NEWS FROM THE FRONT

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.

Join us virtually on January 25, 1 - 2 pm when Disability Finance Specialists Daniel Carroll and Janis Bellman from Hudson Wealth and Trust will answer some of the trickiest and stickiest FAQs to help you better help your clients.

Which is best - ODSP or CPPD?

What the heck is Direct Funding? 

Is the Passport Program useful for me or my mom? 

I hear it’s really hard for people with ABI to qualify for the Disability Tax Credit; and even if I do, should I open an RDSP? If so, where? How much should I put in there? What if I can’t afford to contribute? I hear there’s a way to have money go in even if I don’t contribute. 

Should I sell my house? Drain my RRSP? What about a litigation loan or a reverse mortgage? I hear the rates on these are terrible! My student loan and credit card debt are crushing me, what can I do? 

FAQs    

Who can attend this webinar?

• Open to any health service provider in Ontario. 
  
  This particular webinar is free to ORA Members. If you are an ORA member or staff of an ORA member company, please sign into your account to register for this event. 
  Need help? Reach out to [email protected].
     

Is this webinar worth any continuing education credits?

• We will provide a certificate of attendance to all attendees that register and attend the webinar, worth 1 to 1.5 hours, depending on the how long the webinar runs.

  However, the ORA is not specifically accredited or approved by any specific professional association or college as a continuing education credits provider.  You may want to reach out to your professional association to see if our webinars could fall under a general category or an elective category for your CE credits.   We have heard from some members that they submit the ORA webinars under this 'general' / 'elective' category.
  
  

Is the webinar being recorded? Will we have access to the recording?

• Yes, the webinar will be recorded. Whether you cannot attend live, or need to leave early, or just like having the recording to reflect on the content at a later time,  the recording link will be shared with all those that paid and registered for the event. 

Our Presenters

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

Janis Bellman
Certified Financial Planner

Hudson Wealth and Trust Planning Group was formed to help people solve complicated financial and tax problems. Our primary focus is to preserve and protect wealth while seeking safe and solid growth to outpace the rising costs of living. Our clients consist of business owners and other high-net-worth professionals, as well as those who have received a sudden increase in assets. They trust us because our financial plans are always unbiased with no hidden fees.

In addition, our proprietary money management process is designed specifically around the needs of lottery winners, professional athletes, and recipients of insurance settlements and large inheritances. We believe that success in wealth management goes beyond market returns, which is why we designed our SUDDEN WEALTH SYSTEM™ suite of money management tools.

While many practitioners in our industry focus solely on the money, we put people at the centre of all our financial plans. We work toward taking the stress and worry out of your financial affairs so that you are free to focus on the things that matter most in life. Let our professionals show you how we can help. Book a no-obligation, free consultation, or click on one of the icons above to learn more.

$0.00 Free Member Event - Live Attendance & Recording

$25.00 Ticket - Live Attendance & Recording - early bird pricing before January 17
$40.00 Ticket - Live Attendance & Recording - regular rate