Financial and 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.

Click the plus sign next to the session title 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

2022 Date TBA

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:

2022 TBA

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:

2022 Date TBA

Online Enrollment

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

Public Service Pension Plan

PSPP 101

Learn about your Public Service Pension Plan (PSPP).

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.

2022 Dates TBA

This Enrollment will open 4 weeks prior on the Learn Centre.

Preparing For Your Retirement

Learn about retirement and your Public Service Pension Plan (PSPP).

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.

January 25, 2022

This Enrollment will open 4 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 23, 24 and 25, 2022

*Normally a full day workshop, due to the COVID pandemic the workshop will be delivered online, in three 2.5 hour sessions.

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

January 26, 2022

Enrollment will open 4 weeks prior on the Learn Centre.