With the smell of spring in the air and for sale signs popping up on front lawns, no doubt clients are starting to ask, is it time to save for a house? Of course, a million other questions generally arise like, can I afford a house? How do I save? What do I do? If you’ve got clients asking for direction, join your host Joseph Trozzo, Vice President, Investment Sales, at Equitable® along with Equitable’s own, Chris Petroff CPA CMA, Product Manager, Savings and Retirement to learn how Equitable can help you set clients up for success, when it comes to purchasing their first home.   Why Attend? This informative session will cover all the ins and outs of first-time home ownership,  •   from potential sources of funds to tax implications,  •   withdrawal rules, and  •   so much more.  You’ll get a deep dive into the various account types available through Equitable with segregated funds and DIA/GIA, and a comparison of each account type. We’ll also touch on mortgages, investment time horizon and other considerations, including specific case studies to help equip you with all the knowledge necessary to help clients purchase a first home.  Register today to secure your spot! Date: Wednesday, May 21, 2025 Time: 2 p.m. ET/11 a.m. PT  Duration: 1 hour Continuing Education Credits This webcast has been accredited for 1.00 Life continuing education (CE) credit for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council.  To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. This webcast is available in English only. Date posted: May 8, 2025