Plan Institute

Our webinars can give you resources for your disability planning considerations, plus a live Q&A with our specialist. Learn about disability benefits and estate planning with Plan Institute! 🌱

➡️ Register for an upcoming webinar:
🗓️ Canada Disability Benefit on Tuesday, July 14, from 4 to 5:30 pm PT
🗓️ Farsi Interpreted: Disability Tax Credit on Tuesday, July 28, from 5:30 to 7:30 pm PT.
🗓️ ASL Interpreted: Wills, Trusts, and Estate Planning in BC on Thursday, July 30, from 5:30 to 7:30 pm PT.

🔗 Find all our upcoming webinars at planinstitute.ca/events.

News for Canada Disability Benefit (CDB) recipients! 📣

The federal government is introducing important updates to the CDB, effective on September 1, 2026. 🗓️

One change directly addresses the cost for a medical practitioner to complete the Disability Tax Credit Certificate. Recipients of the CDB will be paid an automatic, one-time lump sum of $150 to help cover medical practitioner fees for the DTC. 🌱

Other updates will affect application timelines for people aged 17, spousal tax waivers, the interest on amounts owed during an appeal process, and a new definition of adjusted income.

🔗 Read about the upcoming changes at bit.ly/44OuxaI

Did you miss the first session of our Canada Disability Benefit (CDB) Webinar? It’s time to register for the next one! 👋

We’re hosting another session on Tuesday, July 14, to help you understand and access the CDB. Join us to learn everything you need to know about the CDB application process, from confirming your eligibility to calculating your benefit amount. 💭

Our CDB Webinar will walk you through the process in plain language and give you the space to ask your questions during a live Q&A with our specialist. Whether you’re seeking information for yourself or guiding family members through the process, this webinar will provide clear steps to access the CDB.

🔗 Register for the CDB Webinar at bit.ly/4uaz6GC

Learn about the Disability Tax Credit (DTC) in Mandarin! 💚

Join us for a Mandarin interpreted session of our DTC Webinar on Thursday, June 25, from 5:30 pm to 7:30 pm PT. This is a unique opportunity to understand the DTC with the support of a Mandarin interpreter and our specialist!

🗓️ 中文普通话口译 DTC 网络研讨会：2026年6月25日，星期四（太平洋时间下午5:30-7:30）

If your loved one has a disability or condition that affects their daily life, they may be eligible for the DTC. Learn about the non-refundable tax credit that can help reduce the amount of taxes owed by a person with a disability or someone who supports them.

🔗 Register for free at bit.ly/4uornEY