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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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TZID:America/Toronto
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TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
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TZOFFSETTO:-0500
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DTSTART:20261101T060000
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260115T130000
DTEND;TZID=America/Toronto:20260115T160000
DTSTAMP:20260610T183407
CREATED:20260113T141724Z
LAST-MODIFIED:20260113T141851Z
UID:7837-1768482000-1768492800@idcwinbig.ca
SUMMARY:IDC WIN Advisor Kick off - Momentum 2026 (online)
DESCRIPTION:CLICK HERE TO REGISTER\nKickoff your year with Momentum! \nExpert insights on health\, wealth and technology trends in 2026 \nKickoff 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 beyond. \nWe know that Continuing Education (CE) and Professional Development Units (PDU) are important to you\, not all sessions will qualify for credits. The event is being accredited as a whole\, not per session\, therefore\, you must attend the full event to obtain credits. \nVIEW AGENDA HERE
URL:https://idcwinbig.ca/event/idc-win-advisor-kick-off-momentum-2026-online/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260120T130000
DTEND;TZID=America/Toronto:20260120T140000
DTSTAMP:20260610T183407
CREATED:20260113T142234Z
LAST-MODIFIED:20260113T142234Z
UID:7844-1768914000-1768917600@idcwinbig.ca
SUMMARY:Desjardins - 2026 Economic Outlook | Shifts\, Risks and Opportunities
DESCRIPTION:CLICK HERE TO REGISTER\nCanada’s economy is expected to grow by 1.3% in 2026\, while global real GDP is projected to rise by 2.9%1. \nHow will these trends impact financial markets and your clients? \nWhy attend?\nJoin us for this live webinar with Randall Bartlett\, Deputy Chief Economist at Desjardins\, and get insights on: \n\nCanada’s strategy to navigate global uncertainty and maintain fiscal sustainability\nEconomic shifts and growth prospects\nGlobal crosscurrents: Geopolitical risk and trade dynamics\nConsumer spending trends and financial markets outlook\n\nCE Certification:\nCE credits are pending approval (including Life & Health). To qualify\, you must attend for at least 55 minutes AND pass the CE quiz (70% or higher). \nNOT IDC WIN HOSTED
URL:https://idcwinbig.ca/event/desjardins-2026-economic-outlook-shifts-risks-and-opportunities/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260127T140000
DTEND;TZID=America/Toronto:20260127T150000
DTSTAMP:20260610T183407
CREATED:20260115T162850Z
LAST-MODIFIED:20260115T162850Z
UID:7854-1769522400-1769526000@idcwinbig.ca
SUMMARY:Empire Life - TRIIPSS webinar: The Foundation of Estate Planning - WIlls\, trusts and insurance
DESCRIPTION:CLICK HERE TO REGISTER\nPresenter:  Mitchell J. Singer\, B.Sc.\, LL.B. \nEstate 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. \nWe will highlight advanced methods for minimizing probate and taxes through spousal trusts\, double wills\, and strategic life insurance structures. Join us to gain the expertise needed to safeguard wealth\, maximize tax-free rollovers\, and deliver the peace of mind of a perfectly executed estate plan. \nCE credits: Pending\nTo 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. \n*NOT IDC WORLDSOURCE INSURANCE NETWORK HOSTED*
URL:https://idcwinbig.ca/event/empire-life-triipss-webinar-the-foundation-of-estate-planning-wills-trusts-and-insurance/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260204T130000
DTEND;TZID=America/Toronto:20260204T140000
DTSTAMP:20260610T183407
CREATED:20260113T142641Z
LAST-MODIFIED:20260113T142641Z
UID:7846-1770210000-1770213600@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions & Commonwealth - Group Savings made simple and profitable
DESCRIPTION:    \nCLICK HERE TO REGISTER\nSee how Common Wealth + IDC WIN help you add group savings with confidence. \nIn 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 Savings experience while opening new business opportunities. \n1 CE credit (You must sign in on time and stay logged on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.* \n 
