Workplace Solutions   RSP season presents a unique opportunity for financial advisors to expand their business, deepen client relationships, and offer high-impact solutions that improve employee financial wellness. This session will explore: ✅ Why Group Savings Plans (GSPs) are more relevant than ever ✅ How to leverage RSP season for client engagement ✅ […]

  Join us for an exclusive webinar designed for IDC WIN advisors to explore how Psyvitaliti’s evidence-based CBT can help your clients tackle stress, anxiety, relationship challenges, while enhancing your value as an advisor. What you'll learn: ➡️What CBT is and how it works ➡️Bridge the EAP usage gap and strengthen relationships using CBT ➡️ROI of mental […]

See how Common Wealth + IDC WIN help you add group savings with confidence. In this session, we show how Common Wealth helps make group savings plans straightforward and profitable—for you and your clients. You’ll learn how to confidently add group savings to your offerings and see how partnering with IDC WIN enhances the Group […]

IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — […]

IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — […]

IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — […]

IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — […]

IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — […]

IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — […]

What does meaningful support for women at work truly look like and why should it matter to everyone? Join Marni Hefner as she hosts a valuable discussion led by RBC Insurance designed for women, men, and anyone shaping a more inclusive workplace. The session will explore real-life perspectives and actionable ideas for humanizing benefits and […]

  CBT is more than a therapy buzzword—it’s a practical, evidence-based approach advisors can understand, use, and recommend. Join Psyvitaliti for a hands-on workshop that demystifies CBT and shows how it can support both advisors and their clients in real-world situations. CLICK TO REGISTER

From first turn to final destination: Benefits, designed right The benefits landscape is shifting fast. With new pressures across workforce needs, technology, healthcare, and drug innovation, advisors are being pushed to move beyond traditional models and deliver value in more strategic ways. At Symposium 2026, we’ll explore how advisors can stay ahead by embracing a […]