2016 Past Events – Financial Literacy

Wednesday, January 13, 2016 from 1:00 to 3:00 pm
New Year’s Resolution: Recognizing and ending elder abuse and financial exploitation
Facilitated by Ann Soden, lawyer and elder law specialist

Thursday, January 21, 2016 from 12:30 to 1:30 pm
Housing Choices for Montreal Seniors: “Radical Resthomes: Rewriting Our Last Chapter”
Presented by Janet Torge, founder of Radical Resthomes

Wednesday, February 3, 2016 from 1:00 to 3:00 pm
Planning your RRSP and TFSA contributions as tax time approaches
Facilitated by Financial Advisor Deborah Leahy

Tuesday, February 9, 2016 from 1:00 to 3:00 pm
American Tax Clinic: For Canadians with American real estate and for Americans living in Canada
Facilitated by Michael Litwin

Wednesday, February 24, 2016 from 1:00 to 3:00 pm
Making sure those golden years aren’t broke years: retirement income and protection strategies
Facilitated by John Archer, Investment Advisor, Financial Security Advisor, and well-known Business columnist for the Montreal Gazette. He will speak about government pensions, life annuities, segregated funds, the importance of having a will and mandate, the new minimum payouts for RRIFs and LIFs, investing for higher non-registered income, long term care insurance, tax-advantaged philanthropy planning, and related retirement planning strategies for the retired or nearly retired.

Wednesday, March 2, 2016 from 1:00 to 3:00 pm
Money Matters Unit 1: Budgeting: A Place to Start
Facilitated by  Victoria McKinlay Financial Literacy and Seniors Programs Coordinator

Wednesday, March 9, 2016 from 1:00 to 3:00 pm
Money Matters Unit 2: Banking Basics
Facilitated by Victoria McKinlay Financial Literacy and Seniors Programs Coordinator

Wednesday, March 16, 2016 from 1:00 to 3:00 pm
Money Matters Unit 3: Credit and Borrowing
Facilitated by Victoria McKinlay, Financial Literacy and Seniors Programs Coordinator

Wednesday, March 23, 2016 from 1:00 to 3:00 pm
Your Money Seniors: Cash management as financial needs change
Facilitated by Douglas Rowat, Investment Portfolio Manager

Wednesday, March 30, 2016 from 1:00 to 3:00 pm
Have Your Say!
You are warmly invited to contribute your ideas for future Financial Literacy sessions and to give feedback on the previous year’s offerings.
Coffee and snacks provided.

Wednesday, April 6, 2016 from 1:00 to 3:00 pm
Your Money Seniors: Fraud Prevention
Facilitated by Michel Pelletier, senior executive and former Ombudsman at Laurentian Bank

Tuesday, April 12, 2016 from 1:00 to 3:00 pm
RESPs: Saving for your child/grandchild’s future
Facilitated by Katrina Cherney, McGill doctoral student in Social Work

Wednesday, April 27, 2016 from 1:00 to 3:00 pm
Eat Well, Save More!
Facilitated by Jaimie Yue, Registered Dietitian
Recipes and tips for making healthy nutritious meals that are affordable.

Tuesday, May 24, 2016 from 1:00 to 3:00 pm
Budgeting and Goal Setting
An interactive workshop exploring how to set manageable goals and realistic budgets.
Facilitated by Victoria McKinlay, Financial Literacy and Seniors Programs Coordinator

Wednesday, June 29, 2016 from 1:00 to 3:00 pm
Women and Finances
An interactive workshop looking at the unique concerns and challenges women experience when planning for financial stability.
Facilitated by financial advisor Deborah Leahy

Wednesday, July 27, 2016 from 1:00 to 3:00 pm
Wills and Mandates in Quebec
A presentation and discussion on the importance of wills and mandates, and the difference between the two.
Presented by lawyer and elder law specialist Ann Soden, Ad.E.

Wednesday, August 17, 2016 from 1:00 to 3:00 pm
Online Banking and Security
An interactive hands-on workshop on the basics of online banking and how to maintain digital security. Participants are encouraged to bring their own digital device, e.g. iPad, tablet, smartphone.
Facilitated by experienced Atwater Library instructor Elizabeth Perrin

Thursday, August 25, 2016 from 1:00 to 3:00 pm
How to Choose a Financial Advisor
This presentation will help build participants’ confidence when engaging a financial advisor. We will explore what to be on the lookout for and good questions to ask at an introductory meeting.
Presented by Michel Gariépy from the Autorité des marchés financiers (AMF)

Wednesday, September 7, 2016 from 1:00 to 3:00 pm
Wednesday, September 14, 2016 from 1:00 to 3:00 pm
Investment advisors André Morris and Carlo De Rose
Fundamentals of Investing – Two-Part Seminar
This is an updated version of the popular two-part seminar on the basics of investing. Common terminology is explained and there are good opportunities for discussion.

Wednesday, October 12, 2016 from 1:00 to 3:00 pm
Marie-Claude Giguère
HOUSING OPTIONS FOR SENIORS
Options for supportive/assisted living. How to navigate the system. Q&A.

Wednesday, October 26, 2016 from 1:00 to 3:00 pm
Government of Canada, Service Canada representatives
OLD AGE SECURITY and other Federal Government Benefits
Eligibility criteria and the application process. Q&A.

Wednesday November 30, 2016 from 1:00 pm to 3:00 pm
John Archer, investment and financial security advisor and Montreal Gazette columnist, with his colleague Marco Procopio
RETIREMENT INCOME AND PROTECTION STRATEGIES FOR THE RETIRED OR NEARLY RETIRED
Information and discussion about government pensions, life annuities, segregated funds, the importance of having a will and mandate, minimum payouts for RRIFs and LIFs, investing for higher non-registered income, insurance for long term care, tax-advantaged philanthropy planning, and related retirement planning strategies.