Agenda - Wednesday September 20, 2023

7:45 AM Sharp – 8:00 AM

Opening Remarks – Mr. Mike Englert, BA, B.Ed., EPC

8:00 AM – 9:30 AM

9:30 AM - 11:00 AM

"Using Disability Tax Credits (DTC) & the Registered Disability Savings Plan (RDSP) as Part of Your Planning Process" Presented by Peter Curtis CEO, P1 - Sponsored by Disability Tax Results Inc.

Presentation Overview

Peter will be speaking on the eligibility requirements for the Disability Tax Credit, who can qualify, potential refunds, and other credits and benefits. He will discuss the RDSP benefits, grants and bonds, explain government matching, and how to grow your book of business through the RDSP and residual assets.

Peter will address the issue that by working with a Financial Advisor who specializes in the special needs market, the elimination of financial support can be mitigated.

Financial products such as the Registered Disability Savings Plan (RDSP), Segregated Funds, Life Insurance and the Henson Trust are considered ODSP exempt assets and can be used to prevent the loss of financial support.

The disability tax credit (DTC) is an important program for those facing severe and prolonged physical or mental impairment. Some individuals face unique barriers when it comes to completing their application and claiming the credit.

In addition, understanding the benefits of an RDSP offers individuals the ability to provide financial security for those who may be dealing with either a cognitive or physical disability or are caring for a family member with cognitive or physical disabilities.

What will the advisor learn from this presentation?

In this presentation, the advisor will leave with a better understanding of the DTC and how to help parents and others save for the long-term financial security of a person who is eligible for the disability tax credit (DTC).

Financial advisors have a tremendous opportunity to help provide Canadians affected by disability with a secure financial future by introducing the Disability Tax Credit (DTC) and the Registered Disability Savings Plans (RDSPs) into their financial plans to look after present and future needs.

11:00 AM - 12:00 PM