PLAN Calgary: The Road Ahead

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The Road Ahead Society of Calgary,
Affiliated with Planned Lifetime Advocacy Network (PLAN)

Email: families@plancalgary.ca

300, 1000 9th Ave SW
Calgary, Alberta
Canada, T2P 2Y6

Telephone:
403-263-8226

Fax:
403-263-5277

Webmaster

Links for Further Resource Information

Registered Disability Savings Plan (RDSP)

RAS and other organizations worked with PLAN to lobby for the creation of the Registered Disability Savings Plan (RDSP). A valuable resource for this is the website RDSP.com. It includes the Excel spreadsheet RDSP Calculator that helps you with financial planning. Lifetime Networks Ottawa (another PLAN affiliate) has a lot of RDSP information at http://rdspadvisor.org.

The Alberta Government has announced that RDSP Savings will not cause clawbacks in Provincial assistance programs for persons with disabilities

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Here is a slide show that we presented in May 2007 regarding the kind of successes you can find with RAS and PLAN.

PLAN has developed a thorough list of resources for people in Alberta.

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Here is our own list of resources:

Whatever you can do or dream you can, begin it.
Boldness has genius, power and magic in it.
– Goethe

PLAN Publications

Planned Lifetime Advocacy Network (PLAN)

Suite 260-3665 Kingsway
Vancouver, BC V5R 5W2
Canada
Bus: (604) 439-9566 • Fax: (604) 439-7001
www.plan.ca
inquiries@plan.ca

Plan Affiliates – Canada

British Columbia

Okanagan Lifetime Networks Association (Westbank, BC)
2475 Dobbin Rd., Westbank, BC V4T 2E9  
Bus: (250) 7678-4913 • Fax: (250) 768-4913
www.olna.ca
provisionresources@shaw.ca

Alberta

The RoadAhead Society (Calgary, AB)
1000-9th Ave.SW #300, Calgary, AB T2P 2Y6
Bus: (403) 263-8226 • Res: (403) 286-8429 • Fax: (403) 263-5277 
www.theroadahead.ca
families@theroadahead.ca

PLAN Edmonton (Edmonton, AB)
#214,12310-105 Ave.
Edmonton, AB T5N 0Y4
Bus: (780) 488-2422
www.planedmonton.ca/
planedmonton@interbaun.com

LACL PLAN (Lethbridge, AB)
526 6th Street S., Lethbridge, AB, T1J 2E1
Bus: (403) 327-2911 • Res: (403) 327-3365  • Fax: (403) 320-7054
www.lethbridgeacl.org
laclplan@lethbridgeacl.org

Saskatchewan

RACL PLAN (Regina, SK)
2216 Smith St., Regina, SK  S4P 2P4 
Bus: (306) 790-5680 • Res: (306) 522-9937 • Fax: (306) 586-7899 
racl@sasktel.net

Ontario

Lifetime Networks Ottawa (Ottawa, Ontario)
#406 - 1390 Prince of Wales Dr.
Nepean, ON  K2C 3N6 
Bus:(613) 748-7162 • Fax (613) 226-7522
www.lifetimenetworks.ca
lno@lifetimenetworks.ca 

A Future Planning Workbook – Ontario (see website for ordering info)

Planned Lifetime Support Network (Bruce/Grey Inc.)
PO Box 2217, Port Elgin, ON, N0H 2C0
Bus: (519) 832-6147 • Fax: (519) 832-6147
lgarrod@bmts.com

Planned Lifetime Networks (Waterloo-Wellington-Oxford, Ontario)
5-420 Erb St. #306, Waterloo, ON, N2L 6K6 
Bus: (519) 746-1188 • Res: (519) 746-7950
plnwwo@sympatico.ca

QUEBEC

WSEP Lifetime Networks (Montreal, Quebec)
633, boul. Crémazie Est, suite 200
Montréal, Québec, H2M 1L9
Bus:(514) 363-5333
www.reseauxpourlavenir.qc.ca
reseauxpourlavenir@bellnet.ca
lifetimenetworks@bellnet.ca
marise.perez@bellnet.ca
latinos@videotron.ca

