Player FMアプリでオフラインにしPlayer FMう!
Financial Planning for Children with Disabilities
Manage episode 413573292 series 3043595
Joeita speaks to financial advisor Ron Malis about estate planning and financial management for a child with a disability.
Highlights
- Financial Planning for a Child with a Disability - Opening Remarks (00:00)
- Introducing Ron Malis, Financial Advisor & Founder of Reegan Financials (01:08)
- Getting Started Working with People with Disabilities (02:08)
- When Do Parents Typically Start Planning for their Child’s Future (3:41)
- Specific Considerations for Parents of a Child with a Disability (06:38)
- Impacts of Social Assistance Programs and Setting Up a Trust (08:34)
- All About the Henson Trust & Choosing a Trustee (10:55)
- Impact of Inheritances and other Income on Social Assistance Payments (18:24)
- Eligibility Requirements for a Henson Trust (20:22)
- Estate Planning in a Tax Efficient Way (21:17)
- Benefits of Planning Earlier in Life (24:28)
- Closing Remarks (26:27)
Learn More about Ron Malis & Reegan Financial - https://reeganfinancial.com/about/
About The Pulse
On The Pulse, host Joeita Gupta brings us closer to issues impacting the disability community across Canada.
Joeita Gupta has nurtured a life-long dream to work in radio! She's blind, moved to Toronto in 2004 and got her start in radio at CKLN, 88.1 FM in Toronto. A former co-host of AMI-audio's Live from Studio 5, Joeita also works full-time at a nonprofit in Toronto, specializing in housing/tenant rights.
Find Joeita on X / Twitter: https://twitter.com/JoeitaGupta
The Pulse airs weekly on AMI-audio.
For more information, visit https://www.ami.ca/ThePulse/
About AMI
AMI is a not-for-profit media company that entertains, informs and empowers Canadians who are blind or partially sighted. Operating three broadcast services, AMI-tv and AMI-audio in English and AMI-télé in French, AMI’s vision is to establish and support a voice for Canadians with disabilities, representing their interests, concerns and values through inclusion, representation, accessible media, reflection, representation and portrayal.
Learn more at AMI.ca
Connect on Twitter @AccessibleMedia
On Instagram @accessiblemediainc
On Facebook at @AccessibleMediaInc
On TikTok @accessiblemediainc
Email feedback@ami.ca
310 つのエピソード
Manage episode 413573292 series 3043595
Joeita speaks to financial advisor Ron Malis about estate planning and financial management for a child with a disability.
Highlights
- Financial Planning for a Child with a Disability - Opening Remarks (00:00)
- Introducing Ron Malis, Financial Advisor & Founder of Reegan Financials (01:08)
- Getting Started Working with People with Disabilities (02:08)
- When Do Parents Typically Start Planning for their Child’s Future (3:41)
- Specific Considerations for Parents of a Child with a Disability (06:38)
- Impacts of Social Assistance Programs and Setting Up a Trust (08:34)
- All About the Henson Trust & Choosing a Trustee (10:55)
- Impact of Inheritances and other Income on Social Assistance Payments (18:24)
- Eligibility Requirements for a Henson Trust (20:22)
- Estate Planning in a Tax Efficient Way (21:17)
- Benefits of Planning Earlier in Life (24:28)
- Closing Remarks (26:27)
Learn More about Ron Malis & Reegan Financial - https://reeganfinancial.com/about/
About The Pulse
On The Pulse, host Joeita Gupta brings us closer to issues impacting the disability community across Canada.
Joeita Gupta has nurtured a life-long dream to work in radio! She's blind, moved to Toronto in 2004 and got her start in radio at CKLN, 88.1 FM in Toronto. A former co-host of AMI-audio's Live from Studio 5, Joeita also works full-time at a nonprofit in Toronto, specializing in housing/tenant rights.
Find Joeita on X / Twitter: https://twitter.com/JoeitaGupta
The Pulse airs weekly on AMI-audio.
For more information, visit https://www.ami.ca/ThePulse/
About AMI
AMI is a not-for-profit media company that entertains, informs and empowers Canadians who are blind or partially sighted. Operating three broadcast services, AMI-tv and AMI-audio in English and AMI-télé in French, AMI’s vision is to establish and support a voice for Canadians with disabilities, representing their interests, concerns and values through inclusion, representation, accessible media, reflection, representation and portrayal.
Learn more at AMI.ca
Connect on Twitter @AccessibleMedia
On Instagram @accessiblemediainc
On Facebook at @AccessibleMediaInc
On TikTok @accessiblemediainc
Email feedback@ami.ca
310 つのエピソード
すべてのエピソード
×プレーヤーFMへようこそ!
Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。