Everyone thinks about money in January - especially those who work with injured and disabled clients and their families trying to make sense of dwindling dollars and cents.

Presented By:

Hudson Wealth and Trust

Daniel Carroll
Senior Partner
Financial Security Specialist
Disability Finance Specialist
Investment Representative               

Daniel is a co-founding partner at Hudson Wealth and Trust Planning Group with over 20 years of experience in financial analysis and planning. Most of these years were spent working directly with the victims of motor vehicle collisions and medical malpractice and their families. He has written several key pieces in the field of disability finance and has given talks at events on topics, including: Financial Management for those who will not return to work; An advisor’s guide to working with disabled clients; Understanding market turbulence and risk; Estate planning for families with a disabled child; Business succession planning; and more. 

Janis Bellman
Certified Financial Planner

Janis is a CERTIFIED FINANCIAL PLANNER® professional who is highly regarded by her peers. She has always applied her belief that comprehensive planning for the whole family is the most successful way to ensure that all areas of finance and risk are covered. She has often been lauded for her compassionate approach to working with clients who have difficult situations and for her ability to find innovative solutions to challenging problems, particularly for clients with disabilities. Along with her experience in providing financial advice to the injured, Janis has experience in financial counselling in matters involving divorce; regrettably, two areas that often intersect. 

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TBI REPORT CARD 
COMMUNITY PROVIDERS SURVEY

Deadline is January 31, 2024

Dear ORA members and other providers of brain injury rehabilitation in non-OHIP funded sectors (e.g., auto insurance, WSIB, extended health, private pay, etc.),  We are reaching out to you today on behalf of the...

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ENHANCING CAREGIVER SUPPORT PROJECT

Are you an ethnic minority caregiver for a loved one with a brain injury? Your unique experiences can help strengthen caregiver support programs. The Brain Injury Association of Peel and Halton (BIAPH) is conducting a project to better understand...

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