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?
Please note: Zoom link will sent our the day before event by info@planokanagan.ca
