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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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TZID:America/Toronto
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TZOFFSETFROM:-0500
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DTSTART:20260308T070000
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DTSTART:20261101T060000
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DTSTART;TZID=America/Toronto:20260617T140000
DTEND;TZID=America/Toronto:20260617T150000
DTSTAMP:20260610T072204
CREATED:20260604T163615Z
LAST-MODIFIED:20260604T163615Z
UID:8041-1781704800-1781708400@idcwinbig.ca
SUMMARY:Equitable - FHSA conversations that move clients closer to home
DESCRIPTION:CLICK HERE TO REGISTER\nHost: Joseph Trozzo\, Investment Sales Vice President\, Equitable \nSpeaker: Ally Kulak\, Inside Sales Associate\, Equitable \nToday’s first time homebuyers face higher housing costs\, rising interest rates and the challenge of saving while renting.  A recent survey suggests two-thirds of Canadians still dream of owning a home despite a challenging market1. As advisors\, you can play a critical role in helping clients navigate these realities and make informed\, tax efficient decisions. \nJoin us for a webcast focused on the First Home Savings Account (FHSA) and how it can be integrated with other savings vehicles to support clients on their path to home ownership. \nYou’ll learn: \n\nFHSA basics like eligibility\, contribution limits\, deductions and withdrawals.\nHow the Home Buyers’ Plan via RRSPs\, TFSAs and non-registered savings accounts work together with an FHSA.\nPractical planning ideas using real life client scenarios.\nHow Equitable® can support you with FHSA solutions and advisor tools.\n\nThis session will help you confidently position the FHSA within a broader savings and home buying strategy\, even for clients who may be unsure when or if they’ll buy. \nThis webinar is not IDC WIN hosted \nCE Credits:\nThis webcast has been accredited for 1.00 Life continuing education (CE) credit via the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits\, you must register individually\, watch the webcast in full\, and complete a short quiz. It is the advisor’s responsibility to ensure Continuing Education credits being offered are accepted by their licensing body.  Alberta Insurance Council (AIC) credits are valid in Yukon\, British Columbia\, Alberta\, Saskatchewan\, Ontario\, New Brunswick\, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. \nThis webcast is available in English only.
URL:https://idcwinbig.ca/event/equitable-fhsa-conversations-that-move-clients-closer-to-home/
CATEGORIES:Webinar
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