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From time to time, the Waterloo Region Family Network (WRFN) is asked to distribute information on behalf of third parties. WRFN provides general information to self-advocates and families of children with special needs. The information provided on this website is not a recommendation, referral or endorsement of any resource, therapeutic method, or service provider. WRFN is not responsible for any information or services provided by third parties. You are urged to use independent judgment when considering any resource.

 


 

WWDSS Evening Speaker Series: Fall Series: Planning for the Future

RE-SCHEDULED TIMES for Fall Series: Planning for the Future

 

Every one of us, as parents and caregivers, contemplate what the future holds for our loved one with Down syndrome.  Included in those thoughts would be our desire to facilitate as much of a meaningful, fulfilled and safe future as possible for our child.  WWDSS is excited to offer you a series this fall that highlights main topics of future planning! 

These include financial preparedness such as RDSPs, ODSP and the Disability Tax Credit as well as estate planning, which relates to Power of Attorney, Substitute Decision Making and Guardianship.  It is our hope that these workshops will equip and empower you to promote the highest quality of a future life for your family member with Down syndrome.  More detailed information on the content and presenters of each workshop is provided below:

 

DATE:                      Thursday November 17th                           

TIME:                       6 to 8 PM

TOPIC:                     Wills, Henson Trust, Power of Attorney, and Guardianship

                                 This session will address legal topics that all families will want to know regarding how to set up your will, and how to create and incorporate a Henson Trust into your will.  Lisa will also address different types of Power of Attorney and how and when they should be used as well as the topic of guardianship with respect to your adult children with Down syndrome.

SPEAKER:                 Lisa Toner, Lawyer, Partner: Wills, Estates, Trusts, Elder Law; Sorbara, Schumacher, McCann LLP

LOCATION:                 Waterloo Memorial Recreation Complex – Community Pavilion (101 Father David Bauer Drive, Waterloo) Room: Program Room 1

 

 

DATE:                          Wednesday November 30th                   

TIME:                           6 to 8 PM

TOPIC:                         RDSP and Financial Planning

                                    This session will discuss in detail RDSP (Registered Disability Savings Plan) and why this investment vehicle is important for families financial planning future.

SPEAKER:                   Robert P. Young, CFP, CLU, TEP, Certified Financial Planner®- Young Financial Group

                                     Caroline Young, CIM®, Investment and Insurance Advisor - Young Financial Group

                                     Frank Di Pietro, VP of Tax & Estate Planning – Mackenzie Investments

LOCATION:                 Waterloo Memorial Recreation Complex – Community Pavilion (101 Father David Bauer Drive, Waterloo) Room: Program Room 1

 

COST:                        Members $5 each,  Non-Members $10 each

 

Click here to register

Trish Coupal at 12:17 PM
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