Parent Information Night – RDSP Planning

Opening an RDSP is the first step on the road to long-term financial security for your loved one. It is arguably the most powerful financial tools available for Canadians with disabilities to secure long-term stability. This workshop explores the plan on a deeper level, offering families insights on everything from eligibility to opening a plan and receiving grants and bonds to using the account in your legacy planning. To register for this event, please contact Nav Khaira at nkhaira@prepprogram.ca.

About the speaker:

Audrey Veltri CFP®, RRC, BBAcc

Audrey is a CERTIFIED FINANCIAL PLANNER® who holds a Bachelor’s degree in Business with a Major in Accounting, the Registered Retirement Consultant designation, and is currently working towards her Trust and Estate Planning Designation.

Audrey leads a full-service wealth advisory practice with IG Wealth Management where she practices empowered and inclusive finance, focusing on empowering women and gender diverse communities to navigate relationship and life transitions and provide guidance to caregivers supporting dependents or aging parents living with a disability or medical challenge.

She fosters this passion through advocacy, education, and allyship working alongside multiple service-sector and not-for-profit organizations with the purpose of educating and increasing access to financial programs and supports designed to advance equity and inclusion.

The event is finished.

Date

Nov 23 2022
Expired!

Time

7:00 pm - 8:00 pm
Category

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