IDEAS Family Support Group (Burlington) - March
The Joseph Brant Wellness House, Board Room 2160 Itabashi Way, Burlington, ON L7M 5B3
Date: Thursday March 12 2020
Time: 7 to 8:30 pm
Speaker: Dan Matwey, Investment Advisor, Desjardins Financial Security
Financial Planning for Your Loved One
As an investment advisor for Desjardins Financial Security, Dan Matwey has spent over ten years focused on finding financial solutions and putting strategies in place to secure a future for a disabled child and their entire family. As a family member with both a brother and sister who have courageously dealt with schizophrenia since their late teens, he understands the challenges that exist. Join us to learn about setting up a Henson Trust, Registered Disability Savings Plan (RDSPs) and other financial strategies to help your loved one
Download PDF flyer here.