Financial and Retirement Planning

As part of the University's commitment to the continued well-being 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

September 17, 2020, 12:05 p.m.–1:10 p.m. 

Online Enrollment

Enrollment for this Lunch and Learn will be on the Learn Centre.

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:

January 22, 2020, 12:00 p.m.–1:00 p.m.

Online Registration

Enrollment for this Lunch and Learn will be on the Learn Centre.

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 19, 2020, 12:05 p.m.–12:55 p.m.
Part 2: May 26, 2020, 12:00 p.m.–1:15 p.m.

Online Enrollment

Enrollment for this Lunch and Learn will be on the Learn Centre.

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.

March 24, 2020

9:00 a.m.–11:30 a.m.
Enrollment will open 6 weeks prior on the Learn Centre.

July 8, 2020
1:30 p.m.–4:00 p.m.
Enrollment will open 6 weeks prior on the Learn Centre.

November 2020

9:00 a.m.–11:30 a.m.
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 11, 2020
8:30 a.m.–4:30 p.m.
Enrollment opens 6 weeks prior on the Learn Centre.

June 24, 2020
8:00 a.m.–4:00 p.m.
Enrollment will open 6 weeks prior on the Learn Centre.

October 22, 2020
8:30 a.m.–4:30 p.m.

Enrollment will open 6 weeks prior on the Learn Centre.

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

March 24, 2020
1:30 p.m.–3:00 p.m.
Enrollment will open 6 weeks prior on the Learn Centre.

July 8, 2020
9:00 a.m.–10:30 a.m.
Enrollment will open 6 weeks prior on the Learn Centre.

November 2020

1:30 p.m.–3:00 p.m.
Enrollment will open 6 weeks prior on the Learn Centre.