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.