Retirement planning seminars
Seminars that equip your plan members with the insights they need to approach retirement with confidence and allow you to maximize the perceived value of your retirement and savings plans
Since 2008; delivered to large and small organizations sponsoring both DB and DC plans, helping employees in all career stages - from hire to retire.
Integrated curriculum sets employees up for success
Our seminar series integrates multiple experts and subjects to empower every employee to maximize income potential and savings at retirement.
Led by subject matter experts
A diverse group of instructors – from lawyers and actuaries to health professionals and transition counsellors – provide a holistic view of what employees need to know about retirement planning.
Unbiased – we don’t sell any specific financial products, and are not associated with anyone who does
Qualified – an expert lens on each topic
Informed – bridging both national and local perspectives
Providing the right tools
Our bilingual seminars and webinars can be customized with your organization’s pension and savings information.
Making the right moves before retirement
Understanding income sources
Budgeting for retirement
Setting and achieving retirement savings goals
Discerning future benefits and insurance needs
Proactive estate planning
Lifestyle transitions post-career
Maintaining health and wellness throughout retirement
Participants have said:
“Very useful despite the fact that I am far from retiring. We keep hearing Canadians carry too much debt and don't save enough… this encourages more prudent financial management. Thanks!”
“I've been here eight years, and I now finally understand [our retirement savings program]."