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SAVE THE DATE! Bookmark your calendars to join Wayne Cotton's session on Wednesday, October 15, 2025 @ 1:30 p.m. ET Registration link to follow soon!

CLICK HERE TO REGISTER Join us Tuesday, October 21 and Wednesday, October 22, 2025 for our virtual Fall Education Days. This year, we’re going Beyond the conversation by bringing together leading voices from IDC WIN and our partners. We will be sharing valuable insights, practical solutions and proven strategies to help you take action. We look forward to seeing you online! ...

CLICK HERE TO REGISTER Join us Tuesday, October 21 and Wednesday, October 22, 2025 for our virtual Fall Education Days. This year, we’re going Beyond the conversation by bringing together leading voices from IDC WIN and our partners. We will be sharing valuable insights, practical solutions and proven strategies to help you take action. We look forward to seeing you online! ...

CLICK HERE TO REGISTER Segregated fund contracts and payout annuities can play a valuable role in a client’s tax and estate planning. This presentation looks at 4 different case studies where these products can be used to meet specific client needs, including: Segregated funds case studies 1. Investing in segregated fund contracts with guarantees for elderly clients over age 80 ...

CLICK HERE TO REGISTER FOR THE UPCOMING WEBINARS The Sun Life CE Series is a dynamic set of monthly 2.5-hour virtual sessions. Industry experts present on topics ranging from Estate & Financial Planning and practice management to insurance, wealth and broader industry insights. The CE Series is open to all. Join us for these insightful webinars to enhance your business-building knowledge. ...

CLICK HERE TO REGISTER Did you know that fewer than 50% of small businesses in Canada offer any retirement plan? That’s a massive gap—and a golden opportunity for advisors. Join Workplace Solutions for a high-impact webinar on how Group Savings Plans (GSPs) can help you: ✅ Understand why GSP's are essential in today's economic climate ✅ Fill a critical gap ...

CLICK HERE TO REGISTER Join IDC WIN × PsyVitaliti to explore why investing in the right mental health solution matters—and how Cognitive Behavioural Therapy (CBT) can transform outcomes across your workforce. You’ll learn how to: - Fix the EAP utilization gap and strengthen renewals using CBT - Understand why the gap persists—and what advisors can do about it - See ...

CLICK HERE TO REGISTER FOR THE UPCOMING WEBINARS The Sun Life CE Series is a dynamic set of monthly 2.5-hour virtual sessions. Industry experts present on topics ranging from Estate & Financial Planning and practice management to insurance, wealth and broader industry insights. The CE Series is open to all. Join us for these insightful webinars to enhance your business-building knowledge. ...

CLICK HERE TO REGISTER Kickoff your year with Momentum! Expert insights on health, wealth and technology trends in 2026 Kickoff the year with three thought leaders who will help you navigate the trends shaping client priorities and market strategies. This webinar is your opportunity to gain actionable insights on both demographic and economic forces that matter most in 2026 and ...

CLICK HERE TO REGISTER Canada’s economy is expected to grow by 1.3% in 2026, while global real GDP is projected to rise by 2.9%1. How will these trends impact financial markets and your clients? Why attend? Join us for this live webinar with Randall Bartlett, Deputy Chief Economist at Desjardins, and get insights on: Canada’s strategy to navigate global uncertainty and maintain fiscal sustainability Economic ...

CLICK HERE TO REGISTER Presenter:  Mitchell J. Singer, B.Sc., LL.B. Estate planning is about getting your clients' possessions to whom they wish with as little hassle and as little tax as possible. This webinar examines the core pillars of estate planning—wills, trusts and insurance—while exploring the strategic duties of executors and the tax implications of asset disposition. We will highlight ...

   CLICK HERE TO REGISTER See how Common Wealth + IDC WIN help you add group savings with confidence. In this session, we show how Common Wealth helps make group savings plans straightforward and profitable—for you and your clients. You’ll learn how to confidently add group savings to your offerings and see how partnering with IDC WIN enhances the Group ...