Financial Planning and Disabilities

Program Details

Financial Planning: For a Loved One with a Disability Ensuring that your loved ones are cared for after you pass is a common goal. This is especially relevant where your loved one is a person living with a disability. You want to ensure that throughout your life and beyond, you do everything possible to ensure they have access to the support and care needed to live life on their terms. Join Michael Toogood, CERTIFIED FINANCIAL PLANNER (CFP) with Nolin Toogood IG Private Wealth Management as he discusses financial planning tools designed to empower families and their loved ones to gain confidence for the future. Michael will explain key government programs and tax credits, saving strategies (including Registered Disability Savings Plans), and important estate planning considerations as you plan for your loved one’s financial well-being. FEE: This program is free for patrons. SCHEDULE: Tuesday, May 27 from 10:00 to 11:30 AM LOCATION: IG Wealth Management - Unit 2, 461 Sterling Lyon Parkway ABOUT THE PRESENTER: As a Certified Financial Planner (CFP) professional with Nolin Toogood IG Private Wealth Management, Michael Toogood, B.Comm (Hons.), CLU, CFP® provides personalized detailed financial plans that are grounded in extensive knowledge of investments, tax considerations and estate planning. With a passion for knowledge and people, Michael helps clients achieve their financial goals. Whether you are planning for retirement, are concerned about increasingly complex tax considerations, or are evaluating the best options to share your wealth, Michael strives to ensure that each part of your financial picture is synchronized within your personalized financial plan.