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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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TZNAME:EDT
DTSTART:20210314T070000
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DTSTART:20211107T060000
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DTSTART;TZID=America/Toronto:20211124T130000
DTEND;TZID=America/Toronto:20211124T140000
DTSTAMP:20260403T215706
CREATED:20211105T162556Z
LAST-MODIFIED:20211119T192824Z
UID:3758-1637758800-1637762400@idcwinbig.ca
SUMMARY:IDC Worldsource Q4 2021 and Q1 2022 Investment Opportunities and Pitfalls
DESCRIPTION:    \nCLICK TO REGISTER\nNo CE Credits \nJoin Alex Chan\, Graeme Allan (IDC WIN Investments Team) and Vic Raye (IDC WIN Banking) as they discuss: \n1. Avoiding unnecessary fund distributions on non-registered investments \n2. Repvision Demo – easily mine your client database to uncover opportunities \n3. Why seg funds are ideal products for RRSP loans *RRSP/TFSA loan highlights \n4. A five-minute recap on the corporate retained earnings presentation \n5. Seg fund carrier opportunities that include: \n*DFS calendar year CB rules *Identify clients close to HNW pricing (maybe an RRSP loan to obtain HNW pricing makes sense) *Identify clients that are approaching the deadline to purchase 100% DB guarantees *Seg fund opportunities many advisors might not be aware of *Dollar-cost averaging into the market with lump sums.
URL:https://idcwinbig.ca/event/idc-worldsource-q4-2021-and-q1-2022-investment-opportunities-and-pitfalls/
CATEGORIES:Webinar
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