Tuesday, March 9, 2010

Financial Planning for the Future


“What Happens to my Loved One When I Die?”This workshop is designed for parents/siblings/caregivers of individuals living with a disability including schizophrenia and other mental illnesses.
Saturday April 10, 2010
9:30 am — 12:30 pm
Christ Church Anglican
4 Elizabeth St. North, Brampton ON
Suggested Donation: $10.00
Please contact Marina Sue-Ping to RSVP, (905) 338-2112 or
msue-ping@schizophrenia.on.ca
PLEASE RSVP ASAP, SPACE IS LIMITED!
There will be a presentation given by an investment advisor and a lawyer followed by a
question period dealing with the following topics: will writing and estate
considerations, basics of RDSP, different types of trusts, and tax free rollover of
RRSP’s and RRIF’s.
This workshop aims to address some of the more complicated concerns related to the above
mentioned topics by having the following individuals on site to field questions from the group:
Robin-Lee Norris, Partner Miller Thomson LLP and
Dan Matwey, Investment Advisor with BMO Nesbitt Burns

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