IDC WIN BIG | Business Innovation and Growth

IDC WIN Fall Education Days - 2 Day virtual event - Day 2
2025-10-22 11:00 - 16:00 (America/Toronto)
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!
AGENDA
We know that Continuing Education (CE) and Professional Development Units (PDU) are important to you, not all sessions will qualify for credits.
Each day is being accredited as a whole, not per session, therefore, you must attend the full day to obtain credits.
The total number of CE credits per day are under review at this time.

Sun Life Wealth - Tax & Estate Planning with segregated funds and annuities
2025-10-30 13:00 - 14:00
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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 (“Borrow a life” strategy)
2. Gifting during lifetime while maintaining control (“Inter-vivos proxy” strategy)
Payout annuity case studies
1. Creating Eligible Pension Income
2. Avoiding Old Age Security (OAS) clawback while boosting cashflow
1 CE credit – Pending approval (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.**

Sun Life CE Series
2025-11-04 12:00 - 14:30, 2025-12-09 12:00 - 14:30
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.
Advisors have the chance to earn up to two CE credits per session! Note: You must pass a mandatory quiz for each session to qualify for this incentive.
If you can’t participate in the live events, a recording will be available. You still can earn CE credits upon completing the quiz.
THESE WEBINARS ARE NOT HOSTED BY IDC WIN. CE CREDITS WILL BE ISSUED BY SUN LIFE DIRECTLY

IDC WIN Workplace Solutions - Unlock the power of Group Savings Plans this RSP Season
2025-11-13 13:00 - 14:00
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 in the market
✅ Position yourself as a trusted advisor to small and mid-sized businesses
✅ Build a recurring revenue stream through scalable compensation models
✅ Deepen client relationships and expand your service offering
This webinar is your chance to learn how to turn seasonal opportunity into long-term success.
CE credit under review – EXCEPT IN QUEBEC
(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.**

IDC WIN Workplace Solutions: Discover how Cognitive Behavioural Therapy (CBT) can transform client wellness—and your advisory practice.
2025-11-20 13:00 - 14:00
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 how PsyVitaliti’s unique booking model removes barriers to care
– Access exclusive discounts available only to IDC members
PsyVitaliti is a CBT clinic with a large, trusted network offering fast, easy online booking, no waitlists, and real human support 24/7—so employees actually access the care they need.
Let’s talk about Mental Health That Works—for your clients, their employees, and your business.
NO CE CREDITS FOR THIS SESSION
