Plan Institute

Découvrir les grands avantages du Régime enregistré d'épargne invalidité (REEI) avec Finautonome/Discover the Key Benefits of the Registered Disability Savings Plan (RDSP) Webinar with Finautonome
2025-04-24 15:00 - 16:15 (America/Vancouver)
Nous vous expliquerons comment Régime enregistré d’épargne invalidité (REEI) fonctionne, et nous en profiterons pour faire quelques simulations des impacts financier. C’est une conférence d’introduction au REEI.

Personal Support Network Facilitation Online Course
2025-04-28 - 2025-06-08
In our Personal Support Network Facilitation course, you will learn how to build personal support networks for people facing social isolation.

Conférence sur le CIPH avec Finautonome/Webinar on the Disability Tax Credit with Finautonome
2025-04-29 16:00 - 17:30
Nous allons vous donner des trucs et astuces pour être admissible à cette porte d’entrée sur plusieurs programmes mesures. Étapes par étapes, nous allons regarder le formulaire T2201.

Future Planning Essentials for People with Disabilities with the Intellectual Disabilities Society (In-Person)
2025-05-08 17:00 - 18:30
Intellectual Disabilities Society (IDS) and Plan Institute have partnered together for this informative seminar to support individuals with disabilities and their families in planning for their future.

Level 1: Intro to the RDSP Webinar
2025-05-14 19:00 - 20:30, 2025-06-05 10:00 - 11:30, 2025-07-10 16:00 - 17:30, 2025-08-13 19:00 - 20:30, 2025-09-11 10:00 - 11:30
The Level 1: Intro to the RDSP webinar covers what an RDSP is, eligibility criteria, how to open an RDSP, and how to apply for the Disability Tax Credit.

Wills, Trusts, and Estate Planning (BC) Webinar
2025-05-22 19:00 - 20:30, 2025-06-12 10:00 - 11:30, 2025-07-17 19:00 - 20:30, 2025-08-14 10:00 - 11:30, 2025-09-18 19:00 - 20:30
This webinar will cover the importance of creating a will, different types of trusts, and other estate planning considerations for a loved one with a disability.

Level 2: Advanced RDSP Webinar
2025-05-27 19:00 - 20:45, 2025-06-11 10:00 - 11:45, 2025-07-23 16:00 - 17:45, 2025-08-20 19:00 - 21:00, 2025-09-17 10:00 - 11:45
The Level 2: Advanced RDSP webinar is for those who have completed Level 1 and want to deepen their understanding and maximize the growth of their RDSP.

Disability Tax Credit webinar
2025-08-07 19:00 - 21:00
The webinar will explain what the Disability Tax Credit (DTC) is and how to make the best use of it, and also includes information about eligibility criteria, application tips, and what happens after you apply.

Personal Support Network Facilitation Online Course
2025-09-22 - 2025-11-02
In this self-paced online course, you will learn how to build personal support networks for people facing social isolation.

Fully ASL Interpreted: Wills, Trusts, and Estate Planning (BC) Webinar
2025-09-25 18:00 - 20:00
This webinar will cover the importance of creating a will, different types of trusts, and other estate planning considerations for a loved one with a disability. This session will be fully ASL interpreted, including the Q&A.

Disability Tax Credit Webinar
2025-10-02 10:00 - 11:45
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.

Level 1: Intro to the RDSP Webinar
2025-10-07 16:00 - 17:30
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.

B.C. “Make a Will Week” Live event: Wills, Trusts, and Tax Consequences
2025-10-08 12:00 - 13:00
Understanding wills, trusts, and related tax consequences when planning for a person with disability’s future can help secure your financial future or the financial future of a loved one with a disability.
Inspired by the provincial “Make a Will Week” that was started in 2021 in British Columbia, this event will feature a presentation and question-and-answer session with experienced Tax and Trust Lawyer, Mudit Jain, in partnership with Westcoast Wills & Estates. Mudit’s passion is tax law and he regularly advises clients on tax matters, estate planning and restructuring companies.
The 25-35 minute presentation will include information on the following topics:

What is considered a legal will in B.C., and how can you or someone you care for create one?
What are the risks of creating a will using an online make-a-will kit, especially when planning for somebody with a disability who is receiving disability benefits?
What is the Registered Disability Savings Plan (RDSP), and how does it function as a type of trust?
What is a Henson Trust?
What does it mean to designate a trust as a Qualified Disability Trust (QDT)?
Tax consequences of estate planning decisions

We will then have 25-35 minutes of a question-and-answer session to help you understand what you need to know for your situation.
To learn more about Mudit and the work he does to support people in B.C., check out the following webpage: https://westcoastwills.com/about/team/mudit-jain/

Level 2: Advanced RDSP Webinar
2025-10-14 16:00 - 17:45
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.

Ask an Expert - DTC and other Disability Tax Supports
2025-10-22 12:00 - 13:30
Join this event for a moderated question and answer period facilitated by experts from Disability Alliance BC (DABC)/Disability Alliance Canada (DAC), BC Aboriginal Network on Disability Society (BCANDS)/Indigenous Disability Canada (IDC), and Plan Institute (PI). This webinar will focus on questions related to the disability tax credit (DTC) and other disability related tax benefits, credits, and considerations for disabled people and their family members.

中文普通话口译 DTC 网络研讨会：2025 年 10 月 25 日星期六（太平洋时间上午 10:00 - 中午 12:00）/ DTC in Mandarin
2025-10-25 10:00 - 12:00
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。

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.

ندوة عبر الإنترنت باللغة العربية حول خطة الادخار المسجّلة لذوي الإعاقة المستوى 1/RDSP L1 in Arabic
2025-10-27 10:00 - 12:00
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.

Ask an Expert - RDSP and other Disability Financial Planning Considerations
2025-10-29 12:00 - 13:30
Join this event for a moderated question and answer period facilitated by three experts from Plan Institute. This webinar will focus on questions related to the Registered Disability Savings Plan (RDSP) and other disability related financial planning considerations for disabled people and their family members, including trusts.
