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Financial Planning for a Loved One 

Location:
 Online (via live video streaming)
Date/Time: Wednesday, August 13 at 7pm
Cost: Free


With the introduction of the Registered Disability Savings Plan (RDSP), individuals living with disabilities and their families must be much more strategic with financial planning. It's likely that individuals who qualify for the RDSP - and are able to maximize their grants and bonds - will have assets valued in the hundreds of thousands of dollars in the future.

This seminar provides an overview of financial planning strategies that will help families plan for the financial future of a loved one with a disability.

Who should attend?

Families who are looking to plan for and protect the financial well-being of their relative with a disability - both now and in the future.

What you'll get out of attending:

  • Key strategies that will help you create a legacy for your relative with a disability;
  • An understanding of the financial tools that can be utilized throughout your loved one's life; 
  • An appreciation of the benefits of beginning financial planning early; and
  • An opportunity to connect with other families and an experienced financial planner knowledgeable of disability issues.

About the speaker:

Ron Malis is an associate broker with Independent Financial Concepts Group. In his financial advising practice, Ron maintains a specialized focus on serving individuals with disabilities and their supporting family members. His understanding of the complexities of government benefits, the Registered Disability Savings Plan, federal tax opportunities, investment strategies and estate planning has helped families implement plans that safeguard both their financial security and overall well-being.

Additional details:

Financial Planning for a Loved One is one seminar of a six-part series delivered by Partners for Planning, that's focused on creating a safe and secure future for your relative who may be vulnerable or isolated. Feel free to register for just this one seminar, several of the seminars or the complete series.