Planning for people with disabilities | Mackenzie Investments

Planning for people with disabilities

Participants in this course will learn:

What supports are available in Canada for individuals with disabilities. As an advisor, you will learn how to assist them in navigating various government benefits and their impacts on lifestyle and tax planning. You will gain insight into the details and eligibility criteria of various tax relief options for individuals with disabilities and their dependents, including the Federal Disability Tax Credit, Lifetime Disability Assistance Payment, and the Registered Disability Savings Plan (RDSP)

You will also learn strategies for tax and estate planning specific to the needs of individuals with disabilities, including tax-deferred transfers, discretionary (Henson) Trusts and Qualified Disability Trusts.

Credits are issued on a per participant basis. Individual registration is required. To earn CE credits, you must watch the entire webcast, including the Q&A session and take the quiz.

View Continuing Education Center

Please note, only registered participants for the webcast are eligible for Continuing Education (CE) credits (subject to approval).1
1CE Credit Guidelines

  • CE credits are subject to approval from the following associations:
    • The Institute for Advanced Financial Education (IAFE) (formerly Advocis)
    • Investment Industry Regulatory Organization of Canada (IIROC)
    • Financial Planning Standards Council (FPSC)
    • Chambre de la sécurité financière (CSF)
    • Institut québecois de planification financière (IQPF)
    • Alberta Insurance Council (AIC)
  • CE Credits are issued on a per participant basis. Individual registration is required.
  • To earn CE credits, you must watch the entire webcast, including the Q&A session and take the quiz.
  • Pending approval, CE Certificates are automatically emailed to you, and may take up to 60 days.

This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.

FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with rules for investor sales communications. Mackenzie disclaims any responsibility for any advisor sharing this with investors.