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2025 IDC WIN Slides, Videos and Presentations

IDC WIN Launch, RRSP Wealth Launch, The Reason Why Letter and Discovery Agreements

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Written by WINBIG
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June 17, 2025

Tax and Estate Planning: Exploring Advanced Sales Opportunities
Presenter: Frank Abate & Brad Hyde 


May 20, 2025

The Power of 3 in Family Business Ownership
Presenter: Tammy Buss of blueroots


February 18, 2025

The Reason Why Letter and Discovery Agreements
Presenters: Eric Wachtel and Don Hart


January 8, 2025

IDC Worldsource RRSP & Wealth Team Launch
Hosts: Alex Chan and Graeme Allan
Presenters: Eric Cameron & Patrick Blais (Manulife), Hilda Ng & Maxime Houde (IA Financial), George Iovankas (Desjardins)


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