2020 Past Events – Financial Literacy

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 22, 2020 – 1:00 to 3:00 pm
PROGRAMS AND SERVICES FOR SENIORS – SERVICE CANADA
Michèle Payette, Citizen Service Specialist, Service Canada, conducts an information session on Old Age Security (OAS), Guaranteed Income Supplement, OAS Allowance for spouses and common-law partners, issues for immigrant seniors, issues for caregivers, and more. 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.

WEDNESDAY, February 5, 2020 – 1:00 to 3:00 pm
LANDLORDS AND TENANTS: RIGHTS AND RESPONSIBILITIES
Leah Gardner, lawyer and legal plain language specialist with Éducaloi, conducts an information session on rental housing. Presentation with Q&A.
No advance registration.

WEDNESDAY, February 12, 2020 – 1:00 to 3:00 pm
YOUR 2019 INCOME TAX RETURN
Lynn Bennett, Certified Financial Planner, gives an overview of 2019 provisions of federal and provincial income tax, particularly pertaining to seniors. We’ll look at tax treatment for different types of income and expenses, and some of the credits and strategies you may use to optimize your tax bill. Moderated Q&A after the presentation.
No advance registration.

*TUESDAY, February 18, 2020 – 10:30 am to 12 noon
The South Asian Women’s Community Centre, 1035 Rachel St. E., Montréal
PERSONAL FINANCE ESSENTIALS for NEWCOMERS to QUEBEC
Michel Gariépy, analyst with Autorité des marchés financiers (AMF), conducts a session with discussion.
*Please note that this is NOT at the Atwater Library but instead at The South Asian Women’s Community Centre, 1035 Rachel St. E., Montréal.

WEDNESDAY, March 4, 2020 – 1:00 to 3:00 pm
WOMEN AND FINANCES: AN ESSENTIAL GUIDE TO THE BASICS OF SAVING, INVESTING AND PLANNING
Deborah Leahy, Investment Advisor with Edward Jones, conducts an information session. Presentation followed by Q&A.
No advance registration.

CANCELLED: THURSDAY, March 19, 2020 — 5:00 to 7:00 pm
Literacy in Action, 5 Connolly Street, Lennoxville
BUDGETING 101, presented in partnership with Literacy in Action
We hope to reschedule.

CANCELLED: TUESDAY, March 24, 2020 — 4:00 to 6:00 pm
Shawville-Clarendon Library, 356 Main Street, Shawville, QC 
YOUR 2019 TAX RETURN, presented in partnership with the Regional Association of West Quebecers

CANCELLED: WEDNESDAY, April 8, 2020 – 1:00 to 3:00 pm
YOUR 2019 INCOME TAX RETURN
Lynn Bennett, Certified Financial Planner, gives an overview of 2019 provisions of federal and provincial income tax, particularly pertaining to seniors. We’ll look at tax treatment for different types of income and expenses, and some of the credits and strategies you may use to optimize your tax bill. Moderated Q&A after the presentation.
No advance registration.

CANCELLED: WEDNESDAY, April 22, 2020 – 1:00 to 3:00 pm
WILLS: DRAFTING, PLANNING AND AVOIDING CHALLENGES
Ann Soden, Ad. E., Elder Law lawyer and mediator, and Anna Kamateros, notary, conduct an information session on drafting wills and how to avoid or reduce challenges following death.  Moderated Q&A after the presentation.
No advance registration.

CANCELLED: WEDNESDAY, April 29, 2020 – 1:00 to 3:00 pm
HOW TO FIND A FINANCIAL ADVISOR and HOW TO PREVENT FRAUD
Michel Gariépy, analyst with Autorité des marchés financiers (AMF), conducts an information session. Presentation followed by Q&A.
No advance registration.

FRIDAY, May 15, 2020 — 10:00 to 11:00 am
TIPS TO MAKE AND USE YOUR OWN BUDGET
BUDGETING BASICS Zoom Session 1 with computer instructor Liz Perrin and in partnership with Literacy in Action.

FRIDAY, May 29, 2020 — 10:00 to 11:00 am
PROTECT YOUR MONEY AND ONLINE RESOURCES
BUDGETING BASICS Zoom Session 2, also with Liz Perrin and in partnership with Literacy in Action.

