Plan Institute

Level 1: Intro to the Registered Disability Savings Plan Webinar
2026-04-02 16:00 - 17:30, 2026-08-06 10:00 - 11:30, 2026-09-29 16:00 - 17:30 (America/Vancouver)
The Level 1: Intro to the RDSP webinar is for those who want to learn what an RDSP is, who qualifies, how to apply for the Disability Tax Credit, and how to open an RDSP. This is best suited to people who want to learn the basics of RDSPs and get general information about the plan. No background knowledge is needed.

Disability Tax Credit Webinar
2026-04-09 19:00 - 21:00
The Disability Tax Credit (DTC) is a non-refundable federal tax credit that can help reduce the amount of taxes owed by a person with a disability or someone who supports them. It is also a gateway benefit that gives access to the Canada Disability Benefit and RDSP. This webinar was created with our partners at Disability Alliance BC (DABC). We will explain what the DTC is and how to make the best use of it, information about eligibility criteria, misconceptions about the DTC, application tips, and what happens after you apply. We will end with a 45 minute Q&A period with a DTC specialist.
Click here to register for the Disability Tax Credit Webinar.

Arabic Interpreted: Disability Tax Credit Webinar
2026-04-14 17:30 - 19:30
(DTC) الائتمان الضريبي لذوي الإعاقة هو ائتمان ضريبي فيدرالي غير قابل للاسترداد يمكن أن يساعد في تخفيف قيمة الضرائب المستحقة على شخص من ذوي الإعاقة أو شخص يدعمه. وهو أيضًا ميزة لبوابة تتيح الوصول إلى (Canada Disability Benefit) استحقاقات الإعاقة الكندية .(RDSP) وخطة الادخار المسجّلة لذوي الإعاقة .DABC تم إنشاء هذه الندوة عبر الإنترنت مع شركائنا في سنشرح ماهية الائتمان الضريبي لذوي الإعاقة وكيفية الاستفادة منه على أفضل وجه، ومعلومات حول معايير الأهلية، والمفاهيم الخاطئة حوله، ونصائح التقدي وما يحدث بعد التقديم. وسنختتم الندوة بطرح أسئلة وأجوبة مدتها مع أخصائي الائتمان الضريبي لذوي الإعاقة

Wills, Trusts, and Estate Planning in BC Webinar
2026-04-16 10:00 - 11:30
Understanding wills, trusts, and estate planning can help secure your financial future or the financial future of a loved one with a disability. This webinar covers topics including considerations when creating a will, tips for protecting your loved ones when family passes, types of trusts, and more.
This workshop may only be relevant to those within British Columbia, as laws vary by province.
Please note that registration is limited to 60 people, therefore early registration is encouraged.
Click here to register for the Wills, Trusts, and Estate Planning in BC Webinar.

Level 2: Advanced Registered Disability Savings Plan Webinar
2026-05-19 16:00 - 18:00, 2026-07-07 19:00 - 21:00, 2026-09-03 10:00 - 12:00
This Advanced RDSP webinar is for people who have an RDSP or have already taken Level 1 and would like to deepen their knowledge of the RDSP and learn how to maximize its growth. This webinar includes more complicated information so attendees should already have attended our RDSP: Level 1 webinar.

Wills, Trusts, and Estate Planning in BC Webinar
2026-05-21 19:00 - 20:30, 2026-06-18 10:00 - 11:30, 2026-08-20 10:00 - 11:30
Understanding wills, trusts, and estate planning can help secure your financial future or the financial future of a loved one with a disability. This webinar covers topics including considerations when creating a will, tips for protecting your loved ones when family passes, types of trusts, and more. This workshop may only be relevant to those within British Columbia, as laws vary by province. Please note that registration is limited to 60 people, therefore early registration is encouraged.

Canada Disability Benefit Webinar
2026-05-28 10:00 - 11:30, 2026-07-14 16:00 - 17:30, 2026-09-17 19:00 - 20:30
The Canada Disability Benefit (CDB) is a federal benefit for low-income working-age people with disabilities. The CDB provides a direct monthly payment of up to $200 and requires Disability Tax Credit approval for eligibility. This webinar breaks down the CDB application process, from confirming your eligibility to calculating your benefit amount. At the end of the webinar, there is a 30-minute question-and-answer period with a CDB specialist.

