All Episodes
Introducing The Special Needs Planning Group
Meet our team and discover how The Special Needs Planning Group helps protect your wealth and future with expert financial guidance.
Top 10 Disability Benefits for Ontarians
Discover the top 10 disability benefits available to Ontarians, with practical guidance to help build financial security with confidence.
ODSP Explained
In this episode, we break down ODSP, what it is, who qualifies, and how it fits into financial planning for people with disabilities.
What is the Disability Tax Credit (DTC)
Learn how the Disability Tax Credit works, who qualifies, and how it can put money back in your pocket.
Canada Disability Benefit
Learn about the new Canada Disability Benefit — who it’s for, what we know so far, and how it could complement programs like ODSP and the RDSP.
Registered Disability Savings Program (RDSP)
Explore the Registered Disability Savings Plan, who qualifies, and how it helps you save for the future with government support.
Funding Supports Through DSO and the Passport Program
Explore Developmental Services Ontario (DSO) and the Passport Program — who qualifies, what they offer, and how they fund supports for adults with developmental disabilities.
Wills, Intestacy, and Planning Ahead
We break down wills and intestacy — what happens when there’s no will, why proper planning matters, and how to protect your loved one’s future.
The Role of Guardianship in Protecting Loved Ones
Find out what guardianship means, when it’s needed, and how it helps protect the rights and well-being of a loved one with a disability.
Understanding the Henson Trust
In this episode, we’re diving into Henson Trusts — what they are, who can benefit, and how they help protect the financial future of a loved one with a disability while preserving access to government benefits.
Henson Trust Trustee Responsibilities
We’re continuing our conversation on Henson Trusts — this time focusing on the trustee’s role. Learn what a trustee is responsible for, how they manage the trust, and why choosing the right person matters.
Building a Legacy of Care: Inside the Henson Trust Record Book
Discover how the Henson Trust Record Book supports continuity of care, lifestyle, and effective trust management for loved ones with special needs.
Record Keeping for Caregivers and Trustees
Understand the importance of organized record keeping for caregivers and trustees. Learn what to document, how to stay compliant, and why good records are key to protecting your loved one’s care and financial security.
Demystifying Disability Benefits: ODSP, CPP-D & LTD
Get clarity on Canada’s key disability benefit programs including ODSP, CPP Disability, and Long-Term Disability. Learn who qualifies, how each program works, and how they can work together to support financial security for people with disabilities.