Workshops & Consultations – What are you waiting for?

As a MEPP member, it just makes sense that you tap into this invaluable resource.

Key takeaways:

• The schedule of upcoming workshops is always available on the MEPP website. If you’d like to review the workshop outline and register, you can do it at through our learning events page.
• Workshops are facilitated by our Financial Planning Team, who are QAFP™ and CFP® professionals.
• Workshops are customized to age and stage of career – early career, mid-career, approaching retirement and in retirement.
• You can also book an individual consultation with a member of our Financial Planning Team to do a deeper dive into your personal financial situation.

Why are we doing this?

We offer these workshops and individual consultations to you to support your financial wellness. We want you to know that achieving retirement goals is a life-long endeavour – and your pension is just one consideration. It’s all about growing your personal financial comfort and confidence.

Here are seven interesting things that are explored in workshops:

1. Understanding your current financial situation: Where do I spend my money? How much can I save?
2. Knowing your financial goals: Am I paying down debt? Where am I trying to get to?
3. Managing debt: How much do you have? How are you paying it off?
4. Other savings vehicles and optimizing tax: RRSPs or TFSAs? Which one is best for you?
5. Planning for unknowns: What if you get sick and can’t work? How does insurance fit in?
6. Retirement timing: How long will your money last? What sources of income will you have?
7. The ins and outs of Canada Pension Plan and Old Age Security: Should you take it early? Should you delay?

Don’t just take our word for it, here are some comments from members that have taken advantage of these service offerings.

“I needed a kick in the pants to start keeping track of my spending and to know how much I can save and where it should be going...retirement.”

“I expect this day will make a huge financial difference for me in the future.”

“Very helpful with planning for my future.”

“It should be mandatory for all staff when they enter a pension plan.”