Category Archives: Finance

Henson Trusts and Trustee Considerations

Finance, Legal, Presentations / Workshops

Many families are unaware that the Henson Trust was initially conceived by a father trying to protect and plan for his daughter with a disability. Leonard Henson was a true hero whose efforts led to the Henson Trust becoming an important tool that not only safeguards ODSP benefits, but secures great flexibility around estate planning.

Join Partners 4 Planning on January 21st at 7pm for P4P’s FREE webcast, The Henson Trust and Trustee Considerations to learn more about the Henson Trust and other strategies that can help safeguard your family member’s financial future.

Click the link here to register: https://bit.ly/4jcsjZ1

RDSPs a ‘no-brainer’ savings tool for people with disabilities, but awareness lacking

Finance, News

This news article discusses the challenges and financial planning strategies of Hannah Remillard, a 23-year-old recent graphic design graduate with autism. Her story highlights the importance of financial tools like the Registered Disability Savings Plan (RDSP), a Canadian government-backed program designed to help individuals with disabilities save for the future.

Continue reading:
https://www.ctvnews.ca/mobile/business/rdsps-a-no-brainer-savings-tool-for-people-with-disabilities-but-awareness-lacking-1.7162708

💻Intro to RDSP on Sept. 25

Finance, Presentations / Workshops, Virtual

Are you interested in learning more about financial planning opportunities for you or someone you support with a disability?

The RDSP is an important long-term savings tool designed to help you safeguard the future of someone who has a disability.

This webcast, on Sept. 25 at 3:00 pm, will include an overview of the RDSP, potential government contributions, and the latest updates and changes to the RDSP.

Link here to register: https://bit.ly/4dY9gy5

💻P4P Planning Network presents: The Disability Tax Credit💸

Finance

October 29 at 7pm

It can be difficult to begin thinking about financial planning but if you have a disability or support someone with a disability, there is an easy way to get started. One of the first steps in financial planning for a person with a disability is applying for the Disability Tax Credit (DTC). The DTC helps reduce the amount of tax an individual or their caregiver will have to pay and opens the door to other valuable credits and programs, including the Canada Disability Benefit.

For more information & to register: https://www.planningnetwork.ca/events/disability-tax-credit-oct-29