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| | Register for all webcasts and watch them on demand Oops, we made a mistake! Our last email had an error in the registration link. We kindly ask you to re-register using the new link in the banner above or in the link down below. We thank you for your understanding and look forward to seeing you on Discovery Series and Master Class. We thank you for your ongoing support! The Discovery Series Success in Succession - The Family Enterprise Blueprint | |
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| | Tammy Buss CLU, CH.F.C, CFP, TEP Family Enterprise Advisor
at BlueRoots Inc. |
| | March 12 @ 1PM EST
CE Credits: 1.0* Join Tammy Buss, a distinguished expert in family business succession, in this insightful ON24 webcast. Gain practical insights into family communication, decision-making, and the innovative 5 Pay Participating Whole Life and Universal Life Insurance from Desjardins. Elevate your knowledge, earn CE credits, and navigate the complexities of family enterprise with Tammy's strategic blueprint. |
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| | The Master Class Series Master Class: Keyperson Insurance
Planning – The Role of CI Protection | |
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| | Maxime
Lemire-Osborne Living Benefits
Expert | | Suzanne
Smith-Demers Senior Financial Planning
Consultant | | Kathryn Bennett Senior Legal and
Estate Planning
Consultant |
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| March 26 @ 1PM EST
CE Credits: 1.0* Explore the dynamic intersection of risk management and keyperson critical illness insurance in our upcoming ON24 webcast. Tailored for advisors working with incorporated business owners, this session is a deep dive into the essential considerations for safeguarding businesses from potential financial setbacks due to critical illness or loss of a key shareholder or employee. Join us for a fast-paced discussion covering fundamental features, case studies, and crucial insights to enhance your risk management strategies. REGISTER HERE |
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| | Discovery Series and Master Class is offered by: 
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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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*DFS means Desjardins Financial Security.
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 https://www.desjardins.com/hameconnage. | |
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