Wills, Trusts, and Estate Planning (BC) Webinar

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 […]

Free

Le CIPH et Le REEI des mesures indispensables !/The DTC and RDSP: Essential Steps French Webinar

Plan Institute est heureux de vous inviter à une conférence portant sur les credits d'impôt pour personnes handicapées (CIPH) ainsi que sur le Régime Enregistré d'Épargne Invalidité (REEI), en partenariat avec Finautonome. Cette session vise à vous guider à travers le processus de demande du crédit d'impôt, tout en soulignant l'importance fondamentale de solliciter le […]

Free

Level 1: Intro to the RDSP 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 […]

Free

Wills, Trusts, and Estate Planning (BC) Webinar

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 […]

Free

Level 2: Advanced RDSP Webinar

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 a basic understanding of the RDSP. It is also recommended […]

Free