Mandarin Interpreted: RDSP Level 1 Webinar
2026-06-04 17:30 - 19:30
普通话/简体中文 RDSP 一级网络研讨会：2026年6月4日，星期四（太平洋时间下午5:30-7:30）
一级：介绍RDSP的网络研讨会，适用于任何想要了解 RDSP 基础知识的人，包括什么是 RDSP、谁有资格、如何申请残疾税收抵免以及如何开设 RDSP 账户。不需要事先了解 RDSP的知识。

Disability Tax Credit Webinar
2026-06-11 10:00 - 12:00, 2026-08-11 16:00 - 17:30
The Disability Tax Credit (DTC) is a non-refundable federal tax credit that can help reduce the amount of taxes owed by a person with a disability or someone who supports them. It is also a gateway benefit that gives access to the Canada Disability Benefit and RDSP. This webinar was created with our partners at Disability Alliance BC (DABC). We will explain what the DTC is and how to make the best use of it, information about eligibility criteria, misconceptions about the DTC, application tips, and what happens after you apply. We will end with a 45 minute Q&A period with a DTC specialist.

Mandarin Interpreted: Disability Tax Credit Webinar
2026-06-25 17:30 - 19:30
中文普通话口译 DTC 网络研讨会：2026年6月25日，星期四（太平洋时间下午5:30-7:30）
残障税务抵免 (DTC) 是一项不可退税的联邦抵税政策，可帮助残障人士或其资助者减少应纳税额。符合DTC政策要求的纳税人还可享受加拿大残障福利和注册残障储蓄计划 (RDSP)。 本次网络研讨会是我们与 BC 省残障人士联盟 (DABC) 合作创建的。研讨会将为大家介绍 DTC 以及如何充分利用这项政策、相关资格标准、对 DTC 的误解、申请技巧以及申请流程。研讨会的最后还有 DTC 专家提供为时 45 分钟的问答环节。

Farsi DTC Webinar / ترجمه فارسی و بین زبانی اعتبار مالیاتی معلولین: سه‌شنبه، ۲۸ ژوئیه ۲۰۲۶
2026-07-28 17:30 - 19:30
ترجمه فارسی و بین زبانی اعتبار مالیاتی معلولین: سه‌شنبه، ۲۸ ژوئیه ۲۰۲۶
یک اعتبار (DTC) اعتبار مالیاتی معلولیت مالیاتی فدرال غیرقابل‌استرداد است که می‌تواند مالیات .پرداختی توسط فرد دارای معلولیت یا حامی او را کاهش دهد این اعتبار همچنین دروازه‌ای برای دسترسی به (Canada Disability Benefit) مزایای معلولیت کانادا است (RDSP) و طرح پس‌انداز ثبت‌شده معلولیت .تهیه شده است DABC این وبینار با همکاری ،و چگونگی استفاده بهتر از آن را توضیح داده DTC ما ،و همچنین اطلاعاتی درباره معیارهای واجدشرایط بودن ،باورهای نادرست درباره آن، نکاتی پیرامون درخواست .و آنچه پس از ارسال درخواست رخ می‌دهد را ارائه می‌دهیم پایان می‌یابد DTC ما با پرسش و پاسخ با متخصص

ASL Interpreted: Wills, Trusts, and Estate Planning in BC Webinar
2026-07-30 17:30 - 19:30

ASL Interpreted RDSP Level 1 Webinar
2026-08-13 17:30 - 19:30
Click here to register for the ASL Interpreted Intro to the Registered Disability Savings Plan Webinar.
Join Plan Institute on Wednesday, March 25, 2026, from 10 am to noon PT, for a free beginner webinar on the Registered Disability Savings Plan (RDSP).
This entire event, including the presentation and the 45-minute live Q&A with an RDSP expert, will be interpreted into American Sign Language (ASL).
About the Webinar:
The Level 1: Intro to the RDSP webinar is for those who want to learn what an RDSP is, who qualifies, how to apply for the Disability Tax Credit, and how to open an RDSP. This is best suited to people who want to learn the basics of RDSPs and get general information about the plan. No background knowledge is needed.
In this webinar, you will learn:

What is an RDSP

Who qualifies

How to apply for the Disability Tax Credit,

How to open an RDSP

How to access up to $90,000 in government contributions up until the end of the year the beneficiary turns 49