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-commonwealth-group-savings-made-simple-and-profitable/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260205T133000
DTEND;TZID=America/Toronto:20260205T143000
DTSTAMP:20260610T183407
CREATED:20260129T212909Z
LAST-MODIFIED:20260129T212957Z
UID:7860-1770298200-1770301800@idcwinbig.ca
SUMMARY:BMO Insurance - LifeFWD Webinars - Keeping Pace with AI
DESCRIPTION:CLICK HERE TO REGISTER\n\nAs AI transforms how organizations operate and compete\, advisors need to move past the headlines. Understanding real‑world applications\, emerging capabilities\, and the impact on decision‑making\, client engagement\, and long‑term value. \n\n\nHosted by BMO Insurance’s Gregory Young\, Vice‑President\, Business Development – Life Products and and Chandni Azrot\, Business Development Manager this webinar brings together industry leaders Aaqib Azeem\, AI & Machine Learning Customer Engineer – Country SME\, Google Cloud and Jessica Lewis\, Partner\, PwC to explore how AI is shaping organizations today and what it means for the future of insurance. \nCE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR \nTHIS WEBINAR IS NOT IDC WIN HOSTED  
URL:https://idcwinbig.ca/event/bmo-insurance-lifefwd-webinars-keeping-pace-with-ai/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260218T130000
DTEND;TZID=America/Toronto:20260218T143000
DTSTAMP:20260610T183407
CREATED:20260129T214405Z
LAST-MODIFIED:20260129T214405Z
UID:7863-1771419600-1771425000@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions - 2026 Kick Off: Navigating Change\, Delivering Value
DESCRIPTION:CLICK HERE TO REGISTER\nLet’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. \nWe will also be introducing our partnership with BeniPlus\, a new health spending account platform that allows for flexible spending\, as well as\, insurance and executive benefits. \nIn a fast‑moving market\, we’re here to help you navigate change\, humanize benefits and deliver measurable value. \nCE credits under review (You must sign in on time and stay logged on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-2026-kick-off-navigating-change-delivering-value/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260224T130000
DTEND;TZID=America/Toronto:20260224T140000
DTSTAMP:20260610T183407
CREATED:20260210T222226Z
LAST-MODIFIED:20260210T222226Z
UID:7872-1771938000-1771941600@idcwinbig.ca
SUMMARY:Desjardins Insurance - MasterClass: Family Estate Planning
DESCRIPTION:CLICK HERE TO REGISTER\nMasterClass: Family Estate Planning – Anticipate Tax Implications and Plan an Effective Wealth Transfer \nJoin 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 effective and strategic tools to meet immediate protection needs while supporting long-term\, tax‑efficient estate planning. \nAccreditation: This webinar is pending accreditation and may allow you to earn 1 CE credit in life insurance. \nTHIS WEBINAR IS NOT IDC WIN HOSTED
URL:https://idcwinbig.ca/event/desjardins-insurance-masterclass-family-estate-planning/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260224T140000
DTEND;TZID=America/Toronto:20260224T150000
DTSTAMP:20260610T183407
CREATED:20260212T152116Z
LAST-MODIFIED:20260212T152116Z
UID:7874-1771941600-1771945200@idcwinbig.ca
SUMMARY:Empire Life - TRIIPSS webinar- Locked-In Retirement Accounts
DESCRIPTION:CLICK HERE TO REGISTER\nLocked-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. \nWe will cover practical planning strategies including LIRA-to-LIF (Life Income Fund) conversions\, provincial unlocking rules\, income minimums and maximums\, and investment solutions such as segregated funds and annuities. Join us to gain clarity on complex regulations and confidently guide clients through decisions that affect cash flow\, taxes\, and estate outcomes. \nCE credits: pending\nTo receive their CE credit\, attendees of this event will be required to watch the entire webinar and pass the quiz after the webinar has been viewed. \nTHIS WEBINAR IS NOT IDC WIN HOSTED
URL:https://idcwinbig.ca/event/empire-life-triipss-webinar-locked-in-retirement-accounts/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260310T110000
DTEND;TZID=America/Toronto:20260310T120000
DTSTAMP:20260610T183407
CREATED:20260305T223309Z
LAST-MODIFIED:20260305T223309Z
