Listen "Financial Planning for Children with Disabilities"
Episode Synopsis
Joeita speaks to financial advisor Ron Malis about estate planning and financial management for a child with a disability. HighlightsFinancial 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/
Check out the Pulse on YouTube!About AMIAMI is a media company that entertains, informs and empowers Canadians with disabilities through three broadcast services — AMI-tv and AMI-audio in English and AMI-télé in French — and streaming platform AMI+. Our vision is to establish AMI as a leader in the offering of accessible content, providing a voice for Canadians with disabilities through authentic storytelling, representation and positive portrayal. To learn more visit AMI.ca and AMItele.ca.Find more great AMI Original Content on AMI+Learn more at AMI.caConnect with Accessible Media Inc. online:X /Twitter @AccessibleMediaInstagram @AccessibleMediaInc / @AMI-audioFacebook at @AccessibleMediaIncTikTok @AccessibleMediaIncEmail [email protected]
Check out the Pulse on YouTube!About AMIAMI is a media company that entertains, informs and empowers Canadians with disabilities through three broadcast services — AMI-tv and AMI-audio in English and AMI-télé in French — and streaming platform AMI+. Our vision is to establish AMI as a leader in the offering of accessible content, providing a voice for Canadians with disabilities through authentic storytelling, representation and positive portrayal. To learn more visit AMI.ca and AMItele.ca.Find more great AMI Original Content on AMI+Learn more at AMI.caConnect with Accessible Media Inc. online:X /Twitter @AccessibleMediaInstagram @AccessibleMediaInc / @AMI-audioFacebook at @AccessibleMediaIncTikTok @AccessibleMediaIncEmail [email protected]