Learning Opportunities

Retirement Planning Workshop or How to Prepare Emotionally and Financially for Retirement (for those 50+ or five to ten years from retirement) 

This one day workshop will cover sources of income in retirement, how to make up the difference if there is a shortfall, how to take money from RRSPS and TFSAs, and how to create income from investments. In addition, preparing emotionally for this new and different life stage will be addressed.

Workshop Outline 

Registration Information

Pension Information Seminars (for those preparing to retire)

Two-hour information sessions to learn about your Universities Academic Pension Plan (UAPP) or Public Service Pension Plan (PSPP), presented by the pension plan providers.

Seminar Information 

Registration Information

Taking Control of Your Money e-Course

Trying to pay off your credit card debt? Planning for your retirement? This financial planning e-course, available through the University’s Employee and Family Assistance Program (EFAP), may be of assistance. This self-paced, self-directed learning opportunity can help you in attaining financial peace of mind.   

Course Information 

To register, contact EFAP

Financial Consultation

Paying your child’s tuition? Looking at buying a retirement property? With the University’s Employee and Family Assistance Program (EFAP), staff and faculty members and their eligible dependents can access up to two hours of financial consultation per concern.

More Information 

To book your consultation, contact EFAP

Preparing for Your Retirement e-Course

What will you do to stay physically active in your later years? How will you remain connected to friends and family? How will retirement impact your relationship with our spouse or partner? This e-course, available to faculty, staff and their eligible dependants through the University’s Employee and Family Assistance Program (EFAP) program, might be of assistance. This self-paced, self-directed learning opportunity can help you plan the next chapter in your life.

Course Information 

To register, contact EFAP

Pre-Retirement Planning

Is your retirement plan in place? Can’t decide whether to keep working? Do you want good physical and mental health in later years? Staff and faculty members and their eligible dependants have access to counselling services through the University’s Employee and Family Assistance Program (EFAP) to help you to prepare for your retirement years.

More Information 

To book this service, contact EFAP

Estate Planning Lunch and Learn

Creating a thoughtfully organized estate plan can support you in accomplishing life goals and set your mind at ease.  Participants in this 50-minute Lunch & Learn will gain a better understanding of what defines estate planning.  Special consideration will be given to the risks, insurance and documents associated with the estate planning process.

Session Outline 

Registration Information

Legal Advisory

This EFAP service empowers you with the information and support you need to help you deal with your legal affairs.

More Information 

To book your consultation, contact EFAP