2025 Financial Wellness Webinars

July 22, 2024

Several years ago, we created and launched the Financial Wellness webinar series – a first of its kind multi-employer free series of virtual sessions for plan members on various topics related to financial wellness and education. Over the years we’ve made numerous updates and improvements to provide the best plan member experience and their evolving needs.

What’s new

Rolling approach

We’re moving to a “rolling” approach with the Financial Wellness webinar series. Starting this year we’ll be adding session dates twice a year. The goal is to always have 12 months of upcoming sessions posted on the site and available for registration.

As many of you plan for their education on an annual basis we’ll continue to create a flyer with the full year calendar. In addition, we’ll also create a July to June flyer (ex. July 1,2024 – June 30, 2025). We’re hoping this will be helpful for those of you who start their planning in the fall. With this new approach the sessions for the first two quarters of the next year will always be available to them. This also gives us the ability to remove the dates of sessions that have passed on a more frequent basis. To help facilitate this, we’re adding separate registration buttons for topics that are offered multiple times in the year.

Topics

There will be two topic changes in the first half of 2025. We’ll be replacing:

  • “Building a Resilient Retirement paycheque” with “Estate & Taxation: the essentials”, and
  • “Investing: the Essentials” with “Building your wealth through investing”.

We’ll add two brand new topics later in 2025. Stay tuned for the announcement of these in our fall update! We’ll communicate details about the new topics and launch the full 2025 flyer.

We encourage you to help us promote the Financial Wellness webinars with plan members. To help spread the word, we’ve created the following collateral:

Webinar topics, dates, times and registration information for the remainder of 2024 and the first two quarters of 2025 can be found at sunlife.ca/mymoney.

Questions?

Please contact your Group Retirement Services Representative.