UID:7882-1773140400-1773144000@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions Prairies + RBC Insurance - Power up your group benefits strategy
DESCRIPTION:CLICK HERE TO REGISTER\n  \n1 CE credit (You must sign in on time and stay logged on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-prairies-rbc-insurance-power-up-your-group-benefits-strategy/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260317T130000
DTEND;TZID=America/Toronto:20260317T140000
DTSTAMP:20260610T183407
CREATED:20260305T223734Z
LAST-MODIFIED:20260305T223734Z
UID:7886-1773752400-1773756000@idcwinbig.ca
SUMMARY:Edge Benefits: Small Business Grouped Benefits
DESCRIPTION:CLICK HERE TO REGISTER\n\n\nAn 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 options. For many EDGE advisors this has been a great door opener to generate additional leads for their core products (Life\, Investments\, etc.).\n\n1 CE credit (You must stay on for the full presentation to receive your credit)\n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
URL:https://idcwinbig.ca/event/edge-benefits-small-business-grouped-benefits-2/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260326T140000
DTEND;TZID=America/Toronto:20260326T150000
DTSTAMP:20260610T183407
CREATED:20260319T181450Z
LAST-MODIFIED:20260319T181450Z
UID:7931-1774533600-1774537200@idcwinbig.ca
SUMMARY:Circle of Wealth - The four questions that instantly change financial conversations
DESCRIPTION:CLICK HERE TO REGISTER\n\n\n\nThe Four Questions That Instantly Change Financial Conversations\n\n\n\n\n\n\n\n\nOpen your financial conversations with prospects by helping them discover money they may be losing unknowingly and unnecessarily. \n​​​​​​​In this live demonstration\, Circle of Wealth® executive coach Starr Barnum will show how financial professionals use the Circle of Wealth® framework to guide prospects through the four most important questions anyone serious about their finances should know the answers to. These questions act as powerful door openers that naturally lead to deeper financial planning conversations—without starting with products or sales pressure. \nDuring this webinar\,  you’ll learn: \n\nThe Four Questions that quickly engage prospects in meaningful financial discussions\nHow Circle of Wealth® helps uncover hidden financial inefficiencies\nA simple door opener framework advisors use to start better prospect conversations\nHow the visual Circle of Wealth® tools help prospects see opportunities they may be missing\n\nJoin us and see how this simple framework can help you start better financial conversations with prospects. \n\n\n\n\n\nTHIS WEBINAR IS NOT IDC WIN HOSTED\nNO CE CREDITS AVAILABLE FOR THIS WEBINAR
URL:https://idcwinbig.ca/event/circle-of-wealth-the-four-questions-that-instantly-change-financial-conversations/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260330T140000
DTEND;TZID=America/Toronto:20260330T150000
DTSTAMP:20260610T183407
CREATED:20260319T180953Z
LAST-MODIFIED:20260319T180953Z
UID:7929-1774879200-1774882800@idcwinbig.ca
SUMMARY:Empire Life - TRIIPSS webinar - The Advisor's guide to life insurance liquidity
DESCRIPTION:CLICK HERE TO REGISTER\nLife insurance is a highly flexible financial tool\, yet many clients and advisors view it solely through the lens of a death benefit. In a landscape where marginal tax rates often exceed 50%\, exempt life insurance can help clients manage the annual “grind” of taxation on investment income. \nThis webinar explains how to strategically access policy cash values to provide liquidity when clients need it most. We will cover the mechanics of Adjusted Cost Basis (ACB) and the impact of the Net Cost of Pure Insurance (NCPI)\, alongside a comparative analysis of withdrawals\, policy loans\, and third-party collateral loans. Join us to explore advanced strategies like Immediate Financing Arrangements (IFAs) and corporate leveraging\, including considerations for when and how these strategies may be used to access capital for retirement\, reinvestment\, or estate preservation. \nPresenter: Mitch J. Singer\, B.Sc.\, LL.B \nCE credits: Pending\nTo 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. \nCE credit offer available until March 31\, 2027. \nTHIS WEBINAR IS NOT IDC WIN HOSTED \n 
