|Financial Planning for Parents of Children with Autism/other Special Needs
October 14, 2019
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
How can I contact the organizer with any questions?
Please phone me at 416-573-8422 or email email@example.com
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.