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UID:10000989-1714132800-1714136400@www.autismbc.ca
SUMMARY:AutismBC Talks — Building Financial Literacy: Ask an Advisor
DESCRIPTION:Join us for our AutismBC Talks — Building Financial Literacy: Ask an Advisor to learn effective strategies for building your financial knowledge. \nIn 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. \nTo 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. \nWhere: Zoom\, live online \nDate: Friday\, April 26\, 2024 \nTime: 12:00–1:00 pm \nPresenter: David Chen\, BSc\, BA\, CFP®\, Lead Planner\, DC Financial Advisor  \nWho:  Autistic individuals\, alongside others with disabilities\, and their families \nCost: Free! \nRegister: Please register and complete the survey question form \n\nQuestions we may cover: \n\nFinancial literacy\, specific to the disability community;\nDebit and credit card statements;\nDifferent Investing plans;\nSubmitting paystubs to the PWD portal;\nUnderstanding the claw-back deduction of PWD if you earn more than $16\,000 annually;\nPractical advice on planning for the future.\n\nPlease 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. \nComplete the Ask an Advisor question survey form: Click here.  \nRegistration: \nPlease 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! \n\n  \n  \nPresenter: \n \nDavid Chen\nBSc\, BA\, CFP®\nLead Planner \n“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.\nHe 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) \n  \n  \nAutismBC Talks: \nAutismBC 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. \nKeep an eye on our Events Page\, and become an AutismBC Community Member to receive email notifications and reminders about upcoming information presentations.  \n  \nOur programs are designed to support\, empower\, and connect the autism community!   \nNot yet an AutismBC Member? \nSign-up for a Membership: Our Membership — AutismBC \nFor inquiries or more information on this Talk\, please contact: hello@autismbc.ca
URL:https://www.autismbc.ca/events/autismbc-talks-building-financial-literacy-ask-an-advisor/
CATEGORIES:AutismBC Talks
ATTACH;FMTTYPE=image/jpeg:https://www.autismbc.ca/wp-content/uploads/2024/03/1.jpg
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