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.