URL:https://idcwinbig.ca/event/empire-life-triipss-webinar-the-advisors-guide-to-life-insurance-liquidity/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260402T130000
DTEND;TZID=America/Toronto:20260402T140000
DTSTAMP:20260610T183407
CREATED:20260305T223941Z
LAST-MODIFIED:20260305T223941Z
UID:7888-1775134800-1775138400@idcwinbig.ca
SUMMARY:The Desjardins Executive Health Plan – Business Owner CI
DESCRIPTION:CLICK HERE TO REGISTER\nDo any of your business owner clients need a tax-efficient CI strategy to compliment their retirement plans? While also protecting themselves and their business? \nJoin 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 business continuity—protecting cash flows\, covering shareholder risk\, and providing financial stability during unexpected health challenges. \n1 CE credit (You must stay on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
URL:https://idcwinbig.ca/event/the-desjardins-executive-health-plan-business-owner-ci/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260409T130000
DTEND;TZID=America/Toronto:20260409T140000
DTSTAMP:20260610T183407
CREATED:20260408T205535Z
LAST-MODIFIED:20260408T205535Z
UID:7944-1775739600-1775743200@idcwinbig.ca
SUMMARY:iA Financial - Maximizing shareholders' estate value: tax strategies and life insurance
DESCRIPTION:CLICK HERE TO REGISTER\nOn April 9\, learn how to increase your clients’ estate value by combining tax strategies and life insurance. \nIn this web series\, we present a case study on how an integrated approach can generate flexible retirement income while increasing shareholders’ net estate value. \niA Webseries: Expertise that drives growth \nTHIS WEBINAR IS NOT IDC WIN HOSTED. \n1 CE CREDIT – WILL BE ISSUED BY iA FINANCIAL \n 
URL:https://idcwinbig.ca/event/ia-financial-maximizing-shareholders-estate-value-tax-strategies-and-life-insurance/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260414T130000
DTEND;TZID=America/Toronto:20260414T140000
DTSTAMP:20260610T183407
CREATED:20260402T131812Z
LAST-MODIFIED:20260402T132142Z
UID:7937-1776171600-1776175200@idcwinbig.ca
SUMMARY:Desjardins - Helping Business Owners Build\, Value and Sell with Confidence
DESCRIPTION:CLICK HERE TO REGISTER\n\n\n\n\n\n\nWhy attend? \nMany entrepreneurs spend decades building their businesses—but surprisingly few have a clear strategy for how they will eventually step away. \nFor advisors\, this creates a powerful opportunity: helping business-owner clients move from building wealth inside their company to converting that value into personal financial freedom. \nIn this Discovery Series webcast\, Wendy Brookhouse\, EMBA\, CHS\, CFP™\, CSC—Financial Advisor\, Money Coach\, and Founder of Black Star Wealth™\, shares a practical framework advisors can use to guide clients through the full journey of business ownership – from growth and value creation to a confident and well-planned exit. \nDrawing on her experience working with entrepreneurs\, Wendy will walk through the three phases of business ownership—Build\, Optimize\, and Exit—and introduce tools such as the One Number Solution™\, the Total Wealth Blueprint™\, and the Retire on Fire™ framework to help clients align personal lifestyle goals with the long-term value of their business. \nYou’ll also explore how Participating whole life insurance strategies and Immediate Financing Arrangements (IFA) can support liquidity\, tax efficiency\, and succession planning for incorporated business owners. \nWhat you’ll learn \n\nHow to start meaningful exit planning conversations earlier with business-owner clients\nA practical framework to help clients build\, grow\, and transition their businesses with confidence\nHow strategies like Participating whole life insurance and IFA can support liquidity\, succession planning\, and tax-efficient retirement income\n\nWho should attend?\n \nThis session is ideal for advisors who work with—or want to work with—incorporated business owners\, professionals\, and early-stage entrepreneurs. The session will help advisors strengthen their approach to business protection\, living benefits\, and long-term planning. \nCE Certification: CE credits are available. To qualify\, you must attend at least 90% of the session and pass a quiz (60% or higher). Certificates will be available for download immediately upon completion. \nCE Credits Available:\n• IAFE / Advocis / ICS: 1.0 (until Jan 1\, 2028)\n• ICM: 1.0 (until Jan 1\, 2028)\n• AIC: 1.0 / Class: Life Insurance (until Jan 1\, 2028)\n• FP Canada: 1.0 (until Jan 01\, 2027)\n• MFDA: 1.0 / Class: Professional Development (until Jan 1\, 2028) \nTHIS WEBINAR IS NOT IDC WIN HOSTED.  CREDITS WILL BE ISSUED BY DESJARDINS
