2023 Past Events – Financial Literacy

TFSAs, RRSPs and a Preview of FHSAs
WEDNESDAY, January 18, 2023 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, discusses Tax-Free Savings Accounts (TFSAs) and Registered Retirement Savings Plans (RRSPs) in the lleadup to the annual contribution deadline. As a bonus, she will also give a preview of the new Tax-Free First Home Savings Accounts (FHSAs). Presentation followed by moderated Q&A.

RETIREMENT INCOME
WEDNESDAY, January 25, 2023 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, discusses possibilities for income in retirement: pension plans, government benefits, investments, real estate, part-time work and more. Presentation followed by moderated Q&A.

POWERS OF ATTORNEY
WEDNESDAY, February 1, 2023 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session on powers of attorney. Presentation followed by moderated Q&A.

INCOME TAX PREPARATION
WEDNESDAY, February 15, 2023 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, gives an overview of 2022 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.

NUTS & BOLTS OF WILLS
WEDNESDAY, March 1, 2023 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session on wills. Presentation followed by moderated Q&A.

INCOME TAX PREPARATION
WEDNESDAY, March 8, 2023 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, gives an overview of 2022 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 USE UFile TO FILE YOUR INCOME TAX RETURN ONLINE
FRIDAY, March 10 — 2:00 to 3:30 pm
Gerry Vittoratos, a representative of UFile, gives an overview of using UFile software to file your income tax return online. Q&A.
This is a joint presentation of the Atwater Library Financial Literacy Program and Connect Project.

INCOME TAX PREPARATION
WEDNESDAY, March 29, 2023 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, gives an overview of 2022 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.

INCOME TAX RETURNS Q&A
WEDNESDAY, April 19, 2023 — 2:00 to 3:30 pm
Financial educator Lynn Bennett answers questions about income tax returns in the leadup to the May 1st deadline for filing.

QUEBEC BILL 18 and the Strengthening of Legal Rights of the Person: Dignity, Security and Autonomy
WEDNESDAY, April 26, 2023 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros discuss the effects of the new Quebec law to better protect vulnerable persons.

LISTS FOR YOUR LOVED ONES AND SURVIVORS
WEDNESDAY, May 10, 2023 — 2:00 to 3:30 pm
Montreal author Catherine Rahal gives a presentation on her new book If You Love Them Leave Them Lists. With Q&A.

TAX-FREE FIRST HOME SAVINGS ACCOUNTS (FHSAs)
WEDNESDAY, June 7, 2023 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner, presents information on tax-free First Home Savings Accounts (FHSAs), introduced by the Government of Canada in April 2023. Get useful information for yourself and for the young adults you care about. With Q&A.

LATER LIFE PLANNING Q&A
WEDNESDAY, June 14, 2023 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros answer questions about powers of attorney, wills and estates.

HEALTHY EATING ON A BUDGET
WEDNESDAY, July 12, 2023 — 2:00 to 3:30 pm
Natalie Berghuis, Regional Coordinator of Boîte à Lunch with The Depot Community Food Centre, conducts an interactive information session about healthy eating on a budget, especially for people dining solo or à deux. She will give tips for shopping and meal planning, and encourage attendees to share their strategies and favourite recipes.

OLD AGE SECURITY and OTHER SERVICE CANADA PROGRAMS
WEDNESDAY, August 16, 2023 — 2:00 to 3:30 pm
Nilaksha Wijayaratnam, 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.
Get helpful guidance and have your questions answered.

OPTIONS for DEATH ARRANGEMENTS
WEDNESDAY, August 30, 2023 — 2:00 to 3:30 pm
Danny Hum, Counsellor at Mount Royal Cemetery and Funeral Complex, conducts an information session on death arrangements, funerals and memorial services. He will outline options offered by a variety of not-for-profit organizations and businesses, and discuss advance planning and prepaid packages. With Q&A.

LISTS FOR YOUR LOVED ONES AND SURVIVORS
WEDNESDAY, September 20, 2023 — 2:00 to 3:30 pm
Catherine Rahal, certified professional consultant on aging, gives a hybrid presentation on her book If You Love Them Leave Them Lists. With Q&A.
For in-person attendance, no need to register. Just come to the Adair Auditorium at the Atwater Library (accessible by elevator).