WEDNESDAY, August 5, 2020 — 1:00 to 2:00 pm
NUTRITION ON A BUDGET
Zoom presentation by registered dietician Jaimie Yue with Q&A. Discussion and sharing of tips for meals and snacks that are both nutritious and affordable.

GUIDE TO PERSONAL FINANCE: A 5-Part ZOOM Series
Live online presentation by Investment Advisor Deborah Leahy with Q&A.

WEDNESDAY, September 2, 2020 — 1:00 to 2:30 pm
Part 1: Planning Your Budget

WEDNESDAY, September 9, 2020 — 1:00 to 2:30 pm
Part 2: Saving and Investing, Part 1

WEDNESDAY, September 16, 2020 — 1:00 to 2:30 pm
Part 3: Saving and Investing, Part 2

WEDNESDAY, September 23, 2020 — 1:00 to 2:30 pm
Part 4: Living in Retirement

WEDNESDAY, September 30, 2020 — 1:00 to 2:30 pm
Part 5: Estate Planning

EAT WELL ON A BUDGET: By ZOOM
WEDNESDAY, October 21, 2020 — 5:30 to 7:00 pm
Registered Dietician Jaimie Yue presents strategies for meal planning with tips to save money at the grocery store. With Q & A. This session is a collaboration between the Atwater Library and the Regional Association of West Quebecers.

PRIVATE CURATORSHIP and PROTECTIVE SUPERVISION: By Zoom
WEDNESDAY, November 4, 2020 — 1:00 to 2:30 pm
Notary Liat Lev Ary presents an information session on private curatorship: What happens if you have a mandate but cannot make decisions? She will also discuss protective supervision: What happens if you do NOT have a mandate and can no longer make decisions? Presentation followed by a moderated Q & A.

ESTATE LIQUIDATION: By Zoom
WEDNESDAY, November 11, 2020 — 1:00 to 2:30 pm
Notary Liat Lev Ary presents an information session on the steps involved in settling an estate following death. Presentation followed by a moderated Q & A.

LIA BUDGETING CLUB: A 5-Part ZOOM Series
Live online presentation by instructor Liz Perrin with Q&A in collaboration with Literacy in Action (LIA).
REGISTER for ONE OR MORE SESSIONS and get the Zoom link: info@lia-estrie.org

THURSDAY, September 24, 2020 — 1:00 to 2:00 pm
Part 1: How would you like to set up your budget?

THURSDAY, October 8, 2020 — 1:00 to 2:00 pm
Part 2: What will your budget routine be?

THURSDAY, October 22, 2020 — 1:00 to 2:00 pm
Part 3: Questions and Answers about Budgeting

THURSDAY, November 5, 2020 — 1:00 to 2:00 pm
Part 4: Shopping Online

THURSDAY, November 19, 2020 — 1:00 to 2:00 pm
Part 5: Coupon Apps and Promo Codes

ALL ABOUT INVESTING: Part 1: By Zoom
WEDNESDAY, November 18, 2020 — 1:00 to 2:30 pm
Certified Financial Planner Lynn Bennett presents an information session. She will analyze your choices: Robo-advisors vs. Financial Planners, online DIY vs. full-service broker, passive vs. active strategies, and conservative vs. aggressive portfolios. Presentation followed by
a moderated Q & A.

ALL ABOUT INVESTING: Part 2: By Zoom
TUESDAY, November 24, 2020 — 1:00 to 2:30 pm
Certified Financial Planner Lynn Bennett presents an information session. She will discuss understanding statements, fact sheets and market data. She will also explain how to find useful online information on stocks, mutual funds, ETFs (exchange-traded funds) and other personal finance topics. Presentation followed by a moderated Q & A.

WILLS AND MANDATES: By Zoom
WEDNESDAY, November 25, 2020 — 1:00 to 2:30 pm
Notary Liat Lev Ary presents an information session followed by moderated Q & A.

BUDGETING FOR THE HOLIDAYS 
WEDNESDAY, December 2, 2020 — 1:00 to 2:30 pm
Liz Perrin, Atwater Library Connect Project Coordinator, gives tips for saving money and comparison shopping online. With moderated Q&A. In collaboration with Voice of English-speaking Québec.