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Financial Advisor Association of Canada

Planning for clients and their loved ones with disabilities can easily become complicated with all of the moving parts, parties involved, and tax and legal factors to consider. We're excited to be offering this session featuring experts from different areas pertaining to planning for the financial wellbeing of people with disabilities, to guide advisors in these conversations. Thank you to our speakers Jacqueline Power from Mackenzie Investments, Mark Armstrong of MBAA Law, and Jill Teeple from Partners for Planning for taking the time to discuss this important topic. See post below from Advocis Chapters for more details and the registration link.

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🌟 Event Alert: Planning for Disabled Clients/Families 🌟 Join Advocis Durham Region for an in-depth exploration of planning options and resources for clients with disabilities or those with family members who have disabilities. 📅 Date: Thursday, June 20th, 2024  🕘 Time: 9:00 AM - 11:30 AM EST  📍 Location: Virtually via Zoom Featuring: 🔹 Jacqueline Power from Mackenzie Investments on the significance of RDSPs in disability planning. 🔹 Mark Armstrong, a lawyer who will explain the benefits of discretionary trusts. 🔹 Jill Teeple from Partners for Planning, discussing trusted resources for income security, poverty reduction, and the creation of personal support networks. Don't miss this opportunity to enhance your knowledge and better support your clients. 🔗 Register Here: https://lnkd.in/gXQeduDb #AdvocisDurhamRegion #DisabilityPlanning #RDSP #DiscretionaryTrusts #IncomeSecurity #SupportNetworks #FinancialPlanning Advocis #AdvocisChapters

Advocis Durham Region: Planning for Disabled Clients/Families

Advocis Durham Region: Planning for Disabled Clients/Families

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