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Workshops & Resources

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November 17th, 2015 Wills, Trusts, and Estate Planning Workshop

November 17 2015 Kelowna Wills Trust Estate Planning Workshop  Please mark your calendar for our upcoming                                         Wills, Trusts, and Estate Planning Workshop presented by Geoffrey White of BC Estate Law.   When:  Tuesday, November 17th, from 7 – 9 PM Where:  PATHWAYS Abilities Society Facility at 123 Franklin Road click here for map  As seating is limited, please RSVP: by email
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Disability Alliance BC (DABC) is thrilled to announce the launch of our new program, Tax AID DABC

Tax AID DABC is a free, confidential provincial program that will assist people with the Persons with Disabilities (PWD) designation or Persons with Persistent and Multiple Barriers (PPMB) designation with basic income tax filings and information/referrals on tax related matters. Our main focus will be on helping chronic late tax filers to catch up on their unfiled taxes. We can…
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RDSP Workshop in Vernon, JUNE 10th from 1-3 pm

Come learn about the Registered Disability Savings Plan (RDSP) in a free session being held next Wednesday, June 10th. The RDSP helps Canadians with disabilities and their families save for the future.  Attached is a poster with the details. Please pass this invitation along to any individuals, families, caregivers, support staff who might be interested.  Pre-registration requested. Date: June 10,…
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Caregivers Network has on going free online workshops…

It’s interesting how the web leads you to different sites providing a wealth of knowledge just at the right time.  As a caregiver (including family members providing caregiving), you might find this to be one of those sites. The Caregivers Network hold regular free webinars each month.   They also archive those webinars so you can “attend” when it might be…
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Staying Strong, Sane & Resilient: Parenting & Special Needs – Jan 8, 2015 Live Video Stream

Join Partners for Planning (Toronto PLAN affiliate) in Staying Strong, Sane & Resilient: Parenting & Special Needs

Location: Online (via live video streaming)

Date/Time: January 8, 2015 at 4:00 p.m. PST (7:00 p.m.EST)  (1:15 hrs)
Cost: Free Staying strong, sane and resilient can be a challenge for any parent but can be especially difficult for parents of children with a…
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Nurturing-Friendships-Relationships Online workshop – NOVEMBER 6th, 2014

Join the PLAN affiliate in Toronto, Partners for Planning Resource Network, for this informative online workshop Location: Online (via live video streaming) Date/Time: Thursday, November 6, 2014 at 4:00 p.m. PST (7:00 p.m. EST) Cost: Free The best chance to have a safe and secure future for a person with a disability is when the person has caring and committed…
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ASK AN EXPERT on the RDSP has been cancelled

Unfortunately we’ve had to cancel “The ASK AN EXPERT on the RDSP” workshop as response has been poor. Trevor Philp ,CIM, Manager of Registered Products and Managed Solutions for BMO Asset Management planned to come to Kelowna in early October to present on this important topic.  We hope that we may be able to convince him to come out next…
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SEPTEMBER 25th – RDSP and WILLS, TRUST, and ESTATE PLANNING INFO SESSION

 Come and join us on September 25th, 2014 and learn more about the Registered Disability Savings Plan and how having a properly executed Will, Trust, and Estate Plan aids in a good life for your loved one with a disability. (And how these products can augment each other) DATE: September 25th, 2014
LOCATION: Okanagan College, Room PE C02, in Sunoka…
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Future Planning Series beginning Fall 2014

PLAN Okanagan will be hosting a series of workshops this fall and early winter based on Al Etmanski’s Safe and Secure book. The Central Okanagan Foundation is funding this series and we thank them for their generous donation to our organization for funding this workshop series. Many people have received this book at one of our other workshops or through…
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RDSP workshop dates for JUNE 2014

PLAN Okanagan will present two Registered Disability Savings Plan workshops in June 2014.  Anyone who is interested is welcome to join these free workshops. We would like to confirm we will be presenting in Penticton on June 12th and in Kelowna on June 16th. Community Living BC has kindly allowed us to use there Penticton office located at 444 Ellis…
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