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Dollars & Sense: Managing Your Financial Future

Dollars + Sense Financial Management Series

About the Event

Regardless of one’s personal situation, actively managing your financial future is important to both maximizing financial opportunities and building a healthy sense of personal security. For many people navigating life after a spinal cord injury or with other physical disabilities, there are several financial considerations that extend beyond the typical financial planning scenario.

This virtual series will provide the information that our community needs to get their financial house in order through expert information and opportunities to ask questions to help guide their decisions and planning. The broad range of series topics – from tax planning to investing – means that there is something for everyone. We hope that you will be part of this virtual knowledge exchange!

For more information or to learn how to get involved, please contact:

Sheila Daniel​, Development Officer South West Ontario
1-877-422-1112 ext 810 |
[email protected]

Workshops

Tax Planning and the Disability Tax Credit

Wednesday, April 20 | 3:00- 4:00 pm
Speaker:
Doug Carroll, JD LLM
Tax & Estate Specialist, AVISO Wealth

Wills and Estate Planning

Monday, April 25 | 12:30-1:30 pm
Speakers:
Percy Pierre, CFP®, CLU, CHS
President, Hudson Wealth

Daniel Carroll, BComm
Financial Planner, Hudson Wealth

RDSP and Investing

Wednesday, April 27 | 6:00-7:00 pm
Speaker:
Steve Badali, CFP®, RIS
Senior Wealth Advisor, Meridian Wealth

THANK YOU TO OUR SPONSORS

SERIES SPONSOR
Meridian Financial
? Ask Us
Not sure how we can help? Looking for answers? Connect with InfoLine:
Call 416-422-5644, ext. 213





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