Disability - Accessing your benefits Registration

ON DEMAND

Duration:60 minutes

Abstract:

Learn all about the eligibility criteria and requirements when it comes to accessing disability benefits.

This event will be available on-demand.
Captioning will be available two weeks after the event.

You will learn:

Criteria for qualifying for benefits
How benefits are applied to an income tax return
How to determine which deductions are of greater benefit to taxpayers
How to claim medical expenses
Registered Disability Savings Plans, including contributions and benefits, preparing for critical events and steps to set up and maintain

SPONSOR This event is made possible by the generous support of Canada Life, our national development sponsor.

For questions, please email us.

This event is eligible for 1 CPD. CPD credits for financial literacy events are determined by the provincial bodies. Please contact your provincial body for eligibility.

If you're already registered for the Disability - Accessing your benefits webcast, click below:

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Speakers

Ann Hebert, CPA, CA

Fund Tax Manager, Fidelity Investments Canada

Ann is a manager in Fidelity Canada’s Fund Tax group. She has spent over 30 years in the asset management industry, having spent 25 years with Invesco Canada after 5 years in public accounting. At Invesco, she held numerous positions in Fund Accounting, Fund Reporting and Tax, and spent 17 years as Assistant Vice-President, Corporate tax. Ann has a passion for sharing financial and tax knowledge with others and has volunteered with CPA Canada’s Financial Literacy program since its inception. Additionally, she is a sports enthusiast and treasurer of the Toronto Triathlon Club.

Amy Lin, CPA, CA

Associate Manager, Canada Life

Amy Lin is an Associate Manager with Canada Life’s Internal Audit team, delivering value added audit and advisory engagements to the company while primarily serving the company’s investments portfolio. Amy began her career at PwC Canada where she provided external audit and assurance services to large investment fund managers and REITs. Additionally, Amy was part of PwC’s Forensic Services practice, with a focus on assisting clients with investigations including employee fraud, procurement fraud, and litigation support.

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