Events

Peer Connections: RDSP and Saving

Thursday, March 30, 2023

A registered disability savings plan (RDSP) is an important savings tool for a person eligible for the Disability Tax Credit. This plan is intended to help people save for their long-term financial security. There are lots of things to learn about the different ways an RDSP can be set up as an investment to maximize return as well as the tax implications of those choices.

Our Speaker:
Doug Carroll is the Tax & Estate Specialist for Aviso Wealth, a wealth management partner to Credit Unions across Canada. He previously ran an estate planning law practice, and was an advanced case consultant with a life insurer and a mutual fund provider. Doug has over 25 years experience and also holds a business degree and a Master of Law specializing in Tax. He is a Certified Financial Planner and a Trust & Estate Practitioner.

Date: Thursday, March 30, 2023

Time: 3:00 – 4:00 pm

Location:
Zoom Meeting. Please register for login information.

For more information:
Click here for our online workshop FAQ or contact

Rick Watters
1-877-422-1112 ext 812
[email protected]

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Events

Peer Connections: RDSP and Saving

Giving is a powerful choice.PEER TO PEER. STRENGTH TO STRENGTH.

Giving is a powerful choice.
PEER TO PEER. STRENGTH TO STRENGTH.