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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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DTSTART:20260308T070000
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DTSTART;TZID=America/Toronto:20260617T130000
DTEND;TZID=America/Toronto:20260617T140000
DTSTAMP:20260610T194308
CREATED:20260604T163106Z
LAST-MODIFIED:20260604T163106Z
UID:8039-1781701200-1781704800@idcwinbig.ca
SUMMARY:iA Financial - New Features to Simplify your Day-to-Day
DESCRIPTION:CLICK HERE TO REGISTER\nThis webinar is specifically intended for advisors and their administrative staff.  \nDiscover how iA Financial Group makes your work easier\, from application to contract delivery\, with a fast\, automated sales and post-sales journey designed to meet your clients’ evolving needs. \nIn this practical webinar\, learn how to: \n✅ Deliver a contract quickly and efficiently \n✅ Complete your most common transactions without paper or intermediaries \n✅ Boost your overall efficiency \nInvite your administrative staff as well! \nYour team will discover how these self-service features can speed up their work and help them become more efficient in their day-to-day activities. \n\nThis webinar is not CE accredited (no CE credits) \nThis webinar is not IDC WIN hosted.
URL:https://idcwinbig.ca/event/ia-financial-new-features-to-simplify-your-day-to-day/
CATEGORIES:Webinar
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DTSTART;TZID=America/Toronto:20260617T140000
DTEND;TZID=America/Toronto:20260617T150000
DTSTAMP:20260610T194308
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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