Financial + Retirement Planning
As part of the university's commitment to the continued well-being and development of its employees, Human Resources, Health, Safety and Environment coordinates and organizes regular financial planning and pre-retirement sessions for academic and support staff.
Presenters will adhere to the session specific content so please select those sessions that best suit your needs.
Lunch + Learn
- Meant for all employees, regardless of age.
- Provides some of the basic estate planning knowledge needed in the event of death or disability.
Date + Time
TBD
Online Enrollment
Enrollment for this Lunch and Learn will be on the Learn Centre.
Lunch + Learn
- Geared toward those in their 20's and early 30's.
- Provides some basic financial planning knowledge.
Date
TBD
Online Registration
Enrollment for this Lunch and Learn will be on the Learn Centre.
Lunch + Learn (Two-part)
- Aimed at those in their late 30's to early 50's (more than 10 years away from retirement).
- Provides financial planning knowledge needed to reinforce the importance of planning for retirement now.
Date
TBD
Online Enrollment
Enrollment for this Lunch and Learn will be on the Learn Centre.
PSPP 101
This session is for those new to the plan or those looking to learn more about pension plan basics. Topics will include a plan introduction, contributions, pension formula, beneficiaries, pension partner and taking a look at your pension profile.
Date
TBD
Online Enrollment
This Enrollment will open 4 weeks prior on the Learn Centre.
Preparing For Your Retirement
This session is for those 5 or less years from retirement. Topics will include retirement prep, pension partner and beneficiaries, and pension options as well as looking at your pension profile.
Date
June 7, 2023
Online Enrollment
This Enrollment will open 4 weeks prior on the Learn Centre.
Workshop
Intended for those 50+ or 5 to 10 years from retirement.
Provides details about the emotional aspects of moving to the retirement stage of life as well as financial planning knowledge needed to successfully create income in retirement.
Date
May 30, 31 and June 1, 2023
Online Enrollment
Enroll on the Learn Centre.
Informational Seminar
The focus will be on plan provisions most relevant to members considering retirement including pension options, retirement dates, and the benefit formula with sample calculations
Date
October 5, 2022
Online Enrollment
Enrollment will open 4 weeks prior on the Learn Centre.