PLAN Affiliates – United States

LifeSPAN (Seattle Washington)
1801 130th Ave. NE Bellevue, WA 98005
Bus: (425) 883-9867 • Res: (425) 881-5251 • Fax: (425) 883-9769
www.lifespan-wa.org
life.span@verizon.net
val@lifespan-wa.org

Other Future Planning Organizations – Canada

Continuity Care Inc.
#2, 120 Maryland Street, Winnipeg, MB  R3G 1L1
Bus: (204) 779-1679
http://www.continuitycare.ca/
contcare@mts.net
Note their publication: A Circle of Life: A Life Planning Workbook  

LifeTRUST Planning a living legacy
(Fee-based planning firm serving families of individuals with special needs)
60 Harrison Drive, Newmarket, ON  L3Y 4P4
Toll Free (Canada and USA) 1-800-638-7256
www.life-trust.com/

Other Future Planning Organizations – International

The ARC (many chapters in US) – Future Planning Resources
‘A Family Handbook on Future Planning’ (revised 2003) and other resource sites
http://thearc.org/misc/futplan.html

Disabled and Alone / Life Services for the Handicapped, Inc.
352 Park Avenue South
11th Floor
New York, NY 10010
Phone: (212) 532-6740 | (800) 995-0066 •  Fax: (212) 532-3588
www.disabledandalone.org
info@disabledandalone.org
Also publishes LifeLines newsletter

 

The National PLAN Alliance (Planned Lifetime Assistance Network)
195 Woodlawn Avenue
Saratoga Springs, New York 12866
Telephone: (518) 587-3372 Fax: (518)587-3372
npa@nycap.rr.com

Inspiration

PHILIA – a Dialogue about Citizenship. The Philia Project was founded on a simple belief - the well being/health/ strength of our society requires the presence and diverse engagement of all citizens.
www.philia.ca

THE TIES THAT BIND – An Internet Documentary & Community Engagement Project
www.nfb.ca/tiesthatbind

The Ties that Bind is a unique, innovative and accessible initiative of the National Film Board of Canada’s Pacific Centre The PLAN approach to securing the future for our relatives with disabilities has inspired the NFB to produce a film documentary depicting the story of the Jordan family of Ottawa.

While the film is being produced, the NFB has created an interactive internet documentary with regular updates, opportunities for sharing and feedback. Visit www.nfb.ca/tiesthatbind to discover, participate and be inspired by this fully accessible site, which begins by telling the Jordan story.

 

CAPACITY WORKS, L.L.C. – Dr. Beth Mount
P.O. Box 271, Amenia, NY 12501-0271 USA
Toll free: 888/840-8578; NY State: 845/373-4218
www.capacityworks.com
capacityworks@aol.com

Other Publications and Articles 

Anything from INCLUSION.COM
Includes Inclusion Press, Inclusion Network and Marsha Forest Centre
www.inclusion.com

Stronger Together – Ideas, reflections and suggestions about networks of support, by Bruce Kappel. Published by Support & Trustee Advisory Services of Brampton, Ontario 1998.

We Come Bearing Gifts: The Story of the Deohaeko Support Network (1996) by Janet Klees
On our own...together: Trust funds for families with financially dependent loved ones and Endowment funds for small not-for-profit and charitable organizations (2002) This 270-page book is really two books in one.The first part looks at trust funds for people who have a financially dependent loved one (e.g., an elder, a child with a disability, a spouse with long-term care needs). These funds can provide extra financial security during and after the life of the person(s) establishing the trust. The second part looks at how small not-for-profit and charitable organizations can create and maintain endowment funds to cover operational costs of running their programs. The book concludes with specific fund raising techniques that can benefit both audiences  plus extensive appendices with samples of the material recommended throughout the book.
Both published by:

Legacies Inc.
11 Miniot Circle, Toronto, ON   M1K 2K1   Canada
tel/fax = (416) 264 4665
Harry@Legacies.ca
Janet@Legacies.ca

 

 

