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.

2017 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
Tuesday, March 14         12:00-1:00 pm
February 21 Closed

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 9     12:05-12:55 pm

    Part 2: Tuesday, May 16   12:05-12:55 pm

April 18 Closed 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
Thursday, September 7        12:05-12:55 pm
Closed

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
Thursday, March 9             8:30am - 4:30pm
January 23  Closed
The Learning Shop
Tuesday, June 6                8:30am - 4:30pm
May 1   Closed
The Learning Shop
Wednesday, October 18      8:30am - 4:30pm
September 6
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

Wednesday, February 15

UAPP: 10:00 - Noon

PSPP: 1:00 - 3:00 pm

January 11  Closed

Thursday, August 17

UAPP: 9:00-11:00 am

PSPP: 1:00 - 3:30pm

July 10  Closed


UAPP

PSPP

 

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