URL:https://idcwinbig.ca/event/desjardins-helping-business-owners-build-value-and-sell-with-confidence/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260420T130000
DTEND;TZID=America/Toronto:20260420T140000
DTSTAMP:20260610T183407
CREATED:20260319T181753Z
LAST-MODIFIED:20260319T181753Z
UID:7933-1776690000-1776693600@idcwinbig.ca
SUMMARY:ivari - Accessing cash from your life insurance policy
DESCRIPTION:CLICK HERE TO REGISTER\nThe Accessing Cash from Your Life Insurance Policy presentation equips advisors with practical\, real world strategies to help clients unlock the value within their permanent life insurance. It explores the most common ways to access cash\, including an overview of the exempt test\, the tax treatment of cash value withdrawals and policy loans\, the use of living benefits\, and collateral loans. The presentation also reinforces advisor best practices\, helping advisors confidently position life insurance as a flexible financial asset while supporting informed\, compliant\, and well documented client decisions. \n1 CE credit (You must stay on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.** \n 
URL:https://idcwinbig.ca/event/ivari-accessing-cash-from-your-life-insurance-policy/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260507T130000
DTEND;TZID=America/Toronto:20260507T140000
DTSTAMP:20260610T183407
CREATED:20260416T131353Z
LAST-MODIFIED:20260416T131925Z
UID:7951-1778158800-1778162400@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions + RBC: Beyond Benefits: Rethinking Women's Wellness
DESCRIPTION:CLICK HERE TO REGISTER\nWhat 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. \nNO CE CREDIT
URL:https://idcwinbig.ca/event/idc-workplace-solutions-rbc-beyond-benefits-rethinking-womens-wellness/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260512T130000
DTEND;TZID=America/Toronto:20260512T140000
DTSTAMP:20260610T183407
CREATED:20260408T205931Z
LAST-MODIFIED:20260408T210113Z
UID:7946-1778590800-1778594400@idcwinbig.ca
SUMMARY:Equitable Life: Building a Stronger Investment Portfolio with Participating Whole Life
DESCRIPTION:CLICK HERE TO REGISTER\nIn 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. \nSpeaker: Judy Wood CFP\, CLU\, CHS | Director – Insurance Sales \n1 CE credit (except QC) (You must stay on for the full presentation to receive your credit)  CE certificate will be issued by Equitable Life \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
URL:https://idcwinbig.ca/event/equitable-life-building-a-stronger-investment-portfolio-with-participating-whole-life/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260520T130000
DTEND;TZID=America/Toronto:20260520T140000
DTSTAMP:20260610T183407
CREATED:20260430T155953Z
LAST-MODIFIED:20260430T155953Z
UID:7959-1779282000-1779285600@idcwinbig.ca
SUMMARY:Razor Plan - Easy Ways to Add Financial Planning to Client Engagements
DESCRIPTION:CLICK HERE TO REGISTER\nThis 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. \nThere are NO CE credits for this session
URL:https://idcwinbig.ca/event/razor-plan-easy-ways-to-add-financial-planning-to-client-engagements/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260526T130000
DTEND;TZID=America/Toronto:20260526T140000
DTSTAMP:20260610T183407
CREATED:20260507T134727Z
LAST-MODIFIED:20260514T130548Z
UID:7966-1779800400-1779804000@idcwinbig.ca
SUMMARY:Manulife Sweet Spots
DESCRIPTION:CLICK HERE TO REGISTER\nThis 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. \n1 CE credit – under review (You must stay on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
URL:https://idcwinbig.ca/event/manulife-sweet-spots/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260526T140000
DTEND;TZID=America/Toronto:20260526T150000
DTSTAMP:20260610T183407
CREATED:20260514T132453Z
LAST-MODIFIED:20260514T132453Z
UID:7979-1779804000-1779807600@idcwinbig.ca
SUMMARY:Empire Life - How does the FHSA standup?
