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Inhalt bereitgestellt von AMI and Accessible Media Inc.. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von AMI and Accessible Media Inc. oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
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Financial Planning for Children with Disabilities

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Manage episode 413573292 series 3043595
Inhalt bereitgestellt von AMI and Accessible Media Inc.. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von AMI and Accessible Media Inc. oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

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

  continue reading

310 Episoden

Artwork
iconTeilen
 
Manage episode 413573292 series 3043595
Inhalt bereitgestellt von AMI and Accessible Media Inc.. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von AMI and Accessible Media Inc. oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

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

  continue reading

310 Episoden

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