University of Alberta

Faculty and Staff

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
    • Thursday, February 28

      Time:     1:30 - 4:00 pm

      Online Registration Opens January 17

      Click the Session Date to Register 

       

    • Thursday, October 24

      Time:     1:30 - 4:00 pm

      Online Enrollment:

      Enrollment opens September 12, 2019 on the LearnCentre

    • Wednesday, June 19

      Time:     9:00 - 11:30 am

      Online Enrollment:

      Enrollment for this seminar opens May 8, 2019 on the LearnCentre

       

  • 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
    • Thursday, July 11

      Time:  8:00 am - 4:00 pm 

      Online Enrollment:

      Enrollment for this full-day workshop opens May 30, 2019 on the LearnCentre

       

       

    • Wednesday March 14

      Time:  8:30 am - 4:30 pm 

      Online Registration Opens February 1

      Click the Session Date to Register

       

    • Wednesday, November 6

      Time:  8:30 am - 4:30 pm 

      Online Enrollment:

      Enrollment for this full-day workshop opens September 25, 2019 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
    • Thursday, February 28

      Time:     9:00 - 10:30 am

      Online Registration Opens January 17

      Click the Session Date to Register

       

    • Thursday, October 24

      Time:     9:00 - 10:30 am

      Online Enrollment:

      Enrollment opens September 12, 2019 on the LearnCentre

       

    • Wednesday, June 19

      Time:     1:30 - 3:00 pm 

      Online Enrollment:

      Enrollment for this seminar opens May 8, 2019 on the LearnCentre

Quick Links
Assistance Program Contact Information

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

Contact Us

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

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