OKANAGAN LIFETIME NETWORKS ASSOCIATION

LXCL:Unit 410 - 1708 Dolphin Ave, Kelowna

In Person Free Admission

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

Via Zoom Free Admission

Registered Disability Savings Plan &ndash; Level 3Are you curious about how to open an RDSP?Interested in what to do with it next?Or ready to become an RDSP pro from start to finish? At all stages, we are here to learn with you! &nbsp;Join PLAN Okanagan and Denise Martell from World Financial Group for Level 3 of our RDSP Learning Series. Whether you are a caregiver, financial professional, or an individual with an RDSP, this interactive session will give you the tools to plan with confidence and make the most of every contribution. Topics we may explore:<ul fr-original-style="" style="box-sizing: inherit;"><li data-end="206" data-start="131" fr-original-style="" style="box-sizing: inherit;">Real-life examples: Learn from practical RDSP stories and solutions</li><li data-end="286" data-start="207" fr-original-style="" style="box-sizing: inherit;">Making the most of your investments: Easy ways to grow your RDSP wisely</li><li data-end="379" data-start="287" fr-original-style="" style="box-sizing: inherit;">Government programs working together: How RDSP, DTC, and other benefits fit together</li><li data-end="479" data-start="380" fr-original-style="" style="box-sizing: inherit;">Planning for life changes: Tips for big milestones like housing, guardianship, or a new job</li><li data-end="553" data-start="480" fr-original-style="" style="box-sizing: inherit;">Keeping taxes low: Simple ways to avoid paying more than you need</li><li data-end="628" data-start="554" fr-original-style="" style="box-sizing: inherit;">Planning for the future: Passing funds on to family and loved ones</li><li data-end="713" data-start="629" fr-original-style="" style="box-sizing: inherit;">Using other savings tools: How RDSPs work alongside TFSAs, RRSPs, and trusts</li><li data-end="788" data-start="714" fr-original-style="" style="box-sizing: inherit;">Fixing mistakes: What to do if something goes wrong with your RDSP</li></ul>Let&#39;s gain a solid understanding of RDSP basics and explore advanced strategies&nbsp;that will help maximize the long-term impact of RDSPs.<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; width: 100%; 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; width: 100%; line-height: 1.5; box-sizing: inherit;">Please note: If you register for a virtual space, the 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 3 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/v1757703675/wysiwyg/m8lzfwejpj8ck1uch3bp.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">

Registered Disability Savings Plan – Level 3Are you curious about how to open an RDSP?Interested in what to do with it next?Or ready to become an RDSP pro from start to finish? At all stages, we are here to learn with you!  Join PLAN Okanagan and Denise Martell from World Financial Group for Level 3 of our RDSP Learning Series. Whether you are a caregiver, financial professional, or an individual with an RDSP, this interactive session will give you the tools to plan with confidence and make the most of every contribution. Topics we may explore:<ul><li>Real-life examples: Learn from practical RDSP stories and solutions</li><li>Making the most of your investments: Easy ways to grow your RDSP wisely</li><li>Government programs working together: How RDSP, DTC, and other benefits fit together</li><li>Planning for life changes: Tips for big milestones like housing, guardianship, or a new job</li><li>Keeping taxes low: Simple ways to avoid paying more than you need</li><li>Planning for the future: Passing funds on to family and loved ones</li><li>Using other savings tools: How RDSPs work alongside TFSAs, RRSPs, and trusts</li><li>Fixing mistakes: What to do if something goes wrong with your RDSP</li></ul>Let's gain a solid understanding of RDSP basics and explore advanced strategies that will help maximize the long-term impact of RDSPs.<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;width:100%;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;width:100%;line-height:1.5;box-sizing:inherit;max-width:100%">Please note: If you register for a virtual space, the Zoom link will sent out the day before the event by info@planokanagan.ca

OKANAGAN LIFETIME NETWORKS ASSOCIATION

Registered Disability Savings Plan Level 3

1708 Dolphin Ave

In Person Free Admission

Free

Via Zoom Free Admission

Free

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