Upcoming Webinars
To help you plan and prepare for retirement, we offer the following webinars:
Get Ready for Retirement Webinar
Intended for all staff, and of particular interest to those members approaching retirement. Topics will include:
- How much will I need at retirement?
- Understanding the importance of planning for your retirement,
- Overview of the retirement options and decisions you will need to make, and
- Tools to assist you in determining if you will have sufficient money at retirement.
- Which benefits are available post-retirement?
Decumulation Webinar
Intended for staff who are approaching retirement and the payout phase of their careers. Topics will include:
- What are the risks associated with the "decumulation"/payout phase of retirement?
- Cash flow requirements, inflation and purchasing power, rates of return, longevity risk
- What are the settlement and investment options available to me?
- How to review your investment strategy and choose an investment dealer or representative?
- What are my sources of income during retirement? Which should I withdraw first?
Presentation slides
Copies of the slides used in the various presentations are available for your viewing. You are cautioned that the information provided in the various presentations may not adequately address your individual needs and circumstances and does not constitute financial advice. You should also consider obtaining investment advice from an appropriately qualified individual in addition to using any information contained in these presentations. You may also wish to register for one of Sun Life's Financial Wellness Webinars.
