Registered Disablity Savings Plan - Level 3

Schedule

Sat Nov 23 2024 at 01:00 am to 03:00 am

UTC-08:00

Location

World Financial Group | Kelowna, BC

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Come join us for Level 3 of the Registered Disability Savings Plan workshop - let's dive deeper into maximizing your savings!
About this Event

Registered Disability Savings Plan - Level 3

This event is your chance to dive deeper into the world of Registered Disability Savings Plans (RDSPs). Join PLAN Okanagan and Denise Martell from World Financial Group for an informative session where you'll learn advanced strategies and tips for maximizing the benefits of RDSPs. Are you looking to enhance your knowledge of RDSP? This in-person or via Zoom event is perfect for anyone interested in financial planning for individuals with disabilities. Don't miss out on this opportunity to take your RDSP expertise to the next level!

Questions/Topics we could cover:

- Maintaining your RDSP (captured all the Grants & Bonds now what)

- Transitioning your RDSP (what happens when the holder passes away)

- Withdrawals from your RDSP (when do they start/when can they start)

- What could RDSP withdrawal amounts look like (how much could the

beneficiary receive)

- How long will it last (how long will the beneficiary be able to draw money

out until/ when will the RDSP run out)

- What happens when the beneficiary passes away?

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Where is it happening?

World Financial Group, 1708 Dolphin Avenue, Kelowna, Canada

Event Location & Nearby Stays:

Tickets

CAD 0.00

PLAN Okanagan

Host or Publisher PLAN Okanagan

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