Each autumn we look forward to connecting with you at our annual WP Fall Roadshow.
Expanding on what we learn at our June Conference, we’ll engage with a variety of concepts around emotional and financial wellbeing, including organizational health, pension and tax matters, retirement and government benefits. Join us for a day of important and insightful conversation.
To register, simply click the link below for your location of preference and you’ll be guided through the process.
Join us!
Sudbury - October 23
Burlington - November 6
Sample Agenda - Sudbury & Burlington
Morning
Retirement Benefits – Government update
Canada Pension Plan – Changes, in context to First Nation pension plans and coordinated formulas
The retirement landscape – Where will retirement income come from for First Nations employees
Revisiting retirement conceptually – Financial archetypes
Capital Accumulation Plan (CAP) Guidelines – New + amended guidelines in context to pension plans. What you need to know.
The role of engagement and unpacking attitudes – Pension-specific
Lunch
Pension member engagement – The value of electronic engagement, what studies show, engagement options
Group Benefits: Plan Administrators’ checklists and best practices
Break
Year-end market review
Thank you and prize draw
