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JANUARY 2021 Making Investment Decisions with Support: JANUARY 2021 Making Investment Decisions with Support:

JANUARY 2021 Making Investment Decisions with Support: - PowerPoint Presentation

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Uploaded On 2023-07-22

JANUARY 2021 Making Investment Decisions with Support: - PPT Presentation

Rights and Strategies CANADIAN CENTRE FOR ELDER LAW Presentation developed by the Who I am Who you are Introductions About the Canadian Centre for Elder Law CCEL Legal Research Law Reform ID: 1009874

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1. JANUARY 2021Making Investment Decisions with Support: Rights and StrategiesCANADIAN CENTRE FOR ELDER LAWPresentation developed by the

2. Who I am Who you areIntroductions

3. About the Canadian Centre for Elder Law (CCEL) Legal Research Law ReformLegal EducationOutreachPart of the BC Law Institute, BC’s law reform agencywww.bcli.org/ccel

4. About Inclusive InvestingHow do people living with a disability make investment decisions with support?Who provides support?People we spoke to?Experiences from BC and Ontario

5. Saving and Investing Risk and SafetyMaking Decisions About Money with Support: Who? Why? How?What are we going to do today?Talk about money! Let’s talk about:Knowing Your Rights

6. This presentation is not legal advice.Disclaimer

7. SavingInvestingInterest

8. Breakout Activity 1What would you like to save for?What are your dreams?What are your goals?

9. Risk and investingRiskSafetyInvesting

10. Breakout Activity 2What scares you when thinking about money? Why?

11. Decision-making: Supported vs SubstituteSupported Decision-MakingSubstitute Decision-MakingStrategies

12. Breakout Activity 3What makes it hard for you to make decisions about money?Do service providers make it easier, or harder, for you to make decisions? How?

13. Breakout Activity 3What helps you decide? - Writing out pros and cons ? - Asking people what they think? - Looking things up online? - Talking about your options? - Other?

14. Breakout Activity 3Who helps you make decisions about money?How do they help you? - let you talk it out? - explain things? - provide a different view?

15. Your Decision-Making Rightsget the information you need, in a way that you can understand and use it, to make an informed decision.be treated with dignity and respect when making decisionsdisagree with the people who are helping youYou have the right to:

16. You have the right to disagree with the people who help you make decisions.What we learned todayYou can make your own decisions about your money.You have the right to have someone you trust help you make decisions.People must include you in decisions about your money.

17. Resources on InvestmentCCEL: Making Investment Decisions with Support A Resource for Families and FriendsA Resource for People Living With DementiaABC Life Literacy Canada - Money Matters: https://abcmoneymatters.ca/resourcesPlan Institute - RDSP: https://www.rdsp.com/Decision Making:Financial Planning:

18. Legal ResourcesFind help with your legal and financial IssuesNIDUS Personal Planning Resource Centre (Canada-wide)Community-based resource devoted to personal planning https://www.nidus.ca/Connectability.ca (Ontario)https://connectability.ca/2017/12/04/resources-to-help-with-legal-and-financial-issues-for-self-advocates-and-caregivers/Seniors Abuse and Information Line (SAIL) - British Columbiahttp://seniorsfirstbc.ca/programs/sail/604-437-1940 or Toll Free: 1-866-437-19407 days a week (excluding holidays), 8am to 8pmLanguage interpretation available Monday through Friday, 9am to 4pm.

19. Let's stay in touch!Website: www.bcli/org/ccelEmail address: kjames@bcli.orgSocial media:@CCElderLaw@CanCentreforElderLawQuestions?Comments?

20. This presentation was developedby the Canadian Centre for Elder Law as part ofthe Inclusive Investing Project.This project was made possible by a grant from the Law Foundation of Ontario's Access to Justice Fund and supported by our project partners: the Alzheimer Society of British Columbia and Inclusion BC.For more information, visit www.bcli.org/ccel