Events Calendar
Western Pride Games
July 17, 2019
Blueberry Picking Trip
July 23, 2019

Full-Day Financial & Pre-Retirement Planning Workshop

Thursday, May 16, 2019
1:00 am

Full-day Financial and Pre-retirement Planning Workshop

Plan your journey to retirement! The sessions are facilitated by an external consultant who will lead an unbiased discussion of the role of the Western pension, government pensions and private savings in retirement income planning. Additional topics may include preparing for the transition into retirement, investing in retirement, and tax planning.

NOTE: Participation in the full-day workshop is intended only once in your career. Please contact Human Resources if you wish to discuss the timing of your attendance. As well, Human Resources recommends that employees be supported in attending this session by being granted paid time off to attend where the session occurs during an employee's normal work hours. Approval for time away from work is at the discretion of the leader and subject to the needs of the unit.

Registration is open for the full-day pre-retirement planning workshop. 2019 workshops are on the following dates:

  • Wednesday, February 6, 2019
  • Thursday, May 16, 2019
  • Wednesday, August 14, 2019
  • Tuesday, October 29, 2019

Who should attend: Faculty and Staff members aged 45 plus who are considering retirement within the next 10 years. The sessions are open to all members of the Academic and Administrative Staff pension plans. Spouses are welcome and are encouraged to attend with the plan member. If your spouse will be joining you and is also an employee they should register themselves as outlined below. If your spouse is not an employee please register yourself as outlined in the instructions below and email.

To Register: Log in to My Human Resources, choose Training, then Enroll in Internal Training Courses. Search by Course Name Retirement or by Course Number RETWFD. NOTE: If a session date listed above does not appear when you login it means the session is already full. You may check back later or email to be placed on a waitlist.

Read detailed registration instructions.


Powered by Blackbaud
nonprofit software