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Financial Planning for Children with Disabilities
Manage episode 413573292 series 3043595
Joeita speaks to financial advisor Ron Malis about estate planning and financial management for a child with a disability.
Highlights
- Financial 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/
About The Pulse
On The Pulse, host Joeita Gupta brings us closer to issues impacting the disability community across Canada.
Joeita Gupta has nurtured a life-long dream to work in radio! She's blind, moved to Toronto in 2004 and got her start in radio at CKLN, 88.1 FM in Toronto. A former co-host of AMI-audio's Live from Studio 5, Joeita also works full-time at a nonprofit in Toronto, specializing in housing/tenant rights.
Find Joeita on X / Twitter: https://twitter.com/JoeitaGupta
The Pulse airs weekly on AMI-audio.
For more information, visit https://www.ami.ca/ThePulse/
About AMI
AMI is a not-for-profit media company that entertains, informs and empowers Canadians who are blind or partially sighted. Operating three broadcast services, AMI-tv and AMI-audio in English and AMI-télé in French, AMI’s vision is to establish and support a voice for Canadians with disabilities, representing their interests, concerns and values through inclusion, representation, accessible media, reflection, representation and portrayal.
Learn more at AMI.ca
Connect on Twitter @AccessibleMedia
On Instagram @accessiblemediainc
On Facebook at @AccessibleMediaInc
On TikTok @accessiblemediainc
Email feedback@ami.ca
310 Episoden
Manage episode 413573292 series 3043595
Joeita speaks to financial advisor Ron Malis about estate planning and financial management for a child with a disability.
Highlights
- Financial 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/
About The Pulse
On The Pulse, host Joeita Gupta brings us closer to issues impacting the disability community across Canada.
Joeita Gupta has nurtured a life-long dream to work in radio! She's blind, moved to Toronto in 2004 and got her start in radio at CKLN, 88.1 FM in Toronto. A former co-host of AMI-audio's Live from Studio 5, Joeita also works full-time at a nonprofit in Toronto, specializing in housing/tenant rights.
Find Joeita on X / Twitter: https://twitter.com/JoeitaGupta
The Pulse airs weekly on AMI-audio.
For more information, visit https://www.ami.ca/ThePulse/
About AMI
AMI is a not-for-profit media company that entertains, informs and empowers Canadians who are blind or partially sighted. Operating three broadcast services, AMI-tv and AMI-audio in English and AMI-télé in French, AMI’s vision is to establish and support a voice for Canadians with disabilities, representing their interests, concerns and values through inclusion, representation, accessible media, reflection, representation and portrayal.
Learn more at AMI.ca
Connect on Twitter @AccessibleMedia
On Instagram @accessiblemediainc
On Facebook at @AccessibleMediaInc
On TikTok @accessiblemediainc
Email feedback@ami.ca
310 Episoden
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