2025 Past Events – Financial Literacy

ESTATE PLANNING
THURSDAY, January 23, 2025 — 12:30 to 1:30 pm
Catherine Rahal, Certified Professional Consultant on Aging, gives practical advice for organizing information and documents for those responsible for your affairs following incapacity or death. She will discuss her book If You Love Them Leave Them Lists.

GOVERNMENT PENSIONS and BENEFITS: QPP, OAS, GIS, Allowances
WEDNESDAY, February 5, 2025 — 2:00 to 3:30 pm
Financial educator Lynn Bennett presents helpful information and answers questions.

2024 INCOME TAX: Tax Credits for Seniors
WEDNESDAY, February 19, 2025 — 2:00 to 3:30 pm
Financial educator Lynn Bennett presents helpful information and answers questions.

INCOME TAX PREPARATION
WEDNESDAY, March 12, 2025 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, gives an overview of 2024 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 26, 2025 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, gives an overview of 2024 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.

HOW TO USE UFile TO FILE YOUR INCOME TAX RETURN ONLINE
FRIDAY, March 28, 2025 — 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.

OLD AGE SECURITY and OTHER SERVICE CANADA PROGRAMS
WEDNESDAY, May 21, 2025 — 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. Q&A.

Q&A on PERSONAL FINANCES
WEDNESDAY, June 4, 2025 — 2:00 to 3:30 pm
Financial educator Lynn Bennett briefly outlines issues to consider for personal financial management and then answers questions on budgeting, saving, investing, charitable giving, income tax and more.

HEALTHY EATING ON A BUDGET
WEDNESDAY, July 23, 2025 — 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.

RRIFs and PLANNING FOR LATER LIFE
WEDNESDAY, July 30, 2025 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, discusses financial planning for later life, including converting RRSPs to RRIFs (Registered Retirement Income Funds). Presentation followed by moderated Q&A.

INCOME IN RETIREMENT
WEDNESDAY, August 6, 2025 — 2:00 to 3:30 pm
Lynn Bennett, retired financial planner and financial educator, outlines various types of income earned in retirement and discusses strategies for managing personal finances in later life. Presentation followed by moderated Q&A.

OLD AGE SECURITY and OTHER SERVICE CANADA PROGRAMS
WEDNESDAY, August 13, 2025 — 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. Q&A.

OPTIONS for DEATH ARRANGEMENTS
WEDNESDAY, September 17, 2025 — 2:00 to 3:30 pm
Danny Hum, Counsellor at Mount Royal Cemetery and Funeral Complex, conducts an information session on death arrangements, funerals and memorial services. He will outline options offered by a variety of not-for-profit organizations and businesses and discuss advance planning and prepaid packages. With Q&A.

LATER-LIFE LEGAL ISSUES
WEDNESDAY, October 8, 2025 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros conduct an information session on Wills, Protection Mandates, Powers of Attorney and more. With Q&A.

INVESTING BASICS
WEDNESDAY, October 22, 2025 — 2:00 to 3:30 pm
Financial educator Lynn Bennett discusses the basics of investing: risk and return, asset allocation and diversification. With Q&A.

WILLS and ESTATES in QUEBEC: Preventing Problems
WEDNESDAY, November 5, 2025 — 2:00 to 3:30 pm
Lawyer Ann Soden and notary Anna Kamateros present information and offer advice about how to prevent disputes about Wills and Estates. With Q&A.

TALK MONEY
THURSDAY, November 20, 2025 — 12:30 to 1:30 pm
For Financial Literacy Month in Canada, financial educator Lynn Bennett talks money: how to manage it, stretch it and use it wisely. With Q&A.
Go HERE to see the Financial Consumer Agency of Canada video FLM 2025: Talk Money.