CLICK HERE TO REGISTER Locked-in retirement accounts (LIRAs) are often misunderstood, yet they play an important role in retirement income planning when clients leave an employer, go through a marital breakdown, or receive pension assets as a survivor. This webinar explains how LIRAs work, how they differ from RRSPs, and the rules around access, withdrawals, and conversion at retirement. We ...
CLICK HERE TO REGISTER MasterClass: Family Estate Planning – Anticipate Tax Implications and Plan an Effective Wealth Transfer Join this MasterClass to discover how proactive estate planning can protect family wealth, reduce the tax impact at death, and enable a structured transfer to future generations. You will also learn how the life and critical illness insurance solutions offered by Desjardins Insurance can serve as ...
CLICK HERE TO REGISTER Let’s start the year strong together! Join our virtual kickoff where we will explore the reasons why a discovery based on your clients' specific needs can help you to turn insights into more effective benefit strategies. We will also be introducing our partnership with BeniPlus, a new health spending account platform that allows for flexible spending, ...
