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403-263-8226 301, 10820 24 St SE · Calgary · Alberta · T2Z 4C9



Events

 

Register NOW for our FREE Workshop about Future Planning  - LIMITED SPOTS AVAILABLE


FINAL GROUP THREE  - April - June 2024 - Final spots left - REGISTER NOW!

The wait is over! We are excited to announce our FREE intensive Safe & Secure Workshop at PLAN Calgary!
 
We understand that many families do not have the financial resources to support the future planning process for your loved one with a disability. We are looking for 30 families who identify as low-income and are ready to commit and learn everything you need to know about planning for the future, while creating a natural support network around your loved one.
 
PLAN helps families answer the question: “Who will support your loved one with a disability when you cannot?” We cover five key areas:
 
• Reviewing options to ensure financial stability for the future
• Facilitating connections that foster love and belonging
• Facilitating opportunities to contribute unique gifts in community
• Exploring mechanisms to ensure empowered and respected decision making
• Exploring and supporting decisions around housing
 
We have the opportunity for you to participate in three group learning sessions with guest speakers in their areas of expertise of legal, financial, housing and building a natural support network. You will then have access to a Family & Community Engagement Coordinator during those three months, to help you get your planning started and on the move with support and resources.
 
If you have the desire and commitment to build a safe and secure future for your relative, then this is for you. We want to empower you with information so that you can execute informed decision making and be a strong advocate for your loved one. Our goal is to promote strong family leadership, secure the future, and prevent crisis in our disability community here in YYC.
 
To apply & register, please email membership@plancalgary.ca.
 
***Spots are limited and subject to qualification.
 


Join us for our Information Webinar to learn more about PLAN Calgary


PLAN Calgary is a non-profit organization, whose main objective is to secure the future of people of all abilities by creating a good life now and in the future.  We help parents and guardians plan for tomorrow by building community around people of all abilities.
 
PLAN helps families answer the question: “Who will support your loved one with a disability when you cannot?”  We believe in building a strong community around people of all abilities by supporting them, their families, and caregivers to have peace of mind for the future. 

Join us on TBA, 2024 to learn more about how we support our families in 5 key areas and how you can join an incredible parent-led organization to benefit you, your family and your loved one with a disability.

 

Zoom Session 

TBA, 2024
6PM 

Register Here

***After registering, you will receive a confirmation email containing information about joining the meeting.***

 

Join us for our information webinar to learn more about HENSON TRUSTS for your disabled loved one.

 

The Henson Trust

Join us for an evening of information and discussion about the Henson Trust with Audrey Veltri CFP, RRC, BACC (IG Private Wealth Management) & Christianne Murphy, TEP (Underwood Gilhome Estate Lawyers).

What we will talk about:

Introduction to trusts

What is a trust?

Who are the parties in a trust?

What is an AISH/Henson Trust?

How do you create a trust?

Trust Administration

Costs and Tax obligations

Why are these trusts important?

Other options to a trust?

Case studies - When you might or might not use one.



 

Zoom Session 

May 1st 2024
6PM  - 730pm

Register Here

***After registering, you will receive a confirmation email containing information about joining the meeting.***

 

Wills & Estate Planning for Families with Disabled Loved Ones With Christina Hassan


Join us for an information webinar on May 16th 2024, about Wills and Estate Planning for Families who have loved ones with disabilities. Wills and Estate Planning can be far more complex when you have a child with a disability, make sure you have the correct and current information when planning for the future.

As an Estates Practitioner, Christina Hassan, TEP, from Carbert Waite LLP, assists families in Estate Planning, Estate Administration, Guardianship and Trusteeship Applications, Represented Adult Disputes and Estate Litigation.

https://carbertwaite.com/calgary-lawyers/christina-l-hassan/

 

Zoom Session 

May 16th 2024
6PM  - 730pm

Register Here

***After registering, you will receive a confirmation email containing information about joining the meeting.***