Attention Variable Pension Benefit Members: Important Year-end Payment Information

As 2024 comes to a close there are timelines you need to be aware of for submitting lump-sum payment requests to ensure your payment is processed within the 2024 tax reporting period.
Read on
Home
news2

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.

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 - 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.

Module 4 - Retirement Income Options
Things change over time. This section will cover, on a high level, retirement income options that are currently available with your PEPP plan.

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