Financial and Retirement Planning

As part of the University's commitment to the continued wellbeing and development of its employees, Human Resource Services coordinates and organizes regular financial planning and pre-retirement sessions for academic and support staff.

For an outline of the session, please click on the session title. Click the plus sign next to the session for date, time and registration information.

Note: Presenters will adhere to the session specific content so please select those sessions that best suit your needs.

Estate Planning
Lunch and 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 and Time

Date: September 18, 2019 12:05-1:10 pm

Online Enrollment

Enrollment for this Lunch and Learn opens August 20, 2019 on the LearnCentre.
Financial Planning
Lunch and Learn
- Geared toward those in their 20's and early 30's
- Provides some basic financial planning knowledge
Date and Time:

Thursday, March 21 12:00-1:00 pm

Online Registration

Click Register Now! to enroll in this Lunch and Learn - Registration Opens: February 20
Financial Planning for Retirement
Two-Part Lunch and Learn
- 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 and Time:

Part 1: May 14, 2019 12:05-12:55 pm
Part 2: May 21, 2019 12:00-1:15 pm

Online Enrollment

Enrollment for this two-part Lunch and Learn opens April 23, 2019 on the LearnCentre
Public Service Pension Plan - Information Seminar
Informational Seminar
- Learn about your Public Service Pension Plan (PSPP)
- Topics will include benefits, when you can retire, pension plan options, and sample pension calculations
- July 2020
  Time: 1:30 - 4:00 pm
  
  Enrollment will open 6 weeks prior on the Learn Centre.
- March 2020
  Time: 9:00 - 11:30 am
  Enrollment will open 6 weeks prior on the Learn Centre.
- November 2020
  Time: 9:00 - 11:30 am
  
  Enrollment will open 6 weeks prior on the Learn Centre.
Retirement Planning
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
- February 2020
  Time: 8:30 am - 4:30 pm
  
  Enrollment opens 6 weeks prior on the Learn Centre
- June 2020
  Time: 8:00 am - 4:00 pm
  
  Enrollment will open 6 weeks prior on the LearnCentre
- October 2020
  Time: 8:30 am - 4:30 pm
  
  Enrollment will open 6 weeks prior on the LearnCentre
Universities Academic Pension Plan - Information Seminar
Informational Seminar
- Learn about your University Academic Pension Plan (UAPP)
- 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
- July 2020
  Time: 9:00 - 10:30 am
  
  Enrollment will open 6 weeks prior on the Learn Centre.
- March 2020
  Time: 1:30 - 3:00 pm
  
  Enrollment will open 6 weeks prior on the Learn Centre.
- November 2020
  Time: 1:30 - 3:00 pm
  
  Enrollment will open 6 weeks prior on the Learn Centre.

Retirement Planning

Assistance Program Provider (EFAP, GSAP, PDAP)

Phone: 780-428-7587
(To make an appointment, call 24 hours a day, 7 days a week, 365 days a year)

Human Resource Services

Sarah Flower
University's Assistance Program Administrator
Phone: 780-492-2249
Email: sarah.flower@ualberta.ca

Human Resource Services
Organizational Development, Equity and Health (ODEH)

Phone: 780-492-0207
Fax: 780-492-0798
Email: org.health@ualberta.ca

University of Alberta

Faculty and Staff

Financial and Retirement Planning

Quick Links

Assistance Program Contact Information

Contact Us