Learning Events
Courses
PEPP offers a series of learning events tailored to your age and career stage, designed to guide you along your path to retirement. As a Plan member, you can attend any of the four sessions.
Each session is designed to stand on its own, but taking them in order will provide the greatest benefit.
If you plan to attend during working hours, you must get approval from your employer. You are responsible for any costs such as travel, accommodation, or meals.
Registration is simple—choose the session you’re interested in from the Course Schedule and complete the registration form.
Note: registrations close 48 hours before each seminar.
Course Presenters
LEARN about your pension plan
Designed For:
- New PEPP Members
- Anyone new to pension plans or financial planning
Course Duration
1.5 hrs.
Course Overview:
- learning about your defined contribution pension plan
- understanding your PEPP investment options
- making voluntary contributions
- designating beneficiaries
- using your online account
Course Details:
This session is for members new in their career. It provides you with an overview of your defined contribution pension plan, including how it works and how investments affect your retirement savings. It covers the investment options available to you, the impact of making voluntary contributions to boost your savings, and the importance of designating beneficiaries. You'll also learn how to use your online account to manage and monitor your pension.
BUILD your retirement plan
Designed For:
- Mid-career PEPP members
- Anyone wanting to understand how PEPP fits into your overall financial wellness
Course Duration
2.5 hrs.
Course Overview
- calculating your net worth
- debt management
- risk management
- estate planning
- retirement income sources
- understanding your PEPP investment options
- pension legislation
Course Details:
This session is for members in their mid-career. It provides you with an overview of personal financial planning and pension knowledge and covers how to calculate your net worth, manage debt, and understand risk management strategies. You'll learn the basics of estate planning and explore different retirement income sources. The session also explains PEPP investment options and outlines key pension legislation to help you make informed financial and retirement decisions.
PREPARE to retire
Designed For:
- PEPP members late in their career
- Anyone wanting to understand the retirement process
Course Duration
4 hrs.
Course Overview
- How your PEPP account works
- Asset classes within PEPP investment options
- PEPP retirement income options
- government retirement income benefits
- personal investments
- calculating your net worth
- budgeting
- estate planning
Course Details:
This session is for members late in their career. It provides you with an overview of financial planning and retirement readiness. It covers managing your PEPP accounts (contributions, transfers-in and investment growth) and explains the asset classes within each of PEPP's investment options. The session will outline the retirement income options available to you in PEPP (Variable Pension and Lifetime Pension) and how they can work together for you. You'll learn about government benefits (CPP and OAS) and how your personal retirement savings like RRSPs and TFSAs contribute to your financial security. This session will explore calculating your net worth, budgeting effectively, and the basics of estate planning to support your long-term financial well-being.
ENJOY your retirement
Designed For:
- Retired PEPP members that have turned their PEPP account into the Variable Pension or Lifetime Pension
- Anyone wanting to continue to focus on their financial wellness by staying informed
Course Duration
3 hrs.
Course Overview:
- review your Variable Pension
- understand the investment options available to you in PEPP
- other sources of retirement income
- estate planning
- tax planning
Course Details:
This session is for members who are already retired. It focuses on the importance of continuing to plan during your retirement with PEPP. You’ll learn how your Variable Pension works and how it can be combined with the Lifetime Pension to provide you with a flexible and stable retirement income. The session also covers PEPP investment options, other sources of retirement income, and basic estate and tax planning to help you make confident financial decisions.