IDC WIN BIG | Business Innovation and Growth

IDC WIN Workplace Solutions + RBC: Beyond Benefits: Rethinking Women's Wellness
2026-05-07 13:00 - 14:00 (America/Toronto)
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What does it take to truly support women in today’s workplace? Gain practical insights, real-world perfectives, and actionable ideas to better support women across all life stages in today’s workplace. This webinar is designed for women, men, and anyone shaping a more inclusive workplace.
NO CE CREDIT

Equitable Life: Building a Stronger Investment Portfolio with Participating Whole Life
2026-05-12 13:00 - 14:00
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In this CE credited presentation, we’ll take a deeper look at how Equimax® participating whole life insurance can complement traditional investments by enhancing tax efficiency, increasing retirement income flexibility, and delivering a more efficient estate transfer. Advisors will walk away with a clearer, more strategic framework for positioning whole life insurance in advanced planning conversations.
Speaker: Judy Wood CFP, CLU, CHS | Director – Insurance Sales
1 CE credit (except QC) (You must stay on for the full presentation to receive your credit) CE certificate will be issued by Equitable Life
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Razor Plan - Easy Ways to Add Financial Planning to Client Engagements
2026-05-20 13:00 - 14:00
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This RazorPlan demonstration shows how advisors can use the platform to uncover concrete business opportunities through practical planning examples. Using short case studies, the session covers identifying retirement options including identifying how much clients can spend in retirement. It also includes an example focused on business owners and their estate planning needs. The emphasis is on how RazorPlan uses speed, clarity, and professional output to drive better conversations and next steps with clients.
There are NO CE credits for this session

Manulife Sweet Spots
2026-05-26 13:00 - 14:00
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This session focuses on where Manulife tends to work best for clients with more complex needs. We’ll walk through practical examples across underwriting, permanent insurance design, conversions, and wellness based solutions, with a focus on how advisors can improve outcomes and open better planning conversations. The goal is to share ideas you can actually use, not product theory.
1 CE credit – under review (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Empire Life - How does the FHSA standup?
2026-05-26 14:00 - 15:00
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The triple threat for making a down payment on a house: How does the FHSA stand up?
The Income Tax Act offers three tax-advantaged methods for making home down payments: the First Home Savings Account (FHSA), the RRSP Home Buyers’ Plan (HBP), and the Tax-Free Savings Account (TFSA).

This session positions the FHSA as the leading option for first-time Canadian homebuyers in 2026, highlighting its tax advantages—tax-deductible contributions, tax-free growth, and tax-free withdrawals with no repayment. Using insights from CMHC and the CRA, we’ll show how to combine the FHSA, HBP and TFSA to potentially access over $110,000 ($220,000 for couples) in tax-efficient savings.Join us for practical strategies and advanced planning ideas to help clients accelerate their path to homeownership.
CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

THIS WEBINAR IS NOT IDC WIN HOSTED

IDC WIN Workplace Solutions: Stop talking about mental health. Start solving it.
2026-05-28 13:00 - 14:00
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Mental health has become noise in today’s benefits landscape. More awareness hasn’t translated into better outcomes.
This session cuts through that noise.
You’ll discover why Cognitive Behavioural Therapy (CBT) is fundamentally different from other mental health approaches, and how it delivers practical, measurable results for both individuals and organizations.
In this interactive session, you won’t just hear about CBT – you’ll experience it. You’ll learn simple, powerful CBT tools you can apply in real time to a challenge you’re facing right now.
1 CE credit under review (You must sign in on time and stay logged on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
