethical Framework and Common Misconceptions
Facilitated by Ann Soden, Ad. E.

WEDNESDAY, October 29, 2014 from 1:00 to 3:00 pm
Funeral Planning
Facilitated by Laurie Cornay

FRIDAY, November 14, 2014 from 1:00 to 3:00 pm
The Informed Consumer: Online Research
Facilitated by Elizabeth Perrin

WEDNESDAY, November 19, 2014 from 1:00 to 3:00 pm
Year-End Tax Planning
With Michael Litwin, CPA, CA, CFP, TEP

THURSDAY, November 20, 2014 from 12:30 to 1:30 pm
For the Atwater Library Lunchtime Series, a talk on Smart Shopping in Montreal
With Sandra Phillips

Click here to see a list of 2013 offerings.