Canada Revenue Agency (CRA) presentations

Hey everyone, CLBC’s August 27th update included information about several presentations being hosted by the Canada Revenue Agency (CRA) for people with disabilities and caregivers:

  • Persons with Disabilities Presentation – September 2 and October 12, 2021 from 1:30PM – 2:30pm PDT  
  • Benefits and Credits for Caregivers Presentation – September 14 and October 5, 2021 from 1:30PM – 2:30pm PDT  
  • Scam Awareness Presentation – September 29 and October 26, 2021 from 1:30 – 2:15pm PDT

There is a full list of upcoming presentations and registration links here.

Free Planning Tool – myBooklet BC

The Family Support Institute (FSI) is holding an information session on February 16th at 6:30 pm about how to use a free online planning tool called myBooklet BC. This tool – myBooklet BC – can be used to store and share a personalized information booklet full of strengths, goals, gifts, and more…consider participating if you want to:

  • learn the basic functions of myBooklet BC
  • learn tips to make using myBooklet BC easier (like formatting information)
  • learn many different ways myBooklet can be used for the individual’s benefit

Plan Institute training – Webinars!

Plan Institute has upcoming training opportunities online in these topics:

  • Personal Support Network Facilitation (online course)
  • Wills, Trusts and Estate Planning (webinar)
  • Registered Disability Savings Plan (webinar)

Plan Institute adds new events and dates to their website, check it out here. You can also sign up for their newsletter! They will notify you of upcoming events.

FREE Fall Webinars about Wills, Trusts & Estate Planning!

Hey everyone, did you know that Plan Institute is currently developing a new Wills, Trusts & Estate Planning webinar?

With the support of Law Foundation of BC, Plan Institute will be offering 4 FREE sessions (see dates below) during the pilot phase of this project.  These free sessions are available to residents of BC living outside of the Lower Mainland.

Fall 2018 Webinar Dates:
September 20th, 2018 | 7pm-8pm
October 18th, 2018 | 10am-11am
November 5th, 2018 | 7pm-8pm
November 19th, 2018 | 10am-11am

To register or to learn more, click here: http://planinstitute.ca/learning-centre/wte-webinar/

Confused about financial and estate planning?  Leave a comment with your biggest questions!