Free

Multiple Dates

Financial Planning for Parents of Children with Autism/other Special Needs

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Location

Location

IG Wealth Management

145 King Street West

Suite 2800

Toronto, Ontario M5H1J8

Canada

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Event description

Description

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 keith.richards@igprivatewealth.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 your big picture.

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.

It's difficult for me to get downtown. Are you available to meet elsewhere?

It's possible - depending on my schedule, I may be able to meet with you at another IG Wealth Management location in the GTA. Contact me at the phone number or email above and we'll look into options.

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Location

IG Wealth Management

145 King Street West

Suite 2800

Toronto, Ontario M5H1J8

Canada

View Map

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