Pension Workshops and Planning Tools

