2022 Past Events – Financial Literacy

THE ROLE OF THE BANKS IN PREVENTING FINANCIAL ABUSE
WEDNESDAY, January 12, 2022 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session with moderated discussion.

TFSAs and RRSPs: By Zoom
WEDNESDAY, January 26, 2022 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner, conducts an information session on Tax Free Savings Accounts (TFSAs) and Registered Retirement Savings Plans (RRSPs) as the deadline for contributions approaches. Moderated Q&A.

NUTS AND BOLTS OF WILLS
WEDNESDAY, February 2, 2022 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session with moderated discussion.

2021 INCOME TAX PREPARATION: By Zoom
WEDNESDAY, February 16, 2022 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner, gives an overview of 2021 provisions of federal and provincial income tax. She will explain tax treatment for different types of income and expenses, and let you know about credits and strategies you may use to optimize your tax bill. Presentation followed by moderated Q&A.

HOW TO FILE YOUR INCOME TAX RETURN ONLINE: By Zoom
FRIDAY, February 18, 2022 — 2:00 to 3:30 pm
Liz Perrin shows you how to file your income tax return online using UFile.ca. Step-by-step instructions with Q&A.
Click here to see an Atwater Library YouTube video on filing your tax return online using UFile.ca (21 minutes).
Presented by the Atwater Library CONNECT Project with funding from the Government of Canada.

LATER-LIFE PLANNING: Wills Powers of Attorney, Mandates of Protection and More
WEDNESDAY, March 2, 2022 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session with moderated discussion.

2021 INCOME TAX PREPARATION: By Zoom
WEDNESDAY, March 16, 2022 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner, gives an overview of 2021 provisions of federal and provincial income tax. She will explain tax treatment for different types of income and expenses, and let you know about credits and strategies you may use to optimize your tax bill. Presentation followed by moderated Q&A.

HOW TO FILE YOUR INCOME TAX RETURN ONLINE: By Zoom
FRIDAY, March 18, 2022 — 2:00 to 3:30 pm
Liz Perrin shows you how to file your income tax return online using UFile.ca. Step-by-step instructions with Q&A.
Click here to see an Atwater Library YouTube video on filing your tax return online using UFile.ca (21 minutes).
Presented by the Atwater Library CONNECT Project with funding from the Government of Canada.

2021 INCOME TAX PREPARATION: By Zoom
WEDNESDAY, March 30, 2022 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner, gives an overview of 2021 provisions of federal and provincial income tax. She will explain tax treatment for different types of income and expenses, and let you know about credits and strategies you may use to optimize your tax bill. Presentation followed by moderated Q&A.

HOW TO FILE YOUR INCOME TAX RETURN ONLINE: By Zoom
FRIDAY, April 1, 2022 — 2:00 to 3:30 pm
Liz Perrin shows you how to file your income tax return online using UFile.ca. Step-by-step instructions with Q&A.
Click here to see an Atwater Library YouTube video on filing your tax return online using UFile.ca (21 minutes).
Presented by the Atwater Library CONNECT Project with funding from the Grace Dart Foundation.

PREVENTING FINANCIAL EXPLOITATION: By Zoom
WEDNESDAY, April 6, 2022 — 2:00 to 3:30 pm
Lawyer Ann Soden presents helpful information and answer questions.

RADICAL RESTHOMES – WE’RE NOT ALONE: By Zoom
THURSDAY, April 14, 2022 — 12:30 to 1:30 pm
Janet Torge of Radical Resthomes shares information about innovative seniors’ housing projects around the world and gives the Montreal update.

ESTATE PLANNING: By Zoom
WEDNESDAY, May 4, 2022 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros present helpful information and answer questions.

INCOME, INVESTMENTS and TAXES in RETIREMENT: By Zoom
WEDNESDAY, May 25, 2022 — 2:00 to 3:30 pm
Lynn Bennett, educator and retired financial planner, presents helpful information and answers questions.

