On today's episode, Lori and Jon are joined by Estate Planning expert, Geoff White. Geoff is a Lawyer at Geoffrey W. White Law Corporation and Clark Wilson LLP. Together they talked about what are the important things to consider before creating an estate plan to accommodate the needs of a beneficiary with disabilities. They also discussed The pros and cons of an RDSP, what is missed in many estate plans that have a beneficiary with a disability, and so much more insightful information!Click here to find out more about Geoff: https://bcestatelaw.com/our-team/Enjoy! <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

On today's episode, Lori and Jon are joined by Estate Planning expert, Geoff White. Geoff is a Lawyer at Geoffrey W. White Law Corporation and Clark Wilson LLP. Together they talked about what are the important things to consider before creating an estate plan to accommodate the needs of a beneficiary with disabilities. They also discussed The pros and cons of an RDSP, what is missed in many estate plans that have a beneficiary with a disability, and so much more insightful information! Click here to find out more about Geoff: https://bcestatelaw.com/our-team/ Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On today's episode, Lori and Jon are joined by Estate Planning expert, Geoff White. Geoff is a Lawyer at Geoffrey W. White Law Corporation and Clark Wilson LLP. Together they talked about what&nbsp;are the important things to consider before creating an estate plan to accommodate the needs of a beneficiary with disabilities. They also discussed The pros and cons of an RDSP,&nbsp;what is missed in many estate plans that have a beneficiary with a disability, and so much more insightful information!Click here to find out more about Geoff: https://bcestatelaw.com/our-team/Enjoy!&nbsp; Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Estate Planning for Beneficiaries with Disabilities ft. Geoffrey White

Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!&nbsp;Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you! <h6>The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. </h6><h6>&nbsp;</h6><h6>CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO)</h6><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!  Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you! The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities.  CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO) Hosted on Acast. See acast.com/privacy for more information.

Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!&nbsp;Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you! The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. &nbsp;CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO) Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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Estate Planning for Beneficiaries with Disabilities ft. Geoffrey White

Estate Planning for Beneficiaries with Disabilities ft. Geoffrey White

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