2021 Past Events – Financial Literacy

TOOLS FOR PLANNING AHEAD: Powers of Attorney, Protection Mandates, Advance Medical Directives and Wills: By Zoom
WEDNESDAY, January 13, 2021 — 1:00 to 2:30 pm
Jennifer Drouin, Éducaloi lawyer and plain language specialist, presents an information session on tools for planning ahead. Presentation followed by moderated Q & A.

2020 INCOME TAX PREPARATION: By Zoom
MONDAY, February 22, 2021 — 4:00 to 5:30 pm
Lynn Bennett, Certified Financial Planner, gives an overview of 2020 provisions of federal and provincial 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. In collaboration with the Regional Association of West Quebecers (RAWQ).

HOW TO FILE YOUR INCOME TAX RETURN ONLINE: By Zoom
FRIDAY, February 26, 2021 — 2:00 to 3:30 pm
Liz Perrin shows you how to file your income tax return online using UFile.ca. Step-by-step instructions with Q&A.
Click here to see an Atwater Library YouTube video on filing your tax return online using UFile.ca (21 minutes).
Presented by the Atwater Library CONNECT Project with funding from the Government of Canada.

2020 INCOME TAX PREPARATION: By Zoom
WEDNESDAY, March 3, 2021 — 1:00 to 2:30 pm
Lynn Bennett, Certified Financial Planner, gives an overview of 2020 provisions of federal and provincial 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.

HOW TO FILE YOUR INCOME TAX RETURN ONLINE: By Zoom
FRIDAY, March 5, 2021 — 2:00 to 3:30 pm
Liz Perrin shows you how to file your income tax return online using UFile.ca. Step-by-step instructions with Q&A.
Click here to see an Atwater Library YouTube video on filing your tax return online using UFile.ca (21 minutes).
Presented by the Atwater Library CONNECT Project with funding from the Government of Canada.

2020 INCOME TAX PREPARATION: By Zoom
WEDNESDAY, April 7, 2021 — 1:00 to 2:30 pm
Lynn Bennett, Certified Financial Planner, gives an overview of 2020 provisions of federal and provincial 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.

HOW TO FILE YOUR INCOME TAX RETURN ONLINE: By Zoom
FRIDAY, April 9, 2021 — 2:00 to 3:30 pm
Liz Perrin shows you how to file your income tax return online using UFile.ca. Step-by-step instructions with Q&A.
Click here to see an Atwater Library YouTube video on filing your tax return online using UFile.ca (21 minutes).
Presented by the Atwater Library CONNECT Project with funding from the Government of Canada.

RRSPs, RRIFs and TFSA (Tax-Free Savings Accounts)
WEDNESDAY, May 12, 2021 — 1:00 to 2:30 pm
Lynn Bennett, Certified Financial Planner, gives an information session followed by moderated Q&A.

NUTS AND BOLTS OF WILLS (Part 1 of 2; Part 2 is on July 14)
WEDNESDAY, May 26, 2021 — 1:00 to 2:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session followed by moderated Q&A.

INTRO TO INVESTING
WEDNESDAY, June 2, 2021 — 2:00 to 3:30 pm
Certified financial planner Lynn Bennett conducts an information session on risk and return, Investment accounts, asset classes and their taxation. Moderated Q&A.

EXCHANGE TRADED FUNDS vs MUTUAL FUNDS
WEDNESDAY, June 9, 2021 — 2:00 to 3:30 pm
Certified financial planner Lynn Bennett conducts an information session followed by moderated Q&A.

NUTS AND BOLTS OF WILLS (Part 1 of 2)
WEDNESDAY, June 16, 2021 — 1:00 to 2:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session followed by moderated Q&A.

WILLS: Preventing Problems (Part 2 of 2)
WEDNESDAY, July 14, 2021 — 1:00 to 2:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session followed by moderated Q&A.

EATING WELL IN THE SUMMER ON A BUDGET
WEDNESDAY, July 21, 2021 — 2:00 to 3:30 pm
Jennifer Brennan, Food Skills Manager with The Depot Community Food Centre, conducts an interactive information session with recipe sharing. Compare tips and tricks for making the most of seasonal produce and for coping with the heat of summer.
In partnership with the Regional Association of West Quebecers.

UNDERSTANDING YOUR INVESTMENT PORTFOLIO
WEDNESDAY, August 4, 2021 — 2:00 to 3:30 pm
Certified financial planner Lynn Bennett conducts an information session on understanding your investment asset allocation and risk profile. Moderated Q&A.

LATER-LIFE PLANNING: Nuts and Bolts of Wills, Powers of Attorney and Mandates of Protection
WEDNESDAY, August 11, 2021 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session followed by moderated Q&A.

POWERS OF ATTORNEY and MANDATES OF PROTECTION: Preventing Problems and Financial Exploitation
WEDNESDAY, September 1, 2021 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session. Moderated Q&A.

PROGRAMS and SERVICES for SENIORS – SERVICE CANADA
WEDNESDAY, September 22, 2021 — 2:00 to 3:30 pm
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. Moderated Q&A.

FRAUD AWARENESS FOR SENIORS
TUESDAY, September 28, 2021 — 2:00 to 3:30 pm
Carol Gilmour of the Canadian Anti-Fraud Centre discusses current scams and offers strategies to avoid becoming a victim. Followed by Q&A and discussion.

REGISTERED RETIREMENT INCOME FUNDS (RRIFS): What Your RRSPs Will Become
WEDNESDAY, September 29, 2021 — 2:00 to 3:30 pm
Certified financial planner Lynn Bennett conducts an information session with moderated Q&A.

LATER-LIFE PLANNING: WILLS and More
WEDNESDAY, October 6, 2021 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session. Moderated Q&A.

CHARITY SCAMS
WEDNESDAY, October 13, 2021 — 2:00 to 3:30 pm
Carol Gilmour of the Canadian Anti-Fraud Centre presents information about fraudsters impersonating charitable fundraisers and gives advice to avoid being swindled. Followed by Q&A and discussion.

RRSPs vs TFSAs
WEDNESDAY, October 20, 2021 — 2:00 to 3:30 pm
Certified financial planner Lynn Bennett compares and contrasts two key tax-sheltered options for building your savings: Registered Retirement Savings Plans and Tax-free Savings Accounts. Moderated Q&A.

PREVENTION OF FINANCIAL EXPLOITATION
WEDNESDAY, November 3, 2021 — 2:30 to 4:00 pm
Lawyer Ann Soden conducts an information session. Moderated Q&A.

FINANCIAL LITERACY BASICS
WEDNESDAY, November 17, 2021 — 2:00 to 3:30 pm
Certified financial planner Lynn Bennett gives an overview of the Financial Literacy Month themes highlighted by the Financial Consumer Agency of Canada. With Q&A.

ELDER ABUSE: By Zoom
WEDNESDAY, December 1, 2021 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session. Moderated Q&A.