Why attend?

Many entrepreneurs spend decades building their businesses—but surprisingly few have a clear strategy for how they will eventually step away.

For advisors, this creates a powerful opportunity: helping business-owner clients move from building wealth inside their company to converting that value into personal financial freedom.

In this Discovery Series webcast, Wendy Brookhouse, EMBA, CHS, CFP™, CSC—Financial Advisor, Money Coach, and Founder of Black Star Wealth™, shares a practical framework advisors can use to guide clients through the full journey of business ownership – from growth and value creation to a confident and well-planned exit.

Drawing on her experience working with entrepreneurs, Wendy will walk through the three phases of business ownership—Build, Optimize, and Exit—and introduce tools such as the One Number Solution™, the Total Wealth Blueprint™, and the Retire on Fire™ framework to help clients align personal lifestyle goals with the long-term value of their business.

You’ll also explore how Participating whole life insurance strategies and Immediate Financing Arrangements (IFA) can support liquidity, tax efficiency, and succession planning for incorporated business owners.

What you’ll learn

• How to start meaningful exit planning conversations earlier with business-owner clients
• A practical framework to help clients build, grow, and transition their businesses with confidence
• How strategies like Participating whole life insurance and IFA can support liquidity, succession planning, and tax-efficient retirement income

Who should attend?

This session is ideal for advisors who work with—or want to work with—incorporated business owners, professionals, and early-stage entrepreneurs. The session will help advisors strengthen their approach to business protection, living benefits, and long-term planning.

CE Certification: CE credits are available. To qualify, you must attend at least 90% of the session and pass a quiz (60% or higher). Certificates will be available for download immediately upon completion.

CE Credits Available:
• IAFE / Advocis / ICS: 1.0 (until Jan 1, 2028)
• ICM: 1.0 (until Jan 1, 2028)
• AIC: 1.0 / Class: Life Insurance (until Jan 1, 2028)
• FP Canada: 1.0 (until Jan 01, 2027)
• MFDA: 1.0 / Class: Professional Development (until Jan 1, 2028)

THIS WEBINAR IS NOT IDC WIN HOSTED.  CREDITS WILL BE ISSUED BY DESJARDINS