ÌÇÐÄVlog

Sun Life is hosting a session, exclusive to ÌÇÐÄVlog, about preparing for your retirement, beyond the numbers. Join us to explore the physical, mental and financial aspects of retirement planning, including how to create a retirement budget, make your money last and navigate common surprises like adjusting to life after work.

• Wellness Rewards Code: PREP26. Are you new to Wellness Rewards? Learn more here.

Are you starting to think about your retirement from ÌÇÐÄVlog and wondering what steps are needed to transition from working at ÌÇÐÄVlog to retirement? Hosted by Bekki Ollson from ÌÇÐÄVlog Human Resources, this session will cover the practical details, including providing notice, support from ÌÇÐÄVlog and Sun Life, benefits, and more!

• Wellness Rewards Code: R101M13. Are you new to Wellness Rewards? Learn more here.

Join us as we reconnect with five ÌÇÐÄVlog retirees - faculty and staff who retired five to 20 years ago. Hear from their experiences, from pension decisions to staying active and connected and their advice for life after ÌÇÐÄVlog.

Panelists:

Deborah Acton, Retired from ÌÇÐÄVlog Libraries (2017)
Carol Agocs, Professor Emeritus, Department of Political Science (2005)
Robert Corless, Professor Emeritus, Applied Mathematics (2019)
Alex Kulczycki, Retired from Facilities Management (2020)
Ruta Lawrence, Retired from Housing and Ancillary Services (2017)

• Wellness Rewards Code: INSTM14. Are you new to Wellness Rewards? Learn more here.

This topic is best suited to anyone who’s just starting to learn or needs help managing their savings.

• Wellness Rewards Code: SAVEM21. Are you new to Wellness Rewards? Learn more here.

The focus of this webinar is to introduce you to retirement planning. How much will retirement cost? Where will the money come from?

• Wellness Rewards Code: RETM5. Are you new to Wellness Rewards? Learn more here.

There are a variety of family structures today and each has unique needs. Join us as we discuss potential pitfalls and the importance of tailoring a financial plan to your unique situation.

• Wellness Rewards Code: MODM13. Are you new to Wellness Rewards? Learn more here.

Helpful for all (10 min)

This video discusses saving for your future and the tools and services available to support that goal. Topics include sources of retirement income (government, employer pension, personal savings), examines key features of your ÌÇÐÄVlog pension plan, and points you to tools, resources and Customer Care options to help you get answers to your questions.

Designed for those in early or mid-career (11 min)

The video offers a good overview of how to save for your future and the tools and services available to support that goal. It will cover sources of retirement income and give you a closer look at ÌÇÐÄVlog’s Pension Plan and how to get the most from it. It will also show you the impact of starting early!

Helpful for all

Rebalancing the asset mix in your account is a recommended way to help manage risk. This session, recorded by the ÌÇÐÄVlog Pension Board's investment consultants at Mercer Canada, will help you understand what it means to rebalance and how you can do it in your Sun Life account.

 - updated October 2023

Helpful for all (11 min)

This recorded session reviews investment fundamentals around market volatility. It can help you understand your comfort with risk, help you focus on your end game, and diversify to help protect your investments. It can also show you resources and services available when you need information and advice.

Designed for those in mid or late career (17 min)

Part 1 of this series has a focus on the six to fifteen years prior to retirement, planning for your desired retirement lifestyle, reviewing expenses and creating a budget. You'll examine government sources of income, types of pension and savings plans, and vehicles for converting savings to income such as LIF/RIFs, annuities, etc.

Designed for those in mid or late career (13 min)

Part 2 focuses on the 10 years prior to retirement, covering risks (longevity, inflation, market downturns, unexpected events), the income options to mitigate those risks, and the features of each. Government benefits will also be explained as well as steps to take to plan for lifetime expenses and income.

With a focus on the Sun Life Retirement & Savings Plan for ÌÇÐÄVlog Retirees, this video uses a case study to convey possible income sources, available accounts (such as RIF/LIF, RRSP, etc), provides information about fees, sources of government income, and reviews the supports available to help you with your plan.

Designed for those in late career (12 min)

With a focus on the Sun Life Retirement & Savings Plan for ÌÇÐÄVlog Retirees, this video uses a case study to convey possible income sources, available accounts (such as RIF/LIF, RRSP, etc), provides information about fees, sources of government income, and reviews the supports available to help you with your plan.