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IDC WIN Investments & Banking: Year-end financial planning tips
IDC WIN Investments & Banking: Year-end financial planning tips
CLICK TO REGISTER CE credits under review
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Calendar of Events
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iA Financial Group – Why iA Par?— 其核心功能和灵活性 – Mandarin only
iA Financial Group – Why iA Par?— 其核心功能和灵活性 – Mandarin only
CLICK HERE TO REGISTER Speaker: Angelina Liu, B.B.A.(ctb), CFP, EPC | Marketing Associate, Life, ON | Industrial Alliance Moderator: Samuel Chan, Vice President, Asian Market | IDC Worldsource Insurance Network Inc. 1 CE credit - Ontario only
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Beneva and IDC WIN present Jos Herman – Tips, Traps & Considerations in Beneficiary Designations
Beneva and IDC WIN present Jos Herman – Tips, Traps & Considerations in Beneficiary Designations
CLICK HERE TO REGISTER Description: Jos Herman will give you the confidence in ensuring that you are structuring product solutions the right way when it comes to beneficiary designations. 1 CE credit with the exception of QC
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IDC WIN Wealth and Empire Investments – Guaranteed Income for Life – Everyone needs it and we have the solution
IDC WIN Wealth and Empire Investments – Guaranteed Income for Life – Everyone needs it and we have the solution
CLICK HERE TO REGISTER Presenter: Walter Kordiuk - RVP Distribution Retail for Ontario and Atlantic | Empire Life Co Host: Graeme Allan, Regional Wealth Leader-East Canada | IDC Worldsource Insurance Network Inc. 1 CE credit (You must stay on for the full presentation to receive your credit) **Ensure you enter your full first and last name into the registration ...
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Win Succession and Equitable Life present Rod Burylo: Ethics in succession
Win Succession and Equitable Life present Rod Burylo: Ethics in succession
CLICK HERE TO REGISTER Presenters: Rod Burylo, Associate Portfolio Manager | Business Development Manager, Western Canada | Manager of ESG Integration Dean Erickson, Vice President, Individual Insurance Sales, Mga (West) - Equitable Life Eric Wachtel, Chief Compliance Officer., IDC Worldsource Insurance Network Inc. Host & Introductions: Michael Gau, CEO, Win Succession Inc. Description: Rod Burylo`s session will address ...
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Beneva – RRSP Toolkit – Investment Accounts
Beneva – RRSP Toolkit – Investment Accounts
CLICK HERE TO REGISTER RRSP season is fast approaching… Beneva’s ‘Same Fund…Same MER’ with 100% death benefit guarantee Investment Account platform is a unique way to drive performance and protect beneficiaries while keeping costs down. We will also be addressing current market volatility, handling client objections and how the Beneva sales team can work with you to help onboard new ...
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Empire Life – TRIIPSS Webinar: Taking a deep dive into the TFSA
Empire Life – TRIIPSS Webinar: Taking a deep dive into the TFSA
CLICK HERE TO REGISTER Speaker: Alexandre Papale | Manager, Tax Retirement & Estate Planning Services | Empire Life The Tax-free savings account program began in 2009. While the contribution room for the first year was $5,000, it will be $88,000 in 2023 (for someone who was 18 or older in 2009). What was initially a small component of financial ...
