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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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DTSTART:20251102T060000
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251030T130000
DTEND;TZID=America/Toronto:20251030T140000
DTSTAMP:20260403T151511
CREATED:20251029T202957Z
LAST-MODIFIED:20251029T202957Z
UID:7786-1761829200-1761832800@idcwinbig.ca
SUMMARY:Sun Life Wealth - Tax & Estate Planning with segregated funds and annuities
DESCRIPTION:CLICK HERE TO REGISTER\nSegregated 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: \nSegregated funds case studies\n1. Investing in segregated fund contracts with guarantees for elderly clients over age 80 (“Borrow a life” strategy)\n2. Gifting during lifetime while maintaining control (“Inter-vivos proxy” strategy) \nPayout annuity case studies\n1. Creating Eligible Pension Income\n2. Avoiding Old Age Security (OAS) clawback while boosting cashflow \n1 CE credit – Pending approval (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/sun-life-wealth-tax-estate-planning-with-segregated-funds-and-annuities/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251104T120000
DTEND;TZID=America/Toronto:20251104T143000
DTSTAMP:20260403T151511
CREATED:20250709T132358Z
LAST-MODIFIED:20250709T132358Z
UID:7697-1762257600-1762266600@idcwinbig.ca
SUMMARY:Sun Life CE Series
DESCRIPTION:CLICK HERE TO REGISTER FOR THE UPCOMING WEBINARS\nThe 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. \nThe CE Series is open to all. Join us for these insightful webinars to enhance your business-building knowledge. \nAdvisors 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. \nIf you can’t participate in the live events\, a recording will be available. You still can earn CE credits upon completing the quiz. \nTHESE WEBINARS ARE NOT HOSTED BY IDC WIN. CE CREDITS WILL BE ISSUED BY SUN LIFE DIRECTLY
URL:https://idcwinbig.ca/event/sun-life-ce-series-4/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251113T130000
DTEND;TZID=America/Toronto:20251113T140000
DTSTAMP:20260403T151511
CREATED:20251029T203314Z
LAST-MODIFIED:20251029T203948Z
UID:7788-1763038800-1763042400@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions - Unlock the power of Group Savings Plans this RSP Season
DESCRIPTION:CLICK HERE TO REGISTER\nDid 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. \nJoin Workplace Solutions for a high-impact webinar on how Group Savings Plans (GSPs) can help you: \n✅ Understand why GSP’s are essential in today’s economic climate \n✅ Fill a critical gap in the market \n✅ Position yourself as a trusted advisor to small and mid-sized businesses \n✅ Build a recurring revenue stream through scalable compensation models \n✅ Deepen client relationships and expand your service offering \nThis webinar is your chance to learn how to turn seasonal opportunity into long-term success. \nCE credit under review – EXCEPT IN QUEBEC \n(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-unlock-the-power-of-group-savings-plans-this-rsp-season/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251120T130000
DTEND;TZID=America/Toronto:20251120T140000
DTSTAMP:20260403T151511
CREATED:20251029T203709Z
LAST-MODIFIED:20251029T203709Z
UID:7791-1763643600-1763647200@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions: Discover how Cognitive Behavioural Therapy (CBT) can transform client wellness—and your advisory practice.
DESCRIPTION:CLICK HERE TO REGISTER\nJoin 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. \nYou’ll learn how to: \n– Fix the EAP utilization gap and strengthen renewals using CBT\n– Understand why the gap persists—and what advisors can do about it\n– See how PsyVitaliti’s unique booking model removes barriers to care\n– Access exclusive discounts available only to IDC members \nPsyVitaliti 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. \nLet’s talk about Mental Health That Works—for your clients\, their employees\, and your business. \nNO CE CREDITS FOR THIS SESSION
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-discover-how-cognitive-behavioural-therapy-cbt-can-transform-client-wellness-and-your-advisory-practice/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251209T120000
DTEND;TZID=America/Toronto:20251209T143000
DTSTAMP:20260403T151511
CREATED:20250709T132522Z
LAST-MODIFIED:20250709T132522Z
UID:7699-1765281600-1765290600@idcwinbig.ca
SUMMARY:Sun Life CE Series
DESCRIPTION:CLICK HERE TO REGISTER FOR THE UPCOMING WEBINARS\nThe 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. \nThe CE Series is open to all. Join us for these insightful webinars to enhance your business-building knowledge. \nAdvisors 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. \nIf you can’t participate in the live events\, a recording will be available. You still can earn CE credits upon completing the quiz. \nTHESE WEBINARS ARE NOT HOSTED BY IDC WIN. CE CREDITS WILL BE ISSUED BY SUN LIFE DIRECTLY
URL:https://idcwinbig.ca/event/sun-life-ce-series-5/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260115T130000
DTEND;TZID=America/Toronto:20260115T160000
DTSTAMP:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260403T151511
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:20260414T130000
DTEND;TZID=America/Toronto:20260414T140000
DTSTAMP:20260403T151511
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:20260403T151511
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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