Planned Lifetime Advocacy Network

Family Network
2023-09-19 18:30 - 20:00, 2023-07-25 18:30 - 20:00 (America/Vancouver) | Online Via Zoom
The Family Network monthly meetings are a way to connect with other family members to learn, share and have some laughs along the way.
The monthly Zoom meetings are co-hosted by Shelley Nessman and Claire Inkster.
We looking forward to connecting with you to create a yearly calendar that will be tailored to your interests and wishes.
Meetings will be held on Zoom on the 3rd Tuesday of every month (with a break in August for summer holidays) 6:30 to 8:00pm

Please click here for more information or to sign-up for the Family Network

A Night for Not-for-Profit Leaders
2023-09-19 17:00 - 20:00 (America/Vancouver)

Come for Coffee
2023-09-16 15:00 - 16:30 (America/Vancouver)
After almost 3 years of online gatherings, we are so relieved to be able regularly to be together in-person as a PLAN community. We missed each other!
As a network of networks we understand how important it is to be present with one another to share experiences, ideas, and support for each other and are so pleased to be able to return to the tradition of gathering together!
We’d like to invite you to “Come for Coffee!”
All are welcome at this monthly gathering and we hope you will join in for a casual time for conversations and connections.
Please click here to RSVP and let us know that you are coming!

Estate Planning Council of Canada Presentation
2023-09-14 10:00 - 11:00 (America/Vancouver)
Approximately 22% of Canadians live with a disability. This means you will encounter people who have a disability and their families in your practice. Understanding the impact for a beneficiary who has a disability in receiving and holding certain assets is essential to creating sound estate plans.
Join Rebecca and Jill as we explore how disability benefits can integrate with financial, tax, and estate planning strategies to better support families and provide a secure future for their beneficiaries. Learn how and where traditional planning techniques fail for these families and negatively impact benefits and programs on which the beneficiary may already depend.
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Jill Teeple from P4P, and Rebecca Pauls will be sharing a presentation with the Estate Planning Council of Canada.
If you are a professional planner, or want to know more about this work, please connect with us at hello@plan.ca.

Staying Connected Call (Weekly Zoom Call)
2023-09-13 16:00 - 17:00, 2023-09-06 16:00 - 17:00, 2023-08-30 16:00 - 17:00, 2023-08-23 16:00 - 17:00, 2023-08-16 16:00 - 17:00, 2023-08-09 16:00 - 17:00, 2023-08-02 16:00 - 17:00, 2023-07-26 16:00 - 17:00 (America/Vancouver) and 5 more dates
You’re invited to gather with long-time and new friends, learn about current advocacy opportunities, connect with others during fun sharing activities, and exchange ideas.
Please join the conversation, either by video or phone, and visit with other families looking to connect with families like YOU!
Email hello@plan.ca for the link!

PLAN Annual Summer Picnic
2023-08-26 11:00 - 14:00 (America/Vancouver)
For the picnic lunch, we will be serving hamburgers and hot dogs. We kindly ask you to bring a salad, dessert, or any other food dish that you’d like to share with everyone. Don’t worry about beverages as we will have juice, water, coffee, and tea available for refreshments.
Remember to bring your own lawn chairs and picnic blankets to sit on and make yourself comfortable.
During the picnic, there will be plenty of time to relax and catch up with both old and new friends. There will also be music, games, door prizes, and even a 50/50 draw to add to the fun. If you have any questions, specific accessibility requirements, need directions, or assistance with finding a ride, please reach out to your Mentor or email us at hello@plan.ca.
This event is completely free, and you won’t need any tickets to attend. However, if you are able to contribute towards the cost of the picnic, we would sincerely appreciate it. You can make a donation online by clicking here. We will also be accepting donations at the picnic itself. Every contribution is highly valued and will help us make this event even more enjoyable for everyone.
Please RSVP using the button above by August 12, 2023. See you there!

POSTPONED! Come for Coffee (North Shore)
2023-07-22 13:00 - 14:30 (America/Vancouver) | Braithwaite Community Center, 145 W 1 st St, North Vancouver, British Columbia, V7M 1B1, Canada
UPDATE: This event has been postponed!
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After almost 3 years of online gatherings, we are so relieved to be able regularly to be together in-person as a PLAN community. We missed each other!
As a network of networks we understand how important it is to be present with one another to share experiences, ideas, and support for each other and are so pleased to be able to return to the tradition of gathering together!
We’d like to invite you to “Come for Coffee!”
All are welcome at this monthly gathering and we hope you will join in for a casual time for conversations and connections.
Please click here to RSVP and let us know that you are coming!

