Events
The RDSP: Level 2 with Audrey Veltri
Join us Tuesday November 12th at 6pm for an opportunity of deeper learning about the RDSP. We will be covering:
Recap the RDSP.
Eligibility
Contribution, Grant, and Bond limits
Making the most of it.
Grant carry-forward calculator
Do you want to minimum fund, maximum fund, or overfund and why?
Redemptions from an RDSP, getting your money out.
Taxation
Assistance holdback and grant repayment obligations
Paying for school or buying a house
Estate considerations what happens if the beneficiary passes away
What happens in cases of shortened life expectancy
Future Scenarios/Case studies
Protecting Government Income Assistance.
AISH
Other income tested benefits
RDSP’s and planning.
RSP/RIF rollovers
RESP rollovers
Estate planning for an RDSP
Other Options.
Trusts
Insured investments
*REGISTRATION IS REQUIRED, please click the link below!*
Register Here
***After registering, you will receive a confirmation email containing information about joining the meeting.***