DESCRIPTION:CLICK HERE TO REGISTER\nThe triple threat for making a down payment on a house:  How does the FHSA stand up? \nThe 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).\n\n\nThis 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. \nCE credits: Pending\nTo 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. \n\n\n\nTHIS WEBINAR IS NOT IDC WIN HOSTED
URL:https://idcwinbig.ca/event/empire-life-how-does-the-fhsa-standup/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260528T130000
DTEND;TZID=America/Toronto:20260528T140000
DTSTAMP:20260610T183407
CREATED:20260416T131824Z
LAST-MODIFIED:20260416T131824Z
UID:7953-1779973200-1779976800@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions: Stop talking about mental health. Start solving it.
DESCRIPTION:CLICK HERE TO REGISTER\nMental health has become noise in today’s benefits landscape. More awareness hasn’t translated into better outcomes. \nThis session cuts through that noise. \nYou’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. \nIn 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. \n1 CE credit under review (You must sign in on time and stay logged on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-stop-talking-about-mental-health-start-solving-it/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260603T130000
DTEND;TZID=America/Toronto:20260603T140000
DTSTAMP:20260610T183407
CREATED:20260528T131733Z
LAST-MODIFIED:20260528T131733Z
UID:8017-1780491600-1780495200@idcwinbig.ca
SUMMARY:Circle of Wealth - From “We Can’t Save Any More” to “We Can Do That”
DESCRIPTION:CLICK HERE TO REGISTER\nWhat if the real opportunity isn’t saving more money… but improving how money already flows through a client’s financial life?\n​​​​​​​\nSee how advisors help their clients uncover hidden financial opportunities that may be costing them thousands over time. Using the Circle of Wealth®\, you’ll see how advisors identify inefficiencies in taxes\, debt structure\, cash flow\, and everyday financial decisions\, helping clients move from frustration and uncertainty to clarity and confidence. \n​​​​​​​Move beyond product-driven conversations and help clients truly understand their financial picture. \nRegister now to discover how Circle of Wealth® helps advisors create more meaningful conversations\, uncover opportunities clients may not realize exist\, and provide a clearer roadmap toward a stronger financial future. \nCE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR \nTHIS WEBINAR IS NOT HOSTED BY IDC WIN
URL:https://idcwinbig.ca/event/circle-of-wealth-from-we-cant-save-any-more-to-we-can-do-that/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260604T150000
DTEND;TZID=America/Toronto:20260604T160000
DTSTAMP:20260610T183407
CREATED:20260604T160409Z
LAST-MODIFIED:20260604T160437Z
UID:8030-1780585200-1780588800@idcwinbig.ca
SUMMARY:ivari - Preparing for Audits: What to Expect
DESCRIPTION:CLICK HERE TO REGISTER\nJoin Adam Kulesza\, Compliance and Practice Development Consultant\, for a practical overview of audits—what they are\, why they happen\, and how to prepare. Adam will cover Advisor Practice Reviews (APRs)\, what documents are requested\, how to keep strong client files\, and why clear documentation matters for demonstrating fair treatment of customers. \nTHIS WEBINAR IS NOT IDC WIN HOSTED
URL:https://idcwinbig.ca/event/ivari-preparing-for-audits-what-to-expect/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260610T110000
DTEND;TZID=America/Toronto:20260610T160000
DTSTAMP:20260610T183407
CREATED:20260604T155916Z
LAST-MODIFIED:20260604T155916Z
UID:8027-1781089200-1781107200@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions - 2026 Symposium
