Estate Planning Presentation
Days
Hours
Minutes
Seconds
Disabled persons / Socially non-sufficient dependents
April 24, 2024 @ 7:00pm
Courtyard by Marriot Burlington
1110 Burloak Dr. Burlington, ON L7L 6P8
Having a dependent that is disabled or socially non-sufficient requires specific estate planning. Coming to terms with certain realities and planning for your dependent when you are no longer here requires careful planning. Our specialized team is here to help you structure all your financial affairs so your love and your ability to care for your dependent lives on beyond you.
Refreshments and appetizers to be served.
Ways to protect social assistance benefits.
The 5 important factors of needs planning.
Preparing a guide for the care of your loved one with special needs.
How to avoid common financial planning mistakes for your special needs dependent.
Transferring your wealth to take care of your loved one while minimizing tax implications.
Richard is an experienced financial professional with 24 years of experience in business. He brings a breath of knowledge and experience in advanced financial planning and lending. More importantly, Richard’s reputation has elevated due to his hard work, trustworthiness and loyalty. Richard and his team are able to adapt to all generations and serve each client above and beyond what they would expect.
Richard and his team specialize in working with business owners, professionals and retirees at a high level, offering a comprehensive financial planning approach. Furthermore, the team works closely with various corporations providing advice and solutions for group plans.
Daniel brings a wide range of industry experience to clients. Before joining IG Wealth Management, Daniel worked in the Insurance and Hedge fund industries. With a Business Administration background from Southern New Hampshire University, Daniel is able to understand and relate business and financial planning at a unique level. Daniel was a National Leader* in 2012 and an Ontario Leader* in 2012 & 2013. In 2015, Daniel was promoted to Division Director and was responsible for training and mentoring other consultants.
In addition to his internal accomplishments, he was recognized in 2016 by Business Link Media Group as a Top 40 Under 40 Award Winner for his excellence in financial planning. In 2018, Daniel joined Richard in partnership to work together and offer the highest level of service, expertise and value to clients.
You’ll also get acquainted with the government rules affecting your finances and how you can get them to work for you and your family in the best way possible. Furthermore, we will discuss the best ways to minimize your penalties, taxes, and fees.
You’ll also get acquainted with the government rules affecting your finances and how you can get them to work for you and your family in the best way possible. Furthermore, we will discuss the best ways to minimize your penalties, taxes, and fees.
Our team has deep experience in working with families that have a loved one who has a special need, regardless if it is physical, mental or social. We emphasize initiatives aimed at fostering independence, self-advocacy, and personal growth for all involved parties so that your wealth can empower and better their lives.
We believe in compassionate, empathetic support to families navigating the complex challenges of a special need’s dependent. We combine financial planning with the emotional and practical considerations that we know are involved in caring for a loved one with a disability or social non-sufficiency.
Governance and education start with identifying what matters to you the most – your values, goals, interests, and needs. Our personalized approach is designed to protect your legacy and help you achieve your family’s long-term objectives.
Facilitation of Family Meetings
Philanthropic & Charitable Giving
Financial Literacy & Legacy Discussions
Professional’s Meetings & Mediation
Next Generation Education & Planning
Coming to terms with certain realities will allow you to plan your financial affairs effectively and with care.
The earlier your start planning, the better prepared you will be.
Sometimes less is more: Planning effectively and minimizing income could avoid social assistance benefits being taken away from your dependent.
Lack of knowledge and action could cost your legacy a lot. Instead, plan for a peaceful future.
All families with a socially non-sufficient or dependent in this country should have a plan & start acting as soon as possible if they wish to start their estate planning for generational wealth for years to come.
Learn from experts,ask all the questions you need, andgo home knowing how to set yourself for success, protect your hard-earned assets and keep the most of your well-deserved income without all the stress and hassle.
Join us for an educational workshop.
There is no charge to attend!
This is a general source of information only, believed to be accurate as of the date of publishing. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. For more information on this topic or any other financial matter, please contact an IG Consultant. Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by the Canada Life Assurance Company. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.
