5 Tools to Help You Plan for a Secure Financial Future

At Plan Institute, one of our main focuses has always been to help people living with disabilities and their families navigate the complex planning and decision-making processes required to secure a strong financial future. Over the past 20 years, we have worked with countless families, community partners and like-minded organizations to develop 5 useful tools to help people with disabilities and those who care for them to plan for the future.

1) The Disability Planning Helpline

Our Disability Planning Helpline allows anyone living in Canada to call our toll-free Helpline anytime for one-on-one disability planning support. Our helpful advisors walk callers through the process of applying for the Disability Tax Credit, setting up a Registered Disability Savings Plan, arranging their wills, planning their estates and much more. Since it’s inception, our Helpline has served more than 6,000 callers and assisted them in planning a secure financial future for themselves and their families. To find out more, please give our Helpline a call anytime (1-844-311-7526)!

2) Workshops, Teleseminars and Webinars

Over the course of our 20-year existence, we have developed a number of educational initiatives designed for individuals, families, and organizations. We continue to expand our offerings and currently host a variety of info-sessions, tele-seminars, and webinars on topics including; Wills, Trusts and Estate Planning, Personal Support Network Facilitation and the Registered Disability Savings Plan. To view our list of offerings, visit www.planinstitute.ca/learning-centre/events/

Please note: we are not currently offering workshops over the summer months. To be added to a waitlist for fall sessions of any of our educational initiatives, please contact info@planinstitute.ca

3) The Registered Disability Savings Plan (RDSP) Tutorial

Our RDSP tutorial is a one-stop-shop for all things RDSP. Whether you’ve never heard of the RDSP before and are looking to gain a basic understanding of what it is, or you already have an RDSP and are looking to gain a deeper understanding of how to maximize its benefits, the RDSP Tutorial has the answers. To date, over 23,000 people have looked to our RDSP Tutorial for information and guidance. To check it out, visit www.rdsp.com/rdsp-tutorial

4) The Registered Disability Savings Plan (RDSP) Calculator

When considering whether the Registered Disability Savings Plan is right for you and/or your family, one of the most common questions people ask is, “what would the potential growth of my RDSP be if I were to open one?” The RDSP Calculator is a tool to help you assess the potential of opening and contributing to an RDSP based on a variety of personal factors. So far, almost 29,000 people have calculated the potential growth of their RDSPs using this Calculator! To try it for yourself, visit www.rdsp.com/calculator.

5) The Future Planning Tool

In partnership with Prosper Canada, Ability Tax and Trust, and Pooran Law, we developed the online Future Planning Tool to help persons with disabilities and those who support them to plan for the future. The Future Planning Tool is intended to promote long-term well-being for Canadians with disabilities by helping them and their families to accomplish their future planning goals, including financial planning, housing, relationships and more. This online tool is designed to simplify complex planning steps to ultimately develop a personalized future plan. To use the tool, visit www.futureplanningtool.ca