The Great Wealth Transfer: What you need to know
This webinar will highlight:
- The refreshed Wealth Transfer Guide
- A new client‑facing page to support succession planning
- Targeted emails, digital content, and videos designed to help you spark client engagement
May 14, 2026 | |
1:00 pm (EDT) | |
Virtual |
Speakers
Jess Thorgeirson
Sales director, Investments
Joseph Cseh
Sales director, Investments
Joseph is the Sales Director for investments serving Manitoba and Saskatchewan. His education background includes an Executive MBA, a Bachelor of Arts in Economics, and the Chartered Investment Manager designation.
Joseph has been working with iA Financial Group since 2017. His role includes communicating with advisors and MGAs on the current strategies used by iA’s portfolio managers’, producing investment proposals, and acting as a liaison between advisors and iA’s Advanced Tax and Financial Solutions Team
Learn more about the event
We are pleased to invite you to a two part “Let’s Learn” webinar series designed to equip you with the latest updates, tools, and insights to elevate your client conversations this spring.
This webinar (part 2) will highlight:
- The refreshed Wealth Transfer Guide
- A new client‑facing page to support succession planning
- Targeted emails, digital content, and videos designed to help you spark client engagement