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AutismBC Talks — Building Financial Literacy: Ask an Advisor

April 26 @ 12:00 pm - 1:00 pm

Join us for our AutismBC Talks — Building Financial Literacy: Ask an Advisor to learn effective strategies for building your financial knowledge.

In British Columbia, navigating financial literacy within the context of disability can be a complex and multifaceted process. In addition to navigating the intricacies of applying for Individual Autism Funding and accessing adult CLBC services, it is also important to understand the application process for the Disability Tax Credit (DTC). A wide array of acronyms and systems can often lead to confusion, mistrust, or inaction, such as establishing a Registered Disability Savings Plan (RDSP) or Tax-Free Savings Account (TFSA), setting up a bank account, filing taxes, or engaging in estate planning. This lack of clarity perpetuates financial challenges within the autistic community, contributing to the cycle of poverty.

To support financial literacy for the autistic community, we invited our friends at DC Complete Financial to host a one-hour Q and A session online over Zoom with our community members.

Where: Zoom, live online

Date: Friday, April 26, 2024

Time: 12:00–1:00 pm

Presenter: David Chen, BSc, BA, CFP®, Lead Planner, DC Financial Advisor 

Who:  Autistic individuals, alongside others with disabilities, and their families

Cost: Free!

Register: Please register and complete the survey question form

Questions we may cover:

  • Financial literacy, specific to the disability community;
  • Debit and credit card statements;
  • Understanding an online banking portal;
  • How to view or print a void cheque;
  • Best practices for setting up invoices as a contractor-are you supposed to charge tax, obtain a GST number, etc.;
  • Setting up a banking or understanding business banking for self-employment;
  • Submitting paystubs to the PWD portal;
  • Understanding the claw-back deduction of PWD if you earn more than $16,000 annually.

Please provide your input to help us set the questions. After registering, please complete the survey form to let us know what specific topics you’re interested in and what you prefer not to hear about. This will allow us to target our session better to address the most common membership inquiries.

Complete the Ask an Advisor question survey form: Click here

Registration:

Please register below to reserve your spot for this talk. This is your chance to take charge of your financial future, and we look forward to seeing you there!

 

 

Presenter:

David Chen
BSc, BA, CFP®
Lead Planner

“David started in the industry in 2004 with Pencorp and Sun Life Financial, later choosing to become an independent broker in 2016 in order to be unleashed in searching for the best financial instruments to meet our clients’ needs.
He specializes in working with families who have a disabled member along with anyone who is determined to improve their financial situation but might not know how. His focus is to use ESG investments and financial planning to get higher than market returns for lower risk for our clients.” (Source: DC Complete Financial)

 

 

AutismBC Talks:

AutismBC Talks bring education and awareness to the masses! If you want to hear from an expert, learn something new, or try to better understand autism, you’ll want to start here. Do you have a suggestion about a topic you want to know more about or a speaker that we should connect with? Let us know HERE.

Keep an eye on our Events Page, and become an AutismBC Community Member to receive email notifications and reminders about upcoming information presentations. 

 

Our programs are designed to support, empower, and connect the autism community! 

Not yet an AutismBC Member?

Sign-up for a Membership: Our Membership — AutismBC

For inquiries or more information on this Talk, please contact: [email protected]

Details

Date:
April 26
Time:
12:00 pm - 1:00 pm
Event Category:
Website:
https://autismbc.app.neoncrm.com/np/clients/autismbc/eventRegistration.jsp?event=7227&
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