Retirement

We are offering sessions on financial literacy for people planning for retirement and seniors. This programming is subsidized by Autorité des marchés financiers (AMF).

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Admission is free but we request donations. We issue charitable donation tax receipts for donations of $15 and up.

Except where noted, advance registration is required.

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

Upcoming Events

Wednesday, February 22, 2017 from 1:00 to 3:00 pm
“Don’t Ask, Don’t Get”: An interactive workshop on communication and negotiation skills
Facilitated by Victoria McKinlay and Peter Shaw

Wednesday, March 15, 2017 from 1:00 to 3:00 pm
Elder law specialist Ann Soden, Ad.E. gives a presentation on the importance of wills and mandates, with a moderated Q&A session. Attendees are encouraged to submit questions in advance to Victoria McKinlay at victoria@atwaterlibrary.ca.

Friday, March 24, 2017 from 1:00 to 3:00 pm
Paul Delean, Montreal Gazette business columnist
A do-it-yourself investor’s journey
A presentation with discussion.

Wednesday, March 29, 2017 from 1:00 to 3:00 pm
Janet Torge
, Project Manager, Radical Resthomes
Radical Resthomes:  No Need to be Lonely or Poor as We Age
A presentation with discussion.

2017 Past Events

Wednesday, January 18, 2017 – 1:00 to 3:00 pm
Eat Well, Save More!
Facilitated by Jaimie Yue, Registered Dietitian
Recipes and tips for making healthy nutritious meals that are affordable.

Wednesday, January 25, 2017 – 1:00 to 3:00 pm
Budgeting: Part 1 – The Theory!
Facilitated by Victoria McKinlay and Heather Watkins, MSW
Budgeting basics and techniques for all ages.
Note: Attendance at Part 2 is optional.

Wednesday, February 1, 2017 – 1:00 to 3:00 pm
Budgeting: Part 2 – The Practice!
Facilitated by Victoria McKinlay and Heather Watkins, MSW
The second part of our budgeting series is a chance to put theory into practice by spending two hours working on your personal budget on a computer (with support should you require it.)
Feel free to bring your partial worked-out budget or start from scratch.

Wednesday, February 15, 2017 – 1:00 to 3:00 pm
Tax Consequences of Canadians Owning American Assets: IRS and CRA Perspectives
Facilitated by Michael Litwin, CPA, TEP and Tania Arnold
A one-hour presentation followed by a one-hour question-and-answer session.
Note: Registrants are asked to pre-submit questions by email to victoria@atwaterlibrary.ca or by phone 514-935-7344 ext’n 206.

Click here to see the list of 2016 offerings.
Click here to see the list of 2015 offerings.
Click here to see the list of 2014 offerings.
Click here to see the list of 2013 offerings.