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Workshop Presentations

Sessions are facilitated by our Retirement Information Consultants who are CERTIFIED FINANCIAL PLANNER® or QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals.

To attend a workshop you may need to obtain approval from your employer.

If you require more information, please contact one of our consultants at 306-787-3170 or ric@plannera.ca.

As a PEPP Member, you are welcome to attend any of the four workshops in the Your Path to Retirement series. It’s easy to register! Please select the “Event Type” menu to choose between virtual and in-person workshops. Find the event you are interested in and complete the online registration form. Registrations close 48 hours prior.

If you are late in your career, this workshop is the one for you. In this webinar, you will focus on the retirement process.

Module 1 – How it all comes together
This module will help you with your budget considerations in retirement and investigate in more detail the various sources of income you may have. The webinar will include topics such as the Canada Pension Plan, Old Age Security and other potential investments.

Module 2 – The money and beyond
This session will provide you with information on tax planning considerations and ask you to reflect on other aspects of your financial picture. Topics will include wills and estates, powers of attorney and other topics to help get your financial house in order.

Module 3 – PEPP Investment Options
This session will help you understand the basics of your pension plan and describe the investment options that are available to you. Our Retirement Information Consultants (RICs), who are CERTIFIED FINANCIAL PLANNER ® professionals, will address how your needs may change in retirement, and how your strategy may adapt to reflect that.

Module 4 – Retirement Income Options
This section will cover in depth the retirement income options that are available with your PEPP plan. After reviewing the options our RICs will discuss why you might choose one over the other, and how your plan may evolve over time.

While all of the modules for each webinar are designed as standalone sessions, taking the complete set of modules in chronological order will offer you the most benefit.

Need more information? Contact one of our RICs at 306-787-3170 or ric@plannera.ca.