PEPP - BUILD Full Day (Includes all four modules) (Virtual)

This workshop is for mid-career members and is designed to help you understand how your pension fits into your overall financial wellness.

Module 1 - Let’s make a plan
This module will introduce you to your go to contacts at Plannera, explain some of the services Plannera offers, and set you on the path to creating and updating a financial plan.

Module 2 - Putting it all together
This module will discuss other sources of income you will have in retirement and things you should consider when making investment decisions. It will also cover tax considerations and pension legislation around your marital status.

Module 3 - PEPP Investment Options
This session will help you understand the basics of your pension plan and describe the investment options that are available to you.

Module 4 - Retirement Income Options
Things change over time. This section will cover, on a high level, retirement income options that are currently available with your PEPP plan.

Need more information? Contact one of our RICs at 306-787-3170 or ric@plannera.ca