2025 Financial Wellness Webinars

November 21, 2024

We’re pleased to introduce the second half of 2025 Financial Wellness webinars. This summer we sent out a communication about changing to the “rolling” approach with the Financial Wellness webinar series and some other important updates. We also shared the schedule for the first half of 2025. In this communication you’ll find updated collateral with the full year agenda.

New topics offered in 2025:

1. Making the most of your retirement with Sun Life

Ever wondered what retirement is really like? Join this panel discussion as we walk through some of the top questions, concerns, and surprises that retirement can bring. Focusing on more than just the financial aspects of retirement, this session will also look at physical and mental components of retirement. Our licensed consultants explore:

  • Common questions you may have about managing your retirement.
  • The stages of retirement: “where are you now?” and “what happens next?”.
  • Recent enhancements and features of decumulation at Sun Life.

2. Financial planning for the modern family

From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex. Join us as we discuss potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.

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 can be found at sunlife.ca/mymoney.

Questions?

Please contact your Sun Life Group Retirement Services representative.