2014 Past Events – Financial Literacy

TUESDAY, January 14, 2014 from 1:30 to 3:30 pm
TUESDAY, January 21, 2014 from 1:30 to 3:30 pm
Two-Part Seminar on RRIFs and Annuities
Facilitated by Brenda Shanahan

WEDNESDAY, January 22, 2014 from 1:00 to 3:00 pm
WEDNESDAY, January 29, 2014 from 1:00 to 3:00 pm
Two-Part Seminar on the Fundamentals of Investing
Facilitated by André Morris and Carlo De Rose

WEDNESDAY, February 12, 2014 from 1:00 to 3:00 pm
Making Taxes Work for You
Facilitated by Brenda Shanahan and Rhonda Schanfield, MBA, CPA, CGA

WEDNESDAY, February 26, 2014 from 1:00 to 4:00 pm
Seminar on Wills and Estate Planning
Facilitated by Lauren Tatner, LL.B., D.E.S.S. Common Law, D.D.N., LL.M.

FRIDAY, March 14, 2014 from 1:00 to 3:00 pm
Housing Options for Seniors
Facilitated by Kate Coulter, BSW and France Caron

WEDNESDAY, March 19, 2014 from 1:00 to 3:00 pm
Making Taxes Work for You
Facilitated by Brenda Shanahan

WEDNESDAY, March 26, 2014 from 1:00 to 3:00 pm
Workshop for Seniors on Online Government Services such as Quebec Pension Plan, retirement income and taxes
Facilitated by Elizabeth Perrin

WEDNESDAY, May 7, 2014 from 1:00 to 3:00 pm
Housing Options for Seniors
Facilitated by Kate Coulter, BSW and France Caron

FRIDAY, May 23, 2014 from 1:00 to 3:00 pm
Seminar on Socially Responsible Investing
Facilitated by André Morris and Carlo De Rose

WEDNESDAY, May 28, 2014 from 1:00 to 3:00 pm
Workshop for Seniors on Online Government Services such as Quebec Pension Plan, retirement income and taxes
Facilitated by Elizabeth Perrin

WEDNESDAY, June 11, 2014 from 1:00 to 3:00 pm
Sharing thoughts about effective Estate Planning for Quebec residents
Facilitated by Michael Litwin, CPA, CA, CFP, TEP and Brenda Shanahan

WEDNESDAY, June 18, 2014 from 1:00 to 3:00 pm
Estate Planning: Advantages of notarial wills and charitable gifts
Facilitated by John Archer and Lauren Tatner, LL.B., D.E.S.S. Common Law, D.D.N., LL.M.

WEDNESDAY, June 25, 2014 from 1:00 to 3:00 pm
The Informed Consumer: Online Research
Facilitated by Elizabeth Perrin

WEDNESDAY, July 9, 2014 from 1:00 to 3:00 pm
Workshop for Seniors on Online Government Services such as Quebec Pension Plan, retirement income and taxes
Facilitated by Elizabeth Perrin

TUESDAY, July 15, 2014 from 1:30 to 3:30 pm
TUESDAY, July 22, 2014 from 1:30 to 3:30 pm
Two-Part Seminar on RRIFs and Annuities
Facilitated by Brenda Shanahan

WEDNESDAY, August 6, 2014 from 1:00 to 3:00 pm
The Informed Consumer: Online Research
Facilitated by Elizabeth Perrin

TUESDAY, August 19, 2014 from 1:30 to 3:30 pm
TUESDAY, August 26, 2014 from 1:30 to 3:30 pm
Two-Part Seminar on RRIFs and Annuities
Facilitated by Brenda Shanahan

THURSDAY, September 4, 2014 from 1:00 to 3:00 pm
For the Atwater Library Lunchtime Series, a talk on Radical Resthomes
With Janet Torge

WEDNESDAY, September 17, 2014 from 1:00 to 3:00 pm
WEDNESDAY, September 24, 2014 from 1:00 to 3:00 pm
Two-Part Seminar on the Fundamentals of Investing
Facilitated by André Morris and Carlo De Rose

TUESDAY, September 23, 2014 from 1:00 to 3:00 pm
Living with Disability: available tax relief and supports
Facilitated by Brenda Shanahan

MONDAY, September 29, 2014 from 1:00 to 3:00 pm
Online Government Services for Seniors
Facilitated by Elizabeth Perrin

WEDNESDAY, October 8, 2014 from 1:00 to 3:00 pm
Seminar on Socially Responsible Investing
Facilitated by André Morris and Carlo De Rose

FRIDAY, October 17, 2014 from 1:00 to 3:00 pm
Online Security and Banking
Facilitated by Elizabeth Perrin

MONDAY, October 20, 2014 from 1:00 to 3:00 pm
Legal Representation: Legal and Ethical Framework and Common Misconceptions
Facilitated by Ann Soden, Ad. E.

WEDNESDAY, October 29, 2014 from 1:00 to 3:00 pm
Funeral Planning
Facilitated by Laurie Cornay

FRIDAY, November 14, 2014 from 1:00 to 3:00 pm
The Informed Consumer: Online Research
Facilitated by Elizabeth Perrin

WEDNESDAY, November 19, 2014 from 1:00 to 3:00 pm
Year-End Tax Planning
With Michael Litwin, CPA, CA, CFP, TEP

THURSDAY, November 20, 2014 from 12:30 to 1:30 pm
For the Atwater Library Lunchtime Series, a talk on Smart Shopping in Montreal
With Sandra Phillips

WEDNESDAY, November 26, 2014 from 1:00 to 3:00 pm
Online Security and Banking
Facilitated by Elizabeth Perrin

Click here to see 2015 offerings.
Click here to see 2013 offerings.