Financial Literacy Program

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

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Listed below in green are upcoming  events

Admission is free because of the AMF funding. The number of places is limited and advance registration is required*.

For information and to register, please contact Victoria McKinlay at victoria@atwaterlibrary.ca or 514-935-7344 ext’n 206.

WEDNESDAY, February 24, 2016 from 1:00 to 3:00 pm
Making sure those golden years aren’t broke years: retirement income and protection strategies

Facilitated by John ArcherInvestment Advisor, Financial Security Advisor, and well-known Business columnist for the Montreal Gazette. He will speak about government pensions, life annuities, segregated funds, the importance of having a will and mandate, the new minimum payouts for RRIFs and LIFs, investing for higher non-registered income, long term care insurance, tax-advantaged philanthropy planning, and related retirement planning strategies for the retired or nearly retired.

WEDNESDAY, March 2, 2016 from 1:00 to 3:00 pm
Money Matters Unit 1: Budgeting: A Place to Start

Facilitated by Financial Literacy Volunteers

WEDNESDAY, March 9, 2016 from 1:00 to 3:00 pm
Money Matters Unit 2: Banking Basics

Facilitated by Financial Literacy Volunteers

WEDNESDAY, March 16, 2016 from 1:00 to 3:00 pm
Money Matters Unit 3: Credit and Borrowing

Facilitated by Financial Literacy Volunteers

WEDNESDAY, March 23, 2016 from 1:00 to 3:00 pm
Your Money Seniors: Cash management as financial needs change

Facilitated by Douglas Rowat, Investment Portfolio Manager

WEDNESDAY, March 30, 2016 from 1:00 to 3:00 pm
Money Matters Unit 4: RESPs and Other Ways to Save

Facilitated by Financial Literacy Volunteers

2016 Past Events

WEDNESDAY, January 13, 2016 from 1:00 to 3:00 pm
New Year’s Resolution: Recognizing and ending elder abuse and financial exploitation

Facilitated by Ann Soden, lawyer and elder law specialist.

THURSDAY, January 21, 2016 from 12:30 to 1:30 pm
Housing Choices for Montreal Seniors: “Radical Resthomes: Rewriting Our Last Chapter”

Presented by Janet Torge, founder of Radical Resthomes

WEDNESDAY, February 3, 2016 from 1:00 to 3:00 pm
Planning your RRSP and TFSA contributions as tax time approaches

Facilitated by Financial Advisor Deborah Leahy

TUESDAY, February 9, 2016 from 1:00 to 3:00 pm
American Tax Clinic: For Canadians with American real estate and for Americans living in Canada

Facilitated by Michael Litwin

Click here to see a list of 2015 offerings.
Click here to see a list of 2014 offerings.
Click here to see a list of 2013 offerings.