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 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 1 CE credit (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.**
CLICK HERE TO REGISTER An overview of how our Health and Dental SBB solution has changed the way small business owners have purchased benefits for their employees. Our 100% nationally pooled program has been a huge benefit in maintaining costs for small business owners. Please join us to learn about all the unique advantages we offer with our SBB plan ...
CLICK HERE TO REGISTER Do any of your business owner clients need a tax-efficient CI strategy to compliment their retirement plans? While also protecting themselves and their business? Join us for an insightful session geared toward successful business owners looking to safeguard the future of their companies. We’ll explore how critical illness insurance can play a powerful role in ensuring ...
