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Learning Events
Courses
PEPP offers a series of workshops geared toward your age and career stage. The workshops will guide you along your path to retirement. As a Plan member, you are welcome to attend any of the four workshops.
While all of the modules for each workshop are designed as standalone sessions, taking the complete set of modules in chronological order for multi-module sessions will offer you the most benefit.
To attend a workshop during working hours, you must obtain approval for your employer. You are responsible for your accommodations, transportation or meals, if applicable.
It's easy to register! Find the workshop you are interested in attending, select the session in the Course Schedule section and complete the registration form.
Note: registrations close 48 hours before each seminar.
Course Presenters
Combined with decades of financial planning services, our Retirement Information Consultants are here to serve your best interests.
LEARN about your pension plan
Designed For:
- New PEPP Members
- Anyone new to pension plans or financial planning
Course Format
Single module
Course Duration
3.5 hrs
Course Overview:
- learning about your defined contribution pension plan
- understanding of your PEPP investment options
- managing debt and personal taxes
Course Details:
Learn the basics of managing your finances and how your pension fits into your overall financial plan.
This session is for members new in their career. You will learn why starting to plan early can improve your overall financial wellness and set you up for the retirement your envision for yourself.
BUILD your retirement plan
Designed For:
- Mid-career PEPP members
- Anyone wanting to understand how PEPP fits into your overall financial wellness
Course Format
4 modules
Course Duration
7.5 hrs.
Course Overview
- learn how to create and maintain a financial plan
- discover your sources of retirement income
- tax considerations
- learn about your defined contribution pension plan
- understand your PEPP investment options
- learn about retirement income options in PEPP
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.
PREPARE to retire
Designed For:
- PEPP members late in their career
- Anyone wanting to understand the retirement process
Course Format
4 modules
Course Duration
maximum 7.5 hrs.
Course Overview
- learn about your defined contribution pension plan
- understand the investment options available to you in PEPP
- learn about the retirement income options in the Plan
- budget considerations in retirement
- other sources of retirement income
- tax planning considerations
- wills, estates and powers of attorney
Module 1
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 2
Retirement Income Options
This section will cover in depth the retirement income options that are available with your PEPP plan.
Module 3
How it all comes together
This module will help you with your budget considerations in retirement and investigate in more detail the various sources of income you may have such as the Canada Pension Plan, Old Age Security and other potential investments.
Module 4
The money and beyond
This session will provide you with information on tax planning considerations and ask you to reflect on other aspects of your financial picture. Topics will include wills and estates, powers of attorney and other topics to help get your financial house in order.
ENJOY your retirement
Designed For:
- Retired PEPP members that have turned their PEPP account into the Variable Pension Benefit (VPB)
- Anyone wanting to continue to focus on their financial wellness by staying informed
Course Format
Single module
Course Duration
3 hrs.
Course Overview:
- review your Variable Pension Benefit
- understand the investment options available to you in PEPP
- other sources of retirement income
- estate planning
- tax planning
Course Details:
Learn the basics of managing your finances and how your pension fits into your overall financial plan.
This session is for members new in their career. You will learn why starting to plan early can improve your overall financial wellness and set you up for the retirement your envision for yourself.