Webinar Series

Equity Associates Monthly Webinars

Equity Associates webinars are monthly segments which feature fund company representatives, technological tools, internal presentations by head office staff—anything that will help you as a financial advisor and business owner. If there are any topics you would like to see covered, don’t hesitate to send us an email.

 

Upcoming Webinars:

Please check back for upcoming webinars

 

Past Webinars:

July 10th 2013 : Loss Control Webinar

A recap webinar hosted by Equity Associates and presented by Kelly MacDonald, Vice President and Team Leader for Aon Risk Management. The webinar will also cover loss control strategies, and your attendance will make you eligible for a 10% discount on your insurance plan.

 October 2012 4th and 25th: New Corporate E&O Plan Launch 

Equity Associates has launched a new Corporate Errors & Omissions program in conjunction with Aon Risk Management, effective September 2012. All Equity Associates Partners will subscribe to the new plan, and Head Office will facilitate subscriptions and renewals.

The details and the full list of benefits for the plan will be covered in a webinar hosted by Equity Associates and presented by Kelly MacDonald, Vice President and Team Leader for Aon Risk Management. The webinar will also cover loss control strategies, and your attendance will make you eligible for a 10% discount on your insurance plan.

September 2012: Equity Associates Presents “Changing Times…Changing Strategies” 

Carol Bezaire, Vice President of Tax & Estate Planning at Mackenzie Investments, discusses effective ways of navigating new tax and succession legislature.

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August 2012: Equity Associates Presents Heather Corcoran on the Stock & Bond program

Heather Corcoran of National Bank Financial discusses a unique Stock & Bond Referral Platform.

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