Workshops

The following is a list of recurring and upcoming workshops. If you have an idea for a workshop or event you haven’t seen on our site, please get in touch with us. We are always looking for new ways to support our family networks.

September 21, 2024Planning for the Future
Workshop
Kelowna
October 8th, 2024Estate Planning for Families & Individuals with Diverse AbilitiesKelowna
October 26th, 2024Decorate a PumpkinKelowna
November 7th, 2024Getting Your Benefits and CreditsKelowna
November 23rd, 2024Registered Disability Savings Plan –
Level 3
Kelowna
Trivia Night
Run Through the Vines
Scavenger Hunt
Wills, Trusts, and Estates Workshop
Safe and Secure Book
NOTE: Workshops are in blue, and Events are in pink. Some events are currently online through Zoom. Contact us for more information. Our affiliate, Family Support Institute of BC (FSI), also has a calendar of events supporting families with loved ones with disabilities. You can check it out here>>

Safe and Secure Book

Every family supporting a person with a disability is concerned about the future; “what will happen when we can no longer support our son and daughter?”

Presented with our Families to Families Focus nights, the Safe and Secure Book Club is a workshop that goes through the “7 Steps on the Path to a Good Life” for families with loved ones with disabilities.

We would like all those who are interested in this workshop to be able to attend. If you find the workshop cost-prohibitive, please get in touch with us at info@planokanagan.ca or 250-860-2080, as there are scholarships available.

An experienced facilitator conducts the sessions, including valuable worksheets, refreshments, and snacks.


Registered Disability Savings Plan (RDSP)

We are planning a series of Registered Disability Savings Plan (RDSP) workshops that begin in the fall through to the spring of the following year. These workshops are sponsored by Employment and Social Development Canada. We plan to present in Penticton, Vernon, and Kelowna. We are willing to come to your community within the Okanagan region to present. Please get in touch with us if you would like us to present to your organization.

Denise Martell, a financial advisor with World Financial Group, presents RDSP workshops.

Facing the Future Together

This workshop is about bringing families and caregivers together to discuss and develop a cohesive succession plan of care for loved ones with disabilities. At the end of the workshop, families are presented with a clarity of purpose and responsibility on the next steps in implementing their succession plan. We would encourage all family members or close important people to attend. Families who may not have a successor in mind are welcome to invite someone to support them as they go through the planning process.

An experienced facilitator conducts this full-day workshop, including planning resources, handouts, and a Plan Institute publication.

Wills, Trusts, and Estate Planning

This workshop is about ensuring that your assets are transferred to trusted family and friends to ensure your loved ones are properly cared for in the event of your passing. It will help minimize the costs associated with taxes and probate fees and create a plan in which your wishes are upheld with respect to financial support for your loved ones.

An experienced financial advisor conducts this full-day workshop, including planning resources and valuable handouts.

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