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PDF version Register for iA's upcoming wealth presentation webinars this month: The Digital Advisor Experience and Position ESG Opportunities
October 19th, 10:00 am PST
Register at https://zoom.us/webinar/register/WN_iccF93oHQ6iM6-kSzsq71g
iA Financial Group - The Digital Advisor Experience
In the fast paced world, the value of time can not be measured and it’s important to know how to use it wisely. Join your iA Investment Sales team to discover iA Financial Group's digital resources and how to utilize them effectively to save you time and grow your book of business. During this session, we will review tools available on the Advisor Centre including EVO Savings electronic applications, Business Tracker for transaction follow up and various financial calculators including our Estate Cost Comparison Tool. We will also highlight our iA Web Showcase platform that will not only help increase your visibility through Social Media but will also grow your clientele digitally.
October 26th, 10:00 am PST
Register at https://zoom.us/webinar/register/WN_ge1nOJf6T_KbNQZpNnJEUA
iA Financial Group – Position ESG Opportunities
Join Kendall Harris, Director of Sales, to learn how iA Financial Group is leading the way in responsible investing with our newest fund additions. We will discuss how to incorporate ESG investment options into your client conversations and provide more education around the pillars of ESG investing. In addition we will outline iA Financial Group’s 4 new ESG funds from iAIM, Fidelity and Wellington.
Don't forget to register now to participate in the iA Savings & Investment conferences!
NATIONAL SAVINGS CONFERENCE | Shaping success
November 2nd, 10:00 am PST
Virtual, live from the studio
Register at https://ia.ca/savingsconferences
