2013 Past Events – Financial Literacy

Winter-Spring 2013 – Funded by Canadian Heritage

Friday, January 25, 2013 from 1:00 to 4:00 pm
Retirement Budgeting, Income Planning and Expense Management
Facilitated by Brian Smith

Monday, January 28, 2013 from 1:00 to 4:00 pm
Workshop on Identity Theft / Fraud, Elder Financial Abuse
Facilitated by Brian Smith

Monday, February 25, 2013 from 1:00 to 4:00 pm
Identity Theft/Fraud, Elder Financial Abuse
Facilitated by Brian Smith

Wednesday, February 27, 2013 from 1:00 to 4:00 pm
Wills and Estate Planning
Facilitated by Lauren Tatner, LL.B., D.E.S.S. Common Law, D.D.N., LL.M.

Friday, March 1, 2013 from 1:00 to 4:00 pm
Retirement Budgeting, Income Planning and Expense Management
Facilitated by Bob Turnbull

Monday, March 25, 2013 from 1:00 to 4:00 pm
Identity Theft/Fraud, Elder Financial Abuse
Facilitated by Brian Smith

Wednesday, March 27, 2013 from 1:00 to 4:00 pm
Wills and Estate Planning
Facilitated by Lauren Tatner, LL.B., D.E.S.S. Common Law, D.D.N., LL.M.

Friday, April 5, 2013 from 1:00 to 4:00 pm
Retirement Budgeting, Income Planning and Expense Management
Facilitated by Bob Turnbull

Spring-Fall 2013 – Funded by Autorité des marchés financiers (AMF)

Wednesday, May 29, 2013 from 1:00 to 3:00 pm
Round Table Discussion on Identity Theft/Fraud, Elder Financial Abuse
Facilitated by Brian Smith

Friday, May 31, 2013 from 1:00 to 4:00 pm
Seminar on Wills and Estate Planning
Facilitated by Lauren Tatner, LL.B., D.E.S.S. Common Law, D.D.N., LL.M.

Monday, June 10, 2013 from 1:00 to 3:00 pm
Monday, June 17, 2013 from 1:00 to 3:00 pm
Two-Part Seminar on RRIFs and Annuities
Facilitated by Brenda Shanahan

Wednesday, June 19, 2013 from 1:00 to 3:00 pm
Seminar on Funeral Planning
Facilitated by Laurie Cornay

Wednesday, July 3, 2013 from 1:00 to 3:00 pm
Seminar on Estate Settlement and the Death of a Spouse
Facilitated by Alda Tropea

Wednesday, July 10, 2013 from 1:00 to 3:00 pm
Retirement Budgeting using Excel – Level 1
Facilitated by Elizabeth Perrin

Friday, July 12, 2013 from 1:00 to 3:00 pm
Retirement Budgeting using Excel – Level 2
Facilitated by Elizabeth Perrin

Friday, August 2, 2013 from 1:00 to 3:00 pm
Retirement Budgeting using Excel – Level 1
Facilitated by Elizabeth Perrin

Friday, August 9, 2013 from 1:00 to 3:00 pm
Retirement Budgeting using Excel – Level 2
Facilitated by Elizabeth Perrin

WEDNESDAY, August 21, 2013 from 1:00 to 3:00 pm
WEDNESDAY, August 28, 2013 from 1:00 to 3:00 pm
Two-Part Seminar on RRIFs and Annuities
Facilitated by Brenda Shanahan

WEDNESDAY, September 11, 2013 from 1:00 to 3:00 pm
Seminar on the Old Age Security Pension Plan
Facilitated by Nathalie Allard

WEDNESDAY, September 18, 2013 from 1:00 to 4:00 pm
Seminar on Wills and Estate Planning
Facilitated by Lauren Tatner, LL.B., D.E.S.S. Common Law, D.D.N., LL.M.

THURSDAY, September 26, 2013 from 12:30 to 1:30 pm
A talk for the Atwater Library Lunchtime Series was given by financial educator and media commentator Brenda Shanahan: “Bridging the Income Gap….Tips on Easing Into Full Retirement”

WEDNESDAY, October 9, 2013 from 1:00 to 3:00 pm
WEDNESDAY, October 16, 2013 from 1:00 to 3:00 pm
Two-Part Seminar on RRIFs and Annuities
Facilitated by Brenda Shanahan

TUESDAY, October 22, 2013 from 1:00 to 3:00 pm
Round Table Discussion on Overcoming Your Fears and Anxieties about Money: From a Woman’s Perspective
Facilitated by Terri Allister

WEDNESDAY, October 23, 2013 from 1:00 to 3:00 pm
Retirement Budgeting using Excel – Level 1
Facilitated by Elizabeth Perrin

WEDNESDAY, November 13, 2013 from 1:00 to 3:00 pm
WEDNESDAY, November 20, 2013 from 1:00 to 3:00 pm
Two-Part Seminar on RRIFs and Annuities
Facilitated by Brenda Shanahan

MONDAY, November 18, 2013 from 1:00 to 3:00 pm
Retirement Budgeting using Excel – Level 1
Facilitated by Elizabeth Perrin

MONDAY, November 25, 2013 from 1:00 to 3:00 pm
Retirement Budgeting using Excel – Level 2
Facilitated by Elizabeth Perrin

TUESDAY, November 26, 2013 from 1:00 to 3:00 pm
Getting a Handle on your Paperwork… processes for sorting, classifying, and filing your papers
Facilitated by Kathleen Murphy

WEDNESDAY, December 4, 2013 from 1:00 to 3:00 pm
WEDNESDAY, December 11, 2013 from 1:00 to 3:00 pm
Two-Part Seminar on RRIFs and Annuities
Facilitated by Brenda Shanahan

Click here to see a list of 2015 offerings.
Click here to see a list of 2014 offerings.