Plan Institute

Level 1: Intro to the RDSP Webinar
2024-12-04 10:00 - 11:30, 2024-11-13 19:00 - 20:30, 2024-10-16 10:00 - 11:30, 2024-09-17 19:00 - 20:30, 2024-08-14 10:00 - 11:30, 2024-07-11 19:00 - 20:30, 2024-06-04 10:00 - 11:15, 2024-05-15 19:00 - 20:15 (America/Vancouver)
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
2024-11-21 19:00 - 20:15, 2024-10-24 10:00 - 11:15, 2024-09-19 19:00 - 20:15, 2024-08-15 10:00 - 11:15, 2024-07-18 19:00 - 20:15, 2024-06-06 10:00 - 11:15, 2024-05-16 19:00 - 20:15
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
2024-11-19 19:00 - 20:45, 2024-10-22 10:00 - 11:45, 2024-09-26 19:00 - 20:45, 2024-08-20 10:00 - 11:45, 2024-07-17 19:00 - 20:45, 2024-06-12 10:00 - 11:45, 2024-05-23 19:00 - 20:45
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.

Ask an Expert: The RDSP and Other Disability Financial Planning Considerations
2024-10-30 13:00 - 14:30
As part of RDSP Awareness Month, join this event for a moderated question and answer period on the Registered Disability Saving Plan (RDSP) and other disability related financial planning considerations. credits, and more.

Presented in Partnership with Meta Centre: Information Webinar for Families
2024-10-15 16:00 - 18:00
Please join us for this free webinar on the basics of the Disability Tax Credit (DTC)/T2201 Form from the CRA and the Registered Disability Savings Plan (RDSP). These programs, along with other related benefits of the DTC, can provide significant financial relief for people with disabilities and their caregivers.

Ask an Expert: The DTC and Other Disability Tax Supports
2024-10-09 13:00 - 14:30
As part of RDSP Awareness Month, join this event for a moderated question and answer period on the Disability Tax Credit (DTC) and other disability related tax benefits, credits, and more.

Personal Support Network Facilitation Online Course
2024-10-07 - 2024-11-17, 2024-07-15 - 2024-08-25, 2024-05-20 - 2024-06-30
In our Personal Support Network Facilitation course, you will learn how to build personal support networks for people facing social isolation.

Presented in Partnership with Resolute Legal Disability Lawyers: Disability Claims Answers Show
2024-09-05 10:00 - 11:00
Join us and Resolute Legal Disability Lawyers at the upcoming Disability Claims Answers Show where you’ll learn about some financial planning basics for people with disabilities.

Presented in Partnership with Pathways Serious Mental Illness Society Workshop: Level 2: Advanced RDSP Webinar
2024-07-22 19:00 - 20:30
