Retirement

From 2013 to March 2017, we offered free sessions on financial literacy for people planning for retirement and seniors with funding from the Education and Good Governance Fund of Autorité des marchés financiers (AMF) and from Capital One.

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There was huge uptake and attendees gave glowing evaluations…with requests for more.

To meet the documented demand for more English-language financial literacy programming for retirement, we are now endeavoring to raise the required funding. Offers are welcome! Please contact Executive Director Lynn Verge at lverge@atwaterlibrary.ca.

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.

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 8, 2017 from 1:00 to 3:00 pm
Renting vs. Buying: The pros and cons  A presentation with discussion
Bianca Dudin and Marco Lopez, real estate brokers with Groupe Sutton Clodem, and Annie Robillard, National Bank mortgage advisor

Tuesday, March 14, 2017 from 1:00 to 3:00 pm
Wills and Mandates – A presentation with a moderated Q&A session
Ann Soden, Ad.E., elder law specialist
Attendees are encouraged to submit questions in advance to Victoria McKinlay at victoria@atwaterlibrary.ca.  Please note that this session was earlier scheduled for March 15.

Tuesday, March 21, 2017 from 1:00 to 3:00 pm
The role of Quebec Public Curator/Curateur public du Québec in protecting those who are incapacitated
A presentation by staff of the Quebec Public Curator Office with discussion and opportunities to find out about the “continuum of protection.”
Part of the Atwater Library Alzheimer Café series.

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

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

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.