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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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DTSTART:20260308T070000
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DTSTART:20261101T060000
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DTSTART;TZID=America/Toronto:20260414T130000
DTEND;TZID=America/Toronto:20260414T140000
DTSTAMP:20260403T141258
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
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DTSTART;TZID=America/Toronto:20260420T130000
DTEND;TZID=America/Toronto:20260420T140000
DTSTAMP:20260403T141258
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
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