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The Master Class Series with Desjardins, our interactive CE credited vodcasts, connect you with insurance and financial planning professionals to enhance your knowledge and skills about the business owner market.

Business owners and their professional advisors routinely put structures in place to protect the business’ capital assets against threats like fire, theft, or disruptions to their supply chain. However, in the day-to-day bustle of building a successful business, it can be easy to overlook the less obvious risks the business may face due to the death, critical illness or disability of key shareholders and employees.

This quick-paced session will focus on strategic approaches to help clients build a risk management plan that protects their business from these critical human capital losses in a cost-effective way.

Accreditation:

Accreditation for this presentation is pending. This training allows you to obtain 1 CE credit from the following organizations:

• Advocis (The Financial Advisors Association of Canada)
• Alberta Insurance Council
• FP Canada
• Insurance Council of Manitoba
• Insurance Council of Saskatchewan

Speakers:

• Kathryn Bennett | Senior Legal and Estate Planning Consultant, Desjardins Insurance
• Chau Tran, Pl. Fin. | Senior Life Product Expert, Desjardins Insurance
• Maxime Lemire-Osborne | Living benefits expert, Desjardins Insurance
• Suzanne Smith-Demers, CFP, CLU | Senior Financial Planning Consultant, Desjardins Insurance

THIS WEBINAR IS NOT IDC WIN HOSTED