Queen Elizabeth Scholars Summer Institute
2023-07-13 08:00 - 17:00 (America/Vancouver)
Rebecca Pauls will be presenting on Asset Based Community Development at Queens University to the QEScholars visiting from the Congo and Ghana.

Planning and Facilitation Collaborative - Learning Community Session
2023-07-11 08:00 - 17:00 (America/Vancouver)
The Learning Community is a monthly opportunity for Planning & Facilitation Collaborative to come together in a live conversation held via Zoom. This first session will set the direction and tone for our time together as we move forward.
For more information please check out the Planning and Facilitation Collaborative.

Learning Community Conversation
2023-07-10 16:00 - 19:00 (America/Vancouver)
Rebecca and Shelley will be leading a Learning Community Conversation as a part of the Values of Planning and Facilitation as part of the Planning and Facilitation Collaborative.
Please see Planning and Facilitation Collaborative for more information and to sign up.

PLAN Community Connector Meeting
2023-06-27 19:00 (America/Vancouver)

Come for Coffee
2023-06-22 18:30 - 20:30 (America/Vancouver) | Poirier Library, 575 Poirier Street, Coquitlam, British Columbia, V3J 6A9, Canada

Montreal Family Network Meeting
2023-06-22 18:30 (America/Toronto)
The very important topic we will deal with on June 22 is “Sharing your knowledge of your son/daughter/sibling having a disability with others who care for and care about him/her.” Parents and many siblings have an immense amount of knowledge about the family member with a disability, mostly stored in their brains! Everything from the complexities of a medical condition to what is the exact brand and size of runners.

But it is crucial that this knowledge be “externalized”, that is, put into a document or database that can be easily consulted by others who want and need to understand the person with a disability for many different reasons. This leads to better communication, care, safety, security and well-being for the person.

Join us on June 22 to discover time-saving techniques about getting the storehouse of information from your brain into an easy-to-use document. You will receive a comprehensive template to describe everything anyone needs to know about your family member.

A super-practical session not to be missed!

Please connect with us, if you are interested in joining the Montreal Family Network.

PLAN Calgary AGM
2023-06-21 08:00 - 17:00 (America/Vancouver)
Rebecca will be presenting at the PLAN Calgary Annual General Meeting this year.
We are so grateful for our Affiliate Partners and it truly a blessing to learn and work together.
Congratulations to all of the Families at team in at PLAN Calgary.
If you want to get up to speed with all of the amazing things going on, please check out:
https://www.plancalgary.ca/

Family Network
2023-06-20 18:30 - 20:00 (America/Vancouver)

Plan Institute: RDSP Level 2
2023-06-20 10:00 - 12:00 (America/Vancouver)
This Advanced RDSP workshop is for those who already have a RDSP or have already taken level 1 and would like to deepen their knowledge and learn how to maximize growth. This workshop includes more complicated financial information so attendees should already understand RDSP basics and review our glossary of terms before attending this workshop.

Click Here to Register

Please visit the Plan Institute website for more information:
The Registered Disability Savings Plan Webinars

Plan Institute: Wills, Trusts and Estate Planning in BC (Webinar)
2023-06-15 19:00 - 20:30 (America/Vancouver)
Becoming well-informed about wills, trusts and estate planning is necessary to secure the financial future of your loved one with a disability. In this workshop, you will learn how to arrange your estate, prepare a will, and the various ins and outs of setting up a trust specifically for your relative or loved one with a disability. Because laws vary from province to province, this workshop may only be relevant to those within British Columbia. See more info below.
*Please note that all times are listed in Pacific Time.
Upcoming Dates: (Click to register)
Thursday, May 18th, 10 am to 11:15 am
Thursday, June 15th, 7 pm to 8:15 pm

What you’ll learn:

Why and how to write and update a will when there is a family member with a disability
Ways in which to ensure your loved one with a disability is protected when family passes away
The types of trusts available for people with disabilities, including the differences between discretionary and Non-discretionary, Testamentary and Inter-vivos
The various tax rates differences between Trusts, including recent federal changes, and their implications
The roles and responsibilities of Executors and Trustees
Tips for finding the right lawyer for you and your family

Please visit the Plan Institute website for more information and to register:
Wills, Trusts, and Estate Planning (BC) Webinar