INCOME, INVESTMENTS and TAXES in RETIREMENT (Part 2): By Zoom
WEDNESDAY, June 8, 2022 — 2:00 to 3:30 pm
Lynn Bennett, educator and retired financial planner, reviews information she presented two weeks earlier and answers questions.

PREVENTING ELDER ABUSE and EXPLOITATION: By Zoom
WEDNESDAY, June 22, 2022 — 2:00 to 3:30 pm
Lawyer Ann Soden, head of the Elder Law Clinic, presents useful information and answer questions.

COPING WITH INFLATION
WEDNESDAY, July 13, 2022 — 2:00 to 3:30 pm
Financial educator and retired financial planner Lynn Bennett discusses strategies for coping with rising prices.

HEALTHY EATING ON A BUDGET
WEDNESDAY, July 27, 2022 — 2:00 to 3:30 pm
Jennifer Brennan, Nutrition and Food Skills Manager with The Depot Community Food Centre, conducts an information session about healthy eating on a budget. With Q&A.

OLD AGE SECURITY and OTHER SERVICE CANADA PROGRAMS
WEDNESDAY, August 24, 2022 — 2:00 to 3:30 pm
Natasha Pétrin, Citizen Services Specialist, Service Canada, conducts an information session on Old Age Security (OAS), Guaranteed Income Supplement, OAS Allowance for spouses and common-law partners, issues for immigrant seniors, issues for caregivers, and more.

MANAGING YOUR DIGITAL ASSETS
WEDNESDAY, August 31, 2022 — 2:00 to 3:30 pm
Nancy Cleman Ad.E. gives an information session on access to online banking and reports, privacy protection, and identity theft prevention. Q&A.

HANDS-ON WORKSHOP on MANAGING YOUR DIGITAL LEGACY
FRIDAY, September 2, 2022 — 2:00 to 3:30 pm
Liz Perrin and Johan Boyden discuss helpful steps towards making an end-of-life plan for your digital legacy. They will demonstrate practical approaches to creating a detailed list of online accounts, and explore some of the options to delete or memorialize those accounts. Q&A with discussion.

WILLS and LATER-LIFE LEGAL PLANNING: Nuts and Bolts
WEDNESDAY, September 7, 2022 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session with moderated discussion.

CONSUMER RIGHTS
WEDNESDAY, September 21, 2022 — 2:00 to 3:30 pm
Éducaloi lawyer Richard Goldman presents practical information on people’s rights, how to head off problems and how to address them when they occur. Topics include: refunds and exchanges; pricing errors; warranties; online shopping; and what to do when problems occur. Moderated Q&A.

BASICS OF INVESTING: PART 1
WEDNESDAY, September 28, 2022 — 2:00 to 3:30 pm
Lynn Bennett, financial educator and retired financial planner, outlines the basics of investing. Issues covered include risk and return, investment accounts and mutual funds. Q&A.

FINANCIAL EXPLOITATION OF SENIORS: PREVENTION and POLICE RESPONSE
WEDNESDAY, October 5, 2022 — 2:00 to 3:30 pm
Carlota Santos, SPVM Community Relations Officer, offers advice for warding off fraud and financial abuse, and discusses the police response to reports of financial exploitation. Q&A.

BASICS OF INVESTING: PART 2
WEDNESDAY, October 12, 2022 — 2:00 to 3:30 pm
Lynn Bennett, financial educator and retired financial planner, discusses types of investors, asset allocation and taxation of investment income. Q&A.

GUARDING AGAINST ONLINE FRAUD
WEDNESDAY, October 19, 2022 — 2:00 to 3:30 pm
Craig Silverman, journalist and author, discusses our information environment and how we can guard against being manipulated, duped or swindled.

QUEBEC BILL 18
WEDNESDAY, November 2, 2022 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session on the new Quebec law to better protect vulnerable persons. Q&A.

MANAGING YOUR MONEY in a CHANGING WORLD
WEDNESDAY, November 16, 2022 — 2:00 to 3:00 pm
To mark Financial Literacy Month, RuthAnne Corley, Senior Engagement & Outreach Officer with the Financial Consumer Agency of Canada gives a presentation on “Managing Your Money in a Changing World.” Q&A.