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Disability & Estate Planning Annual Webinar


Evening Event: Wednesday, December 6th at 07:00 PM Eastern Time
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Daytime Event: Thursday, December 7th at 12:00 PM Eastern Time
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It’s that time of year again. Bring your questions and tune in as Ken and his team outline important information including recent and upcoming changes regarding special needs & disability estate planning.

TOPICS INCLUDE:

  • ODSP and how it can affect estate planning.
  • Disability & Caregiver tax credits
  • RDSPs and how they can grow to $700,000
  • Wills and Henson Trusts
  • Lifetime Benefit Trusts for RRIFs
  • Guardianships vs. Power of Attorney explained
  • Adult dependent survivor pension planning

During the webinar, Ken often takes questions from participants and offers specific advice so it’s great opportunity to learn from others’ nuanced experiences as well as having your own questions answered.

We hope to see you there!

Do you know of anyone else that might benefit from attending? Please feel free to pass this invitation along to anyone who you think might appreciate this information.

Start today & get involved with us.