Free

Multiple Dates

Online - Financial Planning for Parents of Children with Special Needs

Event Information

Share this event

Date and Time

Location

Location

IG Wealth Management

145 King Street West

#suite 2800

Toronto, ON M5H 1J8

Canada

View Map

Event description
I specialize in bringing financial peace of mind to parents of children with special needs, and special needs individuals.

About this Event

Sessions now available over Web-Ex!

I commit my time and expertise to develop a personalized plan for you and your family.

A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.

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

What should I bring?

That entirely depends on what you want to get out of the meeting - if you just have general questions, bring them and your curiousity. If you want a more in-depth look at your overall financial plan, I will work with you during our meeting reviewing your goals and concerns, and then I will draft a personal financial plan for you and your family. If this interests you, bring everything you can put your hands on - investment statements, details of your insurance coverage, benefit statements, details of any pensions, etc.

How can I contact you with any questions?

Please phone me at 416-573-8422 or email keith.richards@ig.ca

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 investments, 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?

Possibly - reach out to me via the phone number or email above and we'll try and find a time that works.

Are you available to meet elsewhere?

Perhaps - 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.

Share with friends

Location

IG Wealth Management

145 King Street West

#suite 2800

Toronto, ON M5H 1J8

Canada

View Map

Save This Event

Event Saved