In these interactive, one-on-one (or bring your spouse as well) sessions, I will answer any questions you may have on financial planning for special needs children, including but not limited to

• Registered Disability Savings Plans - RDSPs

• Wills and estate planning including Henson Trusts

• RESP planning and considerations for special needs children

• The Disability Tax Credit

FAQs

How can I contact the organizer with any questions?

Please phone me at 416-573-8422 or email [email protected]

I already work with a financial advisor. Is that OK?

Absolutely - I'm glad you've got someone to help. I'm just an additional resource who specializes in this particular field.

I also have questions about topics not related to the topics listed. Is that OK?

Certainly - any topic related to your personal financial planning, including insurance and mortgages, can be addressed. They are all part of the big picture. If you let me know beforehand what you would like to discuss, I can have the appropriate expert from my office there.

I'm not available to meet during one of the scheduled times. Can you meet at another time?

Definitely. Reach out to me via the phone number or email above and we'll find a time that works.