OKANAGAN LIFETIME NETWORKS ASSOCIATION

### Context Profile for Okanagan Lifetime Networks Association

1. **Organization Mission & Cause**:
   - **Mission**: The Okanagan Lifetime Networks Association (PLAN Okanagan) is dedicated to supporting individuals with disabilities and their families by building secure and connected futures. They aim to empower these individuals through community engagement and resources.
   - **Cause**: The organization focuses on enhancing the quality of life for people with disabilities, ensuring they have access to necessary support, resources, and community connections.

2. **Type of Activities**:
   - **Workshops and Events**: They host workshops such as "Preparing for the Future Together," which focuses on providing information and resources to families.
   - **Community Programs**: PLAN Okanagan runs various community programs aimed at fostering inclusion and support for individuals with disabilities.
   - **Fundraising Campaigns**: They engage in fundraising efforts to support their initiatives and events.

3. **Tone of Voice**:
   - The tone of the website and communications is **friendly, supportive, and inspiring**. The language is accessible and warm, aiming to create a sense of community and encouragement among families and individuals with disabilities.
   - Emojis are used to enhance the friendly tone, making communications feel more personal and engaging.

4. **Emoji Usage**:
   - The organization frequently uses emojis in their communications, particularly in event registrations and thank-you emails. Common emojis include:
     - 🎉 (celebration)
     - 🥳 (celebration)
     - 🍎 (healthy eating)
     - 🥗 (food-related)
     - 😄 (happiness)
   - Emojis are used to convey enthusiasm and positivity, appearing regularly in event-related communications.

5. **Key Facts**:
   - **Founding Info**: Specific founding details are not provided on the website.
   - **Scale**: The organization operates with a total of 12 forms and has sent out 36 email campaigns, indicating active engagement with their community.
   - **Impact Metrics**: While specific metrics are not detailed, the focus on community building and support suggests a commitment to measurable outcomes in the lives of individuals with disabilities.
   - **Volunteer Info**: Information about volunteer opportunities is not explicitly mentioned on the website but may be inferred from community engagement activities.

6. **Writing Guidelines**:
   - **Style**: Use a friendly and approachable tone that reflects the supportive nature of the organization. 
   - **Language**: Keep the language simple and clear, avoiding jargon to ensure accessibility for all audiences.
   - **Engagement**: Incorporate emojis where appropriate to enhance the emotional connection with the audience.
   - **Call to Action**: Use clear and motivating calls to action, encouraging participation in events and support for the organization.

This context profile should guide the creation of personalized and effective content for the Okanagan Lifetime Networks Association, ensuring alignment with their mission and communication style.

In Person Free Admission

The Zoom Link will be sent out shortly before the day. 

Via Zoom Free Admission

<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" id="isPasted" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">Registered Disability Savings Plan - Level&nbsp;2<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;"> <p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">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&#39;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&#39;t miss this opportunity to take your RDSP expertise to the next level!<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;"> <p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">Key Discussions and Insights we could cover:<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">RSSP Calculator<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">Holder responsibilities<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">Transitions with an RDSP account<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">Long Term RSDP considerations<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">Managing Investments<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">RDSP rollovers<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">Other Financial Tools<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">Withdrawals<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">Death of Beneficiary<p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;"> <p fr-original-style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; margin: 0px; line-height: 1.5; box-sizing: inherit;">Please note: Zoom link will sent out the day before the event by info@planokanagan.ca

Hi <span contenteditable="false" data-custom-variable="{{firstname}}" fr-original-class="fr-deletable styled-tag-chip" fr-original-style="" style="background-color: rgb(248, 248, 255); border: 1px solid rgb(191, 191, 255); border-radius: 4px; color: rgb(42, 42, 196); padding: 1px 8px; font-size: 11px; display: inline-block; margin: 0px; overflow-wrap: anywhere; user-select: none; box-sizing: inherit;">First name, Thank you for registering for our Registered Disability Savings Plan Level 2 workshop. Your registration helps us spread the word about this great savings plan. If you would like to contribute further, contact us to become a volunteer or talk to your friends about our cause! PLAN Okanagan<a fr-original-style="" href="mailto:info@planokanagan.ca" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;" target="_blank">info@planokanagan.ca</a> <img src="https://res.cloudinary.com/hxn9dbuhd/image/upload/v1747274665/wysiwyg/owd6tj4zx35qhbfsnqef.jpg" style="width: 600px; display: block; vertical-align: top; margin: 5px auto; text-align: center; position: relative; max-width: 100%; cursor: pointer; padding: 0px 1px; user-select: none; box-sizing: inherit;" fr-original-style="width: 600px; display: block; vertical-align: top; margin: 5px auto; text-align: center;" fr-original-class="fr-draggable">

<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">Registered Disability Savings Plan - Level 2<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%"> <p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">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 this opportunity to take your RDSP expertise to the next level!<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%"> <p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">Key Discussions and Insights we could cover:<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">RSSP Calculator<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">Holder responsibilities<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">Transitions with an RDSP account<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">Long Term RSDP considerations<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">Managing Investments<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">RDSP rollovers<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">Other Financial Tools<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">Withdrawals<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">Death of Beneficiary<p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%"> <p style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;-webkit-text-stroke-width:0px;text-decoration:none;margin:0px;line-height:1.5;box-sizing:inherit;max-width:100%">Please note: Zoom link will sent out the day before the event by info@planokanagan.ca

OKANAGAN LIFETIME NETWORKS ASSOCIATION

Registered Disability Savings Plan Level 2

1708 Dolphin Ave

In Person Free Admission

Free

Via Zoom Free Admission

Free

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