Workshops

The following is a list of recurring and upcoming workshops. If you have an idea for a workshop or event that you haven’t seen on our site feel free to contact us. We are always looking for new ways to support our family networks.

7:00 PMRDSP WorkshopTBD
8:30 AMVirtual Run Through the VinesTBD
6:30 PMFacing the Future Together WorkshopTBD
Wills, Trusts, and Estates WorkshopTBD
Virtual Trivia Night
NOTE: Workshops are indicated in blue and Events are indicated in pink.

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 contact us if you would like us to present to your organization.

RDSP workshops are presented by Denise Martell, who is a financial advisor with World Financial Group and a PLAN Okanagan board member.

Safe and Secure Book Club

Presented over two sessions 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.

The sessions are conducted by an experienced facilitator and include valuable worksheets, refreshments, and snacks.

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.

This full-day workshop is conducted by an experienced facilitator and includes lunch, planning resources, all 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 in assuring that your loved ones are properly cared for in the event of your passing. It will help to minimize the costs associated with taxes and probate fees as well as create a plan in which your wishes are upheld with respect to financial support for your loved ones.

This full-day workshop is conducted by an experienced financial advisor and includes lunch, planning resources, and valuable handouts.