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.