FREE WORKSHOPS

The financial wellness series…
Will take you and your family to a
Better Financial Place

 

FINANCIAL PLANNING 101

Learn the basics of creating wealth and how to manage financial risk.

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DISABILITY TAX CREDIT &
REGISTERED DISABILITY SAVINGS PLANS

Learn how to create a financial nest egg with significant government contribution.

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TAX PLANNING & PREPARATION

Learn about all the tax benefits available to families affected by disabilities and maximize your annual tax return.

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ESTATE PLANNING – THE LEGAL SIDE

Learn how to make sure your family gets to keep what is rightfully theirs.

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This workshop series was recently featured at the 

Wellness Within Disability Conference

in Newmarket and sponsored by the

MS Society, York North Chapter.

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