Webinar: Financial & Estate Planning for Families of Individuals with Special Needs

Navigating the financial and estate-planning landscape for a family member with special needs can be complex and overwhelming. From understanding government benefits and the Disability Tax Credit to planning for long-term financial security, families often face decisions that can have a significant impact on both their loved one’s future and their own financial well-being.

Join us for an informative webinar with Geoffrey Zaldin, President of Special Needs Financial and an independent designated Professional Financial Advisor in Ontario specializing in financial and estate planning for individuals with special needs and their families.

During this webinar, Geoffrey will explore key financial and estate-planning considerations, including:

• Registered Disability Savings Plans (RDSPs) and how they can support long-term financial security
• Protecting access to ODSP and other government benefits
• The role and use of Henson Trusts, including considerations for trustees
• Understanding investment and insurance options such as RRSPs, TFSAs, RESPs, segregated funds, and life insurance
• Navigating the Disability Tax Credit application process
• Understanding programs and supports such as ODSP, SSAH, and Home and Community Care Support Services
• The importance of creating a comprehensive financial and estate plan tailored to the individual and their family
• Planning for the future and ensuring that financial decisions support the long-term needs and quality of life of a person with a disability

Whether you are a parent, family member, trustee, caregiver, or professional supporting someone with special needs, this webinar will provide practical information and insights to help you better understand the financial planning landscape and prepare for the future.

About Geoffrey Zaldin

Geoffrey Zaldin is the President of Special Needs Financial and an independent designated Professional Financial Advisor based in Richmond Hill, Ontario. As the father of a 21-year-old daughter with cerebral palsy, Geoffrey brings a unique combination of professional expertise and personal experience to his work. His firsthand understanding of the financial, logistical, and long-term planning challenges faced by families of individuals with special needs allows him to provide thoughtful, comprehensive, and individualized guidance.

Geoffrey works with clients throughout Ontario, specializing in financial and estate planning for individuals with special needs and their families. His approach focuses on helping families navigate today’s financial decisions while building a plan that supports long-term security, stability, and quality of life.

In addition to his work with families, Geoffrey consults on Group Retirement and Health & Welfare plans, providing further expertise in insurance and benefits administration.