Pre-Retirement

As part of the University's commitment to the continued well-being and development of its employees Human Resource Services coordinates and organizes regular pre-retirement sessions for academic and support staff.

2018 Financial and Retirement Planning Sessions

Please select the session that best suits your needs. Presenters will adhere to the session specific content.

Financial Planning - Lunch and Learn
  • Geared toward those in their 20's and early 30's
  • Provides some basic financial planning knowledge
Session Date and Time
 Online Registration Opens
Register
Wednesday, March 7    12:00-1:00 pm
February 21

Financial Planning for Retirement - Two-part Lunch and Learn
  • Aimed at those in their late 30's to early 50's (more than 10 years away from retirement)
  • Provides financial planning knowledge needed to reinforce the importance of planning for retirement now
Session Dates and Time
 Online Registration Opens
Register

            

    Part 1: Tuesday, May 15          12:05-12:55 pm

    Part 2: Tuesday, May 22          12:00 - 1:15 pm

TBD The Learning Shop

Estate Planning - Lunch and Learn
  • Meant for all employees, regardless of age
  • Provides some of the basic estate planning knowledge needed in the event of death or disability
Session Date and Time
 Online Registration Opens
Register
TBD            12:05-12:55 pm
TBD

The Learning Shop


Retirement Planning - Workshop
  • Intended for those 50+ or 5 to 10 years from retirement
  • Provides details about the emotional aspects of moving to the retirement stage of life as well as financial planning knowledge needed to successfully create income in retirement
Session Dates and Times
 Online Registration Opens
Register
Wednesday, March 14        8:30am - 4:30pm
January 29
The Learning Shop
Thursday, June 28             8:00am - 4:00pm
TBD
The Learning Shop
Tuesday, September 18      8:30am - 4:30pm
TBD
The Learning Shop

Pension Plan Information Seminars
Public Service Pension Plan (PSPP) & Universities Academic Pension Plan (UAPP)
  • Learn about your PSPP - topics will include benefits, when you can retire, pension plan options, and sample pension calculations
  • Learn about your UAPP - the focus will be on plan provisions most relevant to members considering retirement including pension options, retirement dates, and the benefit formula with sample calculations
Session Date and Times
 Online Registration Opens
Register


PSPP

Monday, March 5  1:00-3:30 pm

Wednesday, August 29 1:00-3:30 pm



January 29

TBD


UAPP

Thursday, March 8   9:00-11:00 am

Wednesday, August 29 9:00-11:00 am
 


January 29

TBD



 

The Learning Shop


 

Quick Links

Retirement

 

Contact Us


Organizational Health and Effectiveness
Phone:
780-492-0206
Fax: 780-492-0798
E-mail: org.health@ualberta.ca

 

Payroll & Benefit Services
Email
: benefits@ualberta.ca