WHEN: Macrh 26 at 7pm EST

Creating an RDSP is a critical start but there’s still much more that plan holders need to consider to ensure they are optimizing their plan. Join us on March 26th at 7pm EDT for our FREE webcast, Tips for RDSP Plan Holders. We’ll explore key strategies for plan holders to manage an RDSP effectively and maximize its value over time.

What’s in it for you:

• Insights on how you can receive the maximum amount of government contributions including retroactive grants and bonds
• Important information about the withdrawal process
• Tips and guidance on how an RDSP can integrate with other disability benefits and a longer-term financial plan
• Overview of ongoing Plan Holder responsibilities

Panelists

Christine Albert

Christine Albert is a Certified Financial Planner® at Assante Wealth Management. She has been with Assante Wealth Management for 16 years, and in an advisor role for the last 10 years. Her practice focuses mainly on financial planning for people and families.

Ron Malis

Ron Malis is the founder of Reegan Financial, a Toronto-based firm focused on financial advice and estate planning services for people with disabilities and their families. For more than a decade, Mr. Malis has been helping clients understand relevant aspects of ODSP and the RDSP as they consider financial and estate planning options.

A live Q&A will follow this presentation. Register using the link below – we look forward to having you there!