DESCRIPTION:CLICK HERE TO REGISTER\nEmpowering advisors to think differently.\nThe benefits landscape is being redefined in real time. This shift isn’t driven by theory\, but by converging pressures across workforce dynamics\, technology\, healthcare delivery\, and drug innovation. As complexity increases and expectations rise\, advisors are being challenged to move beyond traditional models and deliver value in more strategic ways. \nThe IDC WIN Workplace Solutions 2026 Symposium brings advisors together for a focused day of insight\, strategy\, and practical innovation. Join us to explore how today’s most effective advisors are adapting their approach to deliver smarter\, more strategic benefits solutions. \nAGENDA \nCE credits are under review
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-2026-symposium/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260610T130000
DTEND;TZID=America/Toronto:20260610T140000
DTSTAMP:20260610T183407
CREATED:20260528T150459Z
LAST-MODIFIED:20260528T150459Z
UID:8023-1781096400-1781100000@idcwinbig.ca
SUMMARY:UV WebCoffee – Simplified Issue 101
DESCRIPTION:CLICK HERE TO REGISTER\nHosted by Simon Gélinas | Director\, Business Development \nYou must attend for a minimum of 55 minutes to obtain your PDU (Quebec) or CE Credit (Rest of Canada) and your certificate will be sent to you by email within 30 days. \nFor advisors holding a license in Quebec: In addition\, you need to obtain the required minimum score of 60% on a questionnaire to receive your PDU. \n✨ 1 CE – Risk Management (Ontario)\n✨ 1 CE – Life Insurance (Alberta)\n✨ 1 PDU – Insurance of Persons (Quebec) \nIMPORTANT : The webinar link must not be shared and each participant must register individually. \nTHIS WEBINAR IS NOT IDC WIN HOSTED
URL:https://idcwinbig.ca/event/uv-webcoffee-simplified-issue-101/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260616T130000
DTEND;TZID=America/Toronto:20260616T140000
DTSTAMP:20260610T183407
CREATED:20260528T132224Z
LAST-MODIFIED:20260528T132615Z
UID:8019-1781614800-1781618400@idcwinbig.ca
SUMMARY:HeyAdvisor - Show Up\, Stand Out\, Grow: A Simple Content Plan for Advisors
DESCRIPTION:CLICK HERE TO REGISTER\nShowing up consistently for clients doesn’t have to mean hours of planning. This session walks through a practical\, low-effort approach to choosing and sharing content that supports your social presence\, client conversations\, and follow-ups throughout the year. Less guessing\, more confidence. \nPresenter: Emily Reed \nKey Takeaways \n\nA simple planning structure built for busy advisors\nHow to choose the right content for every stage of the client relationship\nA weekly workflow you can implement right away\nHands-on examples using HeyAdvisor content\n\n\nCE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR
URL:https://idcwinbig.ca/event/heyadvisor-show-up-stand-out-grow-a-simple-content-plan-for-advisors/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T130000
DTEND;TZID=America/Toronto:20260617T140000
DTSTAMP:20260610T183407
CREATED:20260604T163106Z
LAST-MODIFIED:20260604T163106Z
UID:8039-1781701200-1781704800@idcwinbig.ca
SUMMARY:iA Financial - New Features to Simplify your Day-to-Day
DESCRIPTION:CLICK HERE TO REGISTER\nThis webinar is specifically intended for advisors and their administrative staff.  \nDiscover how iA Financial Group makes your work easier\, from application to contract delivery\, with a fast\, automated sales and post-sales journey designed to meet your clients’ evolving needs. \nIn this practical webinar\, learn how to: \n✅ Deliver a contract quickly and efficiently \n✅ Complete your most common transactions without paper or intermediaries \n✅ Boost your overall efficiency \nInvite your administrative staff as well! \nYour team will discover how these self-service features can speed up their work and help them become more efficient in their day-to-day activities. \n\nThis webinar is not CE accredited (no CE credits) \nThis webinar is not IDC WIN hosted.
