2024 Past Events – Financial Literacy

THE STATE OF FEMALE WEALTH
THURSDAY, January 11, 2024 — 12:30 to 1:30 pm
Janine Rogan, CPA discusses her book The Pink Tax, which “shine[s] a spotlight on the gender wage gap and the state of female wealth.” With Q&A and discussion.

TFSAs, RRSPs and FHSAs
WEDNESDAY, January 17, 2024 — 2:00 to 3:30 pm
Financial educator Lynn Bennett presents helpful information on Tax-Free Savings Accounts (TFSAs), Registered Retirement Savings Plans (RRSPs) and reviews First Home Savings Accounts (FHSAs). With Q&A and discussion.

RRIFs and LIFs
WEDNESDAY, January 24, 2024 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, gives an overview of RRIFs and LIFs as part of retirement income. She will explain how these investment accounts work, how they are taxed, and suggest credits and strategies you may use to optimize your retirement income tax bill. Presentation followed by moderated Q&A.

WILLS and ESTATES in QUEBEC: Preventing Problems
WEDNESDAY, February 7, 2024 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros outline considerations for making a Will and liquidating an Estate in Quebec. Presentation followed by moderated Q&A.

INCOME TAX PREPARATION
WEDNESDAY, February 21, 2024 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, gives an overview of 2023 provisions of federal and Quebec 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 PREPARATION
WEDNESDAY, March 6, 2024 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, gives an overview of 2023 provisions of federal and Quebec 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.

POWERS of ATTORNEY and PROTECTION MANDATES in QUEBEC
WEDNESDAY, March 13, 2024 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session on Powers of Attorney and Protection Mandates: their purpose and effect, and considerations to be made by the people involved. Presentation followed by moderated Q&A.

HOW TO USE UFile TO FILE YOUR INCOME TAX RETURN ONLINE
FRIDAY, March 22, 2024 — 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.

INCOME TAX PREPARATION
WEDNESDAY, March 27, 2024 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, gives an overview of 2023 provisions of federal and Quebec 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.

OLD AGE SECURITY and OTHER SERVICE CANADA PROGRAMS
WEDNESDAY, April 17, 2024 — 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 (GIS), the new Canadian Dental Care Plan and the My Service Canada Account. She will also discuss fraud prevention. Q&A.