Financial Housekeeping Day


February 29, 2020 @ 9:00 am – 3:00 pm
The Gathering Place
20-850 King St W
Oshawa, ON L1J 8N5
Heather Minors
(905)436-2500 ext.2314
Financial Housekeeping Day @ The Gathering Place | Oshawa | Ontario | Canada

Come for the session that interests you, or stay for all of them! We’ve been compiling questions and topics from families and have called in the experts to help us. There will be three topics to learn more about, the day will be scheduled as follows;

9:00 – 9:30          Doors open, coffee, snacks

9:30 – 11:30       Trusts for people of all ages        Linda Smith, a parent and accountant well known for her expertise with housing trusts will share information that includes setting up trusts even for young children if grandparents want to leave some of their estate to them, putting a house in trust, and some types of trusts available to families

11:45 – 12:45     Income Tax        Sue Talmey CPA, CMA, Director of Finance and Administration Durham Family Resources will explain disability tax benefits, why ODSP recipients ought to file tax returns, child tax benefits and other helpful tips for this tax season and those yet to come

1:30 – 3:00 Registered Disability Savings Plan (RDSP) Peter Killam, Financial Security Advisor and Investment Representative will teach the basics including opening an RDSP with only government contributions, when to get started, when to stop paying into it and when to start withdrawals