On this page you'll find all you need to offer financial education sessions to plan members. These sessions can help them grow their knowledge and take control of their money, no matter how much they already know. Topics include money management, investing, retirement planning and more. You can also use the marketing materials provided below to organize and promote these education sessions.
Enrolling in your workplace plan
This seminar is for pending, or newly enrolled plan members. The session will show them how easy it is to get set up and start saving.
Value of your workplace plan
This seminar covers a variety of topics including an overview of the design of your workplace savings plan, investment options, and a review of the various tools and resources.
Key messaging could include taking advantage of voluntary products and information on enhancements to the plan
5 steps to boost your financial health
In this education session your employees will learn how to assess their current financial situation, create goals, make a budget, and keep their finances healthy.
Download the marketing package for 5 steps to boost your financial health.
Reviewing your financial roadmap
Whether an employee is just starting out on their career, or thinking about their retirement, in this session they will learn how to build a financial roadmap to guide them through their journey, including ways to minimize taxes.
Download the marketing package for Reviewing your financial roadmap.
Save for retirement now
The focus of this webinar is to introduce plan members to retirement planning. How much will retirement cost? Where will the money come from? This session will explore answers to these and other questions.
Where there’s a will, there’s a way
Want to help your employees understand how to protect their assets and family as part of their overall financial plan? This session will help to find out what happens if someone passes away without a will, what a power of attorney is and how to minimize taxes at death.
Download the marketing package for Where there’s a will, there’s a way – Common-law provinces.
Your health and your wealth
Money may not buy happiness, but the relationship with it can affect one’s health. Offer this session to your employees to explore the connection.
Download the marketing package for Your health and your wealth.