Finances: RDSP and DTC Peterborough

When

Finances: Registered Disability Savings Plan and Disability Tax Credit


10:00 AM to 12:00 PM

Presenters: Bob Vaughan and Glenn Warren

Light refreshments included

The Registered Disability Savings Plan (RDSP) offers generous financial benefits from Revenue Canada and is used to assist Canadians with disabilities to build a strong, secure financial future. Once you are approved with the Disability Tax Credit, you are automatically eligible for the RDSP, if age qualified.

Disability Tax Credits assists individuals or families affected by disabilities with financial benefits. It is a non-refundable tax credit used to reduce a person’s taxable income, thereby offsetting additional expenses associated with a prolonged physical, or mental medical condition or impairment.

Presenter: Bob Vaughan has been in the Financial Service Industry for over 30 years. He presents his free workshops with Sponsorships from the MS Society, York North Chapter and in association with the Canadian Mental Health Association and Communities Care Access Centres. He provides solutions and product education which include savings, investments, insurances and mortgages, as well as Government Disability Tax Credits, Registered Disability Savings Plans and other programs

Presenter: Glenn Warren has 17 years experience in Safety and Disability Management. He entered the Financial Services in 2008 and specializes in assisting individuals with disabilities, as well as tax preparation and consulting. He is also Life Insurance Licensed, allowing Glenn to aid those in need of his expertise so that each individual will receive what is rightfully theirs.

If you have further questions contact Debbie Hunter at: debbie.hunter@mssociety.ca or 1-800-268-7582 x 3343

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