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.
DISABILITY TAX CREDIT &
REGISTERED DISABILITY SAVINGS PLANS
Learn how to create a financial nest egg with significant government contribution.
TAX PLANNING & PREPARATION
Learn about all the tax benefits available to families affected by disabilities and maximize your annual tax return.
ESTATE PLANNING – THE LEGAL SIDE
Learn how to make sure your family gets to keep what is rightfully theirs.
This workshop series was recently featured at the
Wellness Within Disability Conference
in Newmarket and sponsored by the
MS Society, York North Chapter.