• Ask an Expert – RDSP and other Disability Financial Planning Considerations

    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.

  • Wills, Trusts & Estate Planning 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 […]

  • 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 […]

  • Wills, Trusts & Estate Planning 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 […]

  • 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 attended our RDSP: Level 1 webinar.