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.

INCOME TAX PREPARATION
WEDNESDAY, March 6, 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.

POWERS of ATTORNEY and PROTECTION MANDATES in QUEBEC
WEDNESDAY, March 13, 2024 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session on Powers of Attorney and Protection Mandates: their purpose and effect, and considerations to be made by the people involved. Presentation followed by moderated Q&A.

HOW TO USE UFile TO FILE YOUR INCOME TAX RETURN ONLINE
FRIDAY, March 22, 2024 — 2:00 to 3:30 pm
Gerry Vittoratos, a representative of UFile, gives an overview of using UFile software to file your income tax return online. Q&A.

INCOME TAX PREPARATION
WEDNESDAY, March 27, 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.

OLD AGE SECURITY and OTHER SERVICE CANADA PROGRAMS
WEDNESDAY, April 17, 2024 — 2:00 to 3:30 pm
Nilaksha Wijayaratnam, Citizen Services Specialist, Service Canada, conducts an information session on Old Age Security (OAS), Guaranteed Income Supplement (GIS), the new Canadian Dental Care Plan and the My Service Canada Account. She will also discuss fraud prevention. Q&A.

RETIREMENT INCOME TAX PLANNING
WEDNESDAY, May 29, 2024 — 2:00 to 3:30 pm
Financial educator Lynn Bennett outlines options for handling income taxes in retirement so that there’s not a big shock at tax return filing time. Q&A.

WILLS and ESTATES in QUEBEC: Preventing Problems
WEDNESDAY, June 12, 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.

LIVING WITHIN YOUR MEANS
WEDNESDAY, July 10, 2024 — 2:00 to 3:30 pm
Financial educator Lynn Bennett leads an interactive session on tips and tricks for budgeting and saving.

HEALTHY EATING ON A BUDGET
WEDNESDAY, July 24, 2024 — 2:00 to 3:30 pm
A representative of The Depot Community Food Centre conducts an interactive information session about healthy eating on a budget, especially for people dining solo or with one other person. They will invite attendees to share tips for planning, shopping and meal preparation.

OLD AGE SECURITY and OTHER SERVICE CANADA PROGRAMS
WEDNESDAY, August 7, 2024 — 2:00 to 3:30 pm
Nilaksha Wijayaratnam, Citizen Services Specialist, Service Canada, conducts an information session on Old Age Security (OAS), Guaranteed Income Supplement (GIS), the new Canadian Dental Care Plan and the My Service Canada Account. She will also discuss fraud prevention. Q&A.

TAKING STOCK OF YOUR FINANCES
WEDNESDAY, September 4, 2024 — 2:00 to 3:30 pm
Financial educator Lynn Bennett discusses financial issues for older adults to consider. Q&A.

AGING IN PLACE and TRANSITION TRENDS
THURSDAY, September 19, 2024 — 12:30 to 1:30 pm.
Matt Del Vecchio discusses the pros and cons of aging at home versus transitioning to a retirement home. He will outline options for public and private home care as well as the process to get into public and private residences. He is a Certified Professional Consultant on Aging and host of the CJAD Radio show Life Unrehearsed. Q&A.

RESOURCES TO SOLVE FINANCIAL CHALLENGES
WEDNESDAY, October 2, 2024 — 2:00 to 3:30 pm
Tina Filion, Partnership & Education Specialist with the Credit Counselling Society (CCS), gives an overview of all the CCS offers – a wealth of information and resources to solve financial challenges. Q&A.

BUDGETING BASICS
WEDNESDAY, October 9, 2024 — 2:00 to 3:30 pm
Tina Filion, Partnership & Education Specialist with the Credit Counselling Society (CCS), presents “Making Cent$ of Money: Budgeting 101” and answers questions.

TFSAs, RRSPs RRIFs and LIFs
*WEDNESDAY, October 30, 2024 — 2:00 to 3:30 pm
*In Person and By Zoom (Hybrid)
Financial educator Lynn Bennett presents helpful information on Tax-Free Savings Accounts (TFSAs), Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs) and Lifetime Income Funds (LIFs). With Q&A and discussion.
For in-person attendance, there’s no registration process. It’s first come, first seated. Adair Auditorium (accessible by elevator).

TALKING MONEY
THURSDAY, November 7, 2024 — 12:30 to 1:30 pm
Financial educator Lynn Bennett gives a talk to mark Financial Literacy Month in Canada.