Creating Financial Security: Financial Planning in Support of a Relative with a Disability
Author: Partners for Planning
Topic: Asset building and saving, Consumer protection
Publisher: Partners for Planning
Location: Canada
Format: Guide
Content Type: Tools
Publication Date: April 6, 2021

This handbook covers the following topics:

  • An understanding of why financial planning is important and how to align your financial objectives with your life goals and values.
  • An overview of common financial planning components and tools available to individuals with a disability (including the ODSP, RDSP, DTC, and more).
  • Common financial planning strategies for young, middle-aged and older families.
  • Tips for finding a good financial advisor.
  • Common pitfalls people make when it comes to planning for a loved one with a disability, and how to avoid them.
Get It

You need to login or register to bookmark/favorite this content.

Related Tags