Learn how to assess eligibility, unlock grants and bonds, optimize RDSP growth, and integrate other government benefits into powerful disability-focused planning for disabled beneficiaries.
Unlock the full potential of the Registered Disability Savings Plan (RDSP) and transform your disability planning knowledge in this overview course!
Whether you're an advisor, advocate, or individual looking to enhance your knowledge of the RDSP, this course will equip you with everything you need to navigate, optimize, and maximize this powerful planning tool.
From eligibility requirements and enrollment basics to insider strategies for tapping into the Canada Disability Savings Grant and Bond programs, you'll gain a solid foundation in RDSP planning. Dive into how RDSPs interact with other benefit programs and uncover planning opportunities tailored to the often unique needs of persons with disabilities.
Packed with real-world insights and practical strategies, this course is your launchpad to confidently guide others—or yourself—toward providing long-term financial security and independence for disabled beneficiaries.
Join us and start turning potential into power—one RDSP at a time.
Michael Naito, CPA, CA, TEP, CFP® spent over a decade in public accounting primarily focused on taxation of Canadian owner-manager clients with a focus on corporate reorganizations, succession planning, and estate planning. Michael now works in the wealth management industry assisting investment advisors with holistic wealth planning services for their clients. Michael is a continuous learner and has a passion for teaching and mentoring others which is reflected in his continued involvement in facilitating the CPA Canada In-Depth Tax Program.
