About
Advisors play a key role in securing the future for people with disabilities. This session will demystify essential financial tools like Registered Disability Savings Plans (RDSPs) and various trusts, showing how they can work together for a comprehensive financial strategy.

We'll start by looking at rollovers from other registered plans into an RDSP. Then, we'll compare three types of trusts, highlighting key features to help you guide clients. Finally, we'll cover payout rules to ensure beneficiaries are supported without jeopardizing their government benefits.

Join us to learn how to build a secure financial future for your clients and their loved ones.

Empire Life's RDSP will be available this Fall.


CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until September 2026.
Presenter
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Peter Wouters
Director, Tax, Retirement & Estate Planning, Empire Life
Peter is an expert in tax, retirement and estate planning. He has provided thousands of workshops and seminars for advisors, MGAs, IIROC firms, professional firms and consumer groups on tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter educates professionals in the needs, expectations and issues of elders. He also conducts workshops for advisors on buying, selling or merging a practice.
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