URL:https://idcwinbig.ca/event/ia-financial-new-features-to-simplify-your-day-to-day/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T140000
DTEND;TZID=America/Toronto:20260617T150000
DTSTAMP:20260610T183407
CREATED:20260604T163615Z
LAST-MODIFIED:20260604T163615Z
UID:8041-1781704800-1781708400@idcwinbig.ca
SUMMARY:Equitable - FHSA conversations that move clients closer to home
DESCRIPTION:CLICK HERE TO REGISTER\nHost: Joseph Trozzo\, Investment Sales Vice President\, Equitable \nSpeaker: Ally Kulak\, Inside Sales Associate\, Equitable \nToday’s first time homebuyers face higher housing costs\, rising interest rates and the challenge of saving while renting.  A recent survey suggests two-thirds of Canadians still dream of owning a home despite a challenging market1. As advisors\, you can play a critical role in helping clients navigate these realities and make informed\, tax efficient decisions. \nJoin us for a webcast focused on the First Home Savings Account (FHSA) and how it can be integrated with other savings vehicles to support clients on their path to home ownership. \nYou’ll learn: \n\nFHSA basics like eligibility\, contribution limits\, deductions and withdrawals.\nHow the Home Buyers’ Plan via RRSPs\, TFSAs and non-registered savings accounts work together with an FHSA.\nPractical planning ideas using real life client scenarios.\nHow Equitable® can support you with FHSA solutions and advisor tools.\n\nThis session will help you confidently position the FHSA within a broader savings and home buying strategy\, even for clients who may be unsure when or if they’ll buy. \nThis webinar is not IDC WIN hosted \nCE Credits:\nThis webcast has been accredited for 1.00 Life continuing education (CE) credit via the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits\, you must register individually\, watch the webcast in full\, and complete a short quiz. It is the advisor’s responsibility to ensure Continuing Education credits being offered are accepted by their licensing body.  Alberta Insurance Council (AIC) credits are valid in Yukon\, British Columbia\, Alberta\, Saskatchewan\, Ontario\, New Brunswick\, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. \nThis webcast is available in English only.
URL:https://idcwinbig.ca/event/equitable-fhsa-conversations-that-move-clients-closer-to-home/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260618T140000
DTEND;TZID=America/Toronto:20260618T150000
DTSTAMP:20260610T183407
CREATED:20260604T160724Z
LAST-MODIFIED:20260604T160724Z
UID:8033-1781791200-1781794800@idcwinbig.ca
SUMMARY:UV Insurance - Simplified Issue 101 - Children Benefit
DESCRIPTION:CLICK HERE TO REGISTER\nJoin UV Insurance for an informative session on simplified issue options for children\, designed to help advisors confidently position coverage for young clients — even those with common medical conditions. This webinar will walk through UV’s Express underwriting process and highlight available children’s life and critical illness products. \nAdvisors will leave with practical strategies to identify opportunities\, simplify the sales conversation\, and position early-life coverage as a valuable long-term planning tool for families. \n1 CE credit PENDING (You must stay on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.** \n 
URL:https://idcwinbig.ca/event/uv-insurance-simplified-issue-101-children-benefit/
CATEGORIES:Webinar
END:VEVENT
END:VCALENDAR