COURSE 2: BUILD your retirement plan
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 MEPP Member, you are welcome to attend any of the three 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.
This workshop is for mid-career members and is designed to help you understand how your pension fits into your overall financial wellness.
Module 1 - Let’s make a plan
This module will introduce you to your go to contacts at Plannera, explain some of the services Plannera offers, and set you on the path to creating and updating a financial plan.
Module 2 - Putting it all together
This module will discuss other sources of income you will have in retirement and things you should consider when making investment decisions. It will also cover tax considerations and pension legislation around your marital status.
Module 3 - Build a plan & Prepare to retire
Designed for: Mid to Late-career members
This workshop is for mid to late-career members and is designed to help you understand in detail how your pension fits into your overall financial wellness.
You will learn about all aspects of your financial plan with a focus on retirement income options. Topics include:
- saving and debt management
- tax planning and estate planning
- retirement income options
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.