Wed., Mar. 31 | Online

What is financial planning? provided by ABLE2

Available in English only | Disponible en anglais seulement
Registration is Closed
What is financial planning? provided by ABLE2

Time | Heure

Mar. 31, 6:30 p.m. – 8:00 p.m. EDT

About | À propos

ABLE2 is offering a series of virtual workshops to help families create a safe and secure future for a loved one with a disability.

Workshop Description

The current pandemic environment has made many of us, including people with disabilities and their families, more aware of important  issues, one of which is the world of personal finance. It is often  filled with jargon and role titles that are frankly less than clear.   For many of us we plan regularly, we plan where we go, what we do, even  our list of items to purchase at the grocery store.  However, a  financial plan to many can seem daunting or unclear as to what the  anticipated outcome may be and contribute to stress and anxiety.  You will be walked through what exactly a financial plan is, how you can develop one, what problems it can solve for you, and how it should be used.  We will discuss which documents you should have by your side in  advance of sitting down to discuss planning.  What questions should you  ask yourself in order to maximize the experience.  What deliverables should you direct a planner to provide you.  How you should use this document as a measuring stick for everything in your financial life,  from pace to debt repayment, ensuring you have enough money under a  variety of circumstances, what could or should occur in various  scenarios, whether you are maximizing benefits through work, how to  measure the performance of your investments, and whether you are on pace  to support your own personal and family goals.  Our hope is that you  walk away from this session comforted to know that you have a strong  understanding of what financial planning is, and how it can assist you  in measuring, monitoring and achieving your personal and family  objectives.

Who should attend?

Parents and caregivers of a loved one with a disability and professionals in the community.

Workshop Details

Facilitator: Rob Meredith & Hélène Courchesne

Registration: Please register using the link below.  Registered participants will be sent the Zoom link to access the  workshop prior to the workshop.


Registration is Closed