ABLE2 Grow Education Series: Safe and Secure (5) – Achieving Financial Security (Wills, Trust & RDSP)

03 Mar, 2021

ABLE2 is offering a series of virtual workshops to help families create a safe and secure future for a loved one with a disability.

The workshops are based on the Safe & Secure book. Each chapter is tackled over seven workshops. Families are recommended to take all seven workshops, however, we know that sometimes this is not possible so we are allowing families to register for each session as it is offered.

It is suggested that all workshop attendees have their own copy of the Safe & Secure book. We have copies of the new edition available for purchase, prior to the workshops, for $20:00. We also have a limited supply of the older version available for $5:00. To purchase a book please contact us at events@able2.org or 613-761-9522 ext. 221.

Achieving Financial Security (Wills, Trusts & RDSP)

This session will provide you with an overview of how to plan for and protect the financial well-being of your family member with a disability both now and in the future. This chapter highlights the key tools at your disposal including will and estate planning, discretionary trusts (Henson Trusts) and the RDSP.

Who should attend?

Immediate family members of a loved one with a disability.

Workshop Details

Facilitator: Rob Meredith

Day & Date: Wednesday, March 3, 2021

Time: 6:30 – 8:00 pm

Cost: $35 per person

Registration: Please register using the link below. Registered participants will be sent the Zoom link to access the workshop prior to the workshop.

Cancellation Policy

ABLE2 Cancels

The registration fee is fully refundable, with proof of payment receipt and the appropriate manager’s approval if ABLE2 cancels the workshop.

Allow 15 business days for the refund to be processed.

Participant Cancels

A registrant withdrawing/cancelling their attendance must do so 10 working days before the workshop starts. A refund will then be issued minus 15% finance and administration fee.

or

A registrant may designate an alternate participant to attend in their place. This change of participant must be communicated to the event organizer prior to the workshop.

If the registrant is unable to find a substitute, they will be given a credit to attend the future session, if available.

If the workshop is not planned for the future or is a one-time workshop:

• A registrant withdrawing/cancelling their attendance must do so 10 working days before workshop starts. A refund will then be issued minus 15% finance and administration fee;

• No refunds will be issued within 9 working days or less from the workshop start date;

• No refunds will be issued for non-attendance at the workshop for any reason;

• Allow 15 business days for the refund to be processed;

Register

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