How to get retroactive government contributions

Reasons to open an RDSP in your 50s

The session is ideal for:

People with disabilities and chronic illnesses

Families of people with disabilities and chronic illnesses

Healthcare practitioners and financial professionals

ندوة عبر الإنترنت باللغة العربية حول خطة الادخار المسجّلة لذوي الإعاقة المستوى 1/RDSP Level 1 in Arabic
2026-08-25 17:30 - 19:30
المستوى 1: مقدّمة إلى ندوة خطة الادخار المسجّلة لذوي الإعاقة عبر الإنترنت مخصصة لأي شخص يرغب في تعلم أساسيات خطة الادخار المسجّلة لذوي الإعاقة، بما في ذلك التعرّف علي خطة الادخار المسجّلة لذوي الإعاقة ، ومن المؤهل للحصول عليها، وكيفية التقدم بطلب للحصول على الخصم الضريبي لذوي الإعاقة، وكيفية فتح حساب (لخطة الادخار المسجّلة لذوي الإعاقة لا يلزم معرفة مسبقة بخطة الادخار المسجّلة لذوي الإعاقة

The Level 1: Intro to the RDSP webinar is for anyone who wants to learn the basics of RDSPs. No prior knowledge of the RDSP is required.

Punjabi Interpreted Disability Tax Credit Webinar / ਪੰਜਾਬੀ ਵਿਆਖਿਆ ਡੀਟੀਸੀ ਵੈਬੀਨਰ ਮੰਗਲਵਾਰ, 15 ਸਤੰਬਰ, 2026 (ਸ਼ਾਮ 5:30-ਸ਼ਾਮ 7:30 ਪੀਟੀ)
2026-09-15 17:30 - 19:30
ਡਿਸਅਬਿਲਿਟੀ ਟੈਕਸ ਕ੍ਰੈਡਿਟ (DTC) ਇੱਕ ਗੈਰ-ਵਾਪਸੀਯੋਗ ਫੈਡਰਲ ਟੈਕਸ ਕ੍ਰੈਡਿਟ ਹੈ ਜੋ ਅਪਾਹਜਤਾ ਵਾਲੇ ਵਿਅਕਤੀ ਜਾਂ ਉਨ੍ਹਾਂ ਦਾ ਸਮਰਥਨ ਕਰਨ ਵਾਲੇ ਕਿਸੇ ਵਿਅਕਤੀ ਦੁਆਰਾ ਬਕਾਇਆ ਟੈਕਸਾਂ ਦੀ ਮਾਤਰਾ ਨੂੰ ਘਟਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰ ਸਕਦਾ ਹੈ। ਇਹ ਇੱਕ ਗੇਟਵੇ ਲਾਭ ਵੀ ਹੈ ਜੋ ਕੈਨੇਡਾ ਡਿਸਅਬਿਲਿਟੀ ਬੈਨੇਫਿਟ ਅਤੇ RDSP ਤੱਕ ਪਹੁੰਚ ਪ੍ਰਦਾਨ ਕਰਦਾ ਹੈ। ਇਹ ਵੈਬਿਨਾਰ ਸਾਡੇ ਭਾਈਵਾਲਾਂ Disability Alliance BC (DABC) ਵਿਖੇ ਸਾਡੇ ਭਾਈਵਾਲਾਂ ਨਾਲ ਬਣਾਇਆ ਗਿਆ ਸੀ। ਅਸੀਂ ਦੱਸਾਂਗੇ ਕਿ DTC ਕੀ ਹੈ, ਯੋਗਤਾ ਮਾਪਦੰਡ, ਗਲਤ ਧਾਰਨਾਵਾਂ, ਅਰਜ਼ੀ ਸੁਝਾਅ, ਅਤੇ ਤੁਹਾਡੇ ਦੁਆਰਾ ਅਰਜ਼ੀ ਦੇਣ ਤੋਂ ਬਾਅਦ ਕੀ ਹੁੰਦਾ ਹੈ। ਅਸੀਂ ਇੱਕ DTC ਮਾਹਰ ਨਾਲ ਇੱਕ ਸਵਾਲ-ਜਵਾਬ ਦੀ ਮਿਆਦ ਦੇ ਨਾਲ ਸਮਾਪਤ ਕਰਾਂਗੇ।

Personal Support Network Facilitation Course
2026-09-28 - 2026-11-08