When I’m Gone, by Stephen Booth. An introduction to wills and estate planning for parents of people with an intellectual disability. One of the main concerns of parents of a child with an intellectual disability is `what will happen when I'm gone?' This book discusses the issues and options involved in planning for the future of a person with an intellectual disability. 0947205667, REDFERN LEGAL CENTRE PUBLISHING, October 2002, PB Australia

 

The Circle of Life: A Life Planning Workbook, available from
Continuity Care Inc.
120 Maryland Street, Winnipeg, MB  R3G 1L1
Bus: (204) 779-1679
www.seniorscan.ca/lifestyl/advoc/contcare
contcare@mts.net

Social Role Valorization

Social Role Valorization (SRV)
www.socialrolevalorization.com/

International Speakers and Training Events including:
Darcy Elks – Workshops include “A Vision for Families: Social Value and Inclusion for Children and Adults with Disabilities”
DarcyElks@aol.com

Community Works (Person-Centred Planning Facilitators)
David and Faye Weatherow
911 Terrien Way
Parksville, BC  V9P1T2
Phone: 250 248-2531 • Fax: 775-535-4897
www.communityworks.info

WILL & ESTATE PLANNING – GUIDES AND PRACTICAL ADVICE
ARCH: A Legal Resource Centre for Persons with Disabilities (Ontario)
425 Bloor Street East, Suite 110
Toronto, ON M4W 3R5
(416) 482-8255 or toll-free at (866) 482-2724
www.archlegalclinic.ca/
archlib@lao.on.ca

Autism and PDD Resource Network – Estate Planning (US)
www.autism-pdd.net/

Kenneth C. Pope, Lawyer/Henson Trust Specialist (Ottawa, Ontario)
“What will happen when I’m gone? Mother of disabled son worries…” 
Article which initially appeared in the MONEY section of the Financial Post, Saturday, January 11, 2003. Reprinted from website of Kenneth C. Pope
www.kpopelaw.ca/
kpope@kpopelaw.ca

Metropolitian Life Insurance (MetLife)
‘Your Child or Other Dependent with Special Needs’ Guide
www.metlife.com/Applications/Corporate/WPS/CDA/PageGenerator/0,1674,P1265,00.html

NICHCY (National Dissemination Center for Children with Disabilities) News Digest, Volume 2, Number 1, 1992 ‘Estate Planning’ www.nichcy.org/

Ontario Federation for Cerebral Palsy
104-1630 Lawrence Avenue West, Toronto, ON, M6L 1C5 Canada
Phone: (416) 244-9686 • Fax: (416) 244-6543
Toll-Free: 1-877-244-9686

Removing The Mystery – An Estate Planning Guide.  Available in CD-ROM and paper
www.ofcp.on.ca/ltp_resources.html

Our-Kids-Adults: Support for Parents and Caregivers of and Adults with Disabilities
Life Planning: Financial and Legal (US and CDN – although some links no longer active) www.our-kids.org/OKAdults/lifeplan.html

PLENA – Public Legal Education of Alberta
Disability Law Referral Project
http://plena.org/new/index.asp?id=42

Special Needs Future Planning – ‘Letter To My Fellow Parents’ from the Law Offices of Brian Rubin (Illinois)
www.brianrubin.com/sys-tmpl/anopenlettertomyfellowparents/

The Special Needs Network (Illinois) – ‘10 Steps To Special Needs Planning For Families of Individuals With Disabilities’
www.tsnn.org/resources/10steps.html

Other Ideas and Resources

GET CREATIVE!

SCRAPBOOKING – On your own or in a group, scrapbooking is a wonderful way to visually document your family’s history and preserve memories for your family member with a disability – and others!

VIDEOS – Put those shoebox photos into video format and MAKE A FILM OF YOUR FAMILY HISTORY!

MAKE A COLLAGE! Cut up those photos and make a collage of special people and special moments to hang on the wall.

MAKE A QUILT! This idea inspired by Dr. Beth Mount’s beautiful artwork found at: www.capacityworks.com

WORKBOOK DISCUSSION GROUPS – Get together with other parents and/or family members to discuss specific topics in workbooks such as Safe and Secure.

CELEBRATIONS! PARTIES! HAVE FUN!