Seniors and Retirement

From October 1, 2019 to March 31, 2021, we are offering FREE English-language information sessions on personal finances and estate planning. This is possible thanks to Canadian Heritage program funding.

Using a variety of formats — interactive seminars, hands-on workshops, and lectures with discussion — we present information on budgeting, saving, investing and estate planning.

A hallmark of our financial literacy programming is brand neutrality.

For more information, please email our Financial Literacy Coordinator, Natalie Domingue: natalie@atwaterlibrary.ca.

Upcoming Events

WEDNESDAY, November 20, 2019 – 2:00 to 4:00 pm
PERSONAL FINANCES: UNDERSTANDING YOUR INVESTMENTS (Part 1 of 2)
Lynn Bennett, Certified Financial Planner, gives an overview of investment accounts and their life cycle. She will discuss Registered versus Non-Registered and RRSPs versus TFSAs. With Q&A.

WEDNESDAY, November 27, 2019 – 2:00 to 4:00 pm
PERSONAL FINANCES: UNDERSTANDING YOUR INVESTMENTS (Part 2)
Lynn Bennett, Certified Financial Planner, gives an overview of investment accounts and their life cycle. She will explain ETFs versus Mutual Funds and Stocks versus Bonds and associated risk levels. With Q&A.

WEDNESDAY, December 4, 2019 – 1:00 to 3:00 pm
BUDGETING FOR THE HOLIDAYS
Liz Perrin conducts an information session on how to maintain a budget, comparison shop, and protect your finances from online fraud around the holidays. With Q&A. No advance registration.

THURSDAY, January 16, 2020 – 12:30 to 1:30 pm
HOUSING OPTIONS FOR SENIORS
Janet Torge shares Radical Resthomes’ vision and discusses housing models that meet seniors’ needs. Discussion with Q&A. No advance registration.

WEDNESDAY, January 29, 2020 – 1:00 to 3:00 pm
POWERS OF ATTORNEY, PROTECTION MANDATES AND OTHER TOOLS FOR PLANNING AHEAD
Richard Goldman, lawyer and legal plain language specialist with Éducaloi, conducts an information session. Discussion with Q&A. No advance registration.

Free Literature

We have a public display of free English-language literature by Éducaloi and Autorité des marchés financiers (AMF) on our main floor, just inside the Computer Centre. Included are booklets on financial and estate planning.

Financial and Estate Planning Booklets

Past Offerings

From 2013 to March 2017, we offered free sessions on financial literacy for people planning for retirement and seniors with funding from the Education and Good Governance Fund of Autorité des marchés financiers (AMF). This was preceded by a successful pilot project funded by Canadian Heritage. In 2016, Capital One made a donation.

From January to September 2019, we conducted free sessions for seniors with project funding from the Lindsay Memorial Foundation.

Click here to see the list of past 2019 offerings.
Click here to see the list of 2017 offerings.
Click here to see the list of 2016 offerings.
Click here to see the list of 2015 offerings.
Click here to see the list of 2014 offerings.
Click here to see the list of 2013 offerings.