Tidbit Tuesday: [Register Today] Desjardins April Webcasts | CE Credits Available
Submitted by Krishan on March 31, 2026 - 9:53am
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PDF version | Advance Your Knowledge with Desjardins Insurance Webinars Attend live or watch later — all sessions available on demand | | Discovery Series Exit Ready: Helping Business Owners Build, Value, and Sell with Confidence |
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April 14 @ 1PM EST CE Credits: 1.0* |
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Join this Discovery Series webcast to explore how advisors can help business owners navigate the shift from building wealth within their business to achieving lasting personal financial freedom. You’ll gain practical insights into aligning business value, exit planning, and long‑term personal goals. What You’ll Learn: – How to start exit planning conversations earlier – Apply a structured framework across the business lifecycle – Align business value with personal financial goals – Integrate Participating whole life insurance and IFA Strategies for liquidity & Succession |
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The MasterClass Series Estate Equalization For Business Owners: Why Fairness Matters More Than Equality | April 28 @ 1PM EST in English CE Credits: 1.0* | Join this MasterClass to explore how business‑owning families can approach succession with clarity especially when not all children are involved while preserving family harmony. Through a practical case study, learn how liquidity, estate structures, and life insurance support equitable, tax‑efficient wealth transfer. What You’ll Learn: – Understand key succession challenges for business-owning families – Analyze a practical case study on estate transition planning – Distinguish fairness from equality in wealth transfer decisions – Leverage life insurance to support liquidity and estate equalization | | | Please note: Closed Captioning will be available in English for our webinars to ensure accessibility for all attendees. | |
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| | * CE Certification: CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certificate right away, should you meet the qualifying criteria.
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Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company. Desjardins ® , Desjardins Insurance ® , all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under licence.
Desjardins never sends emails to its member-clients asking them to provide confidential information (e.g. password, social insurance number, PIN). Desjardins also never sends emails to its member-clients containing links directing them to an authentication page (e.g. Access D) or a page that requires the entry of confidential information. If you receive such an email, forward it to protection@desjardins.com and delete it. For more details, visit the desjardins.com/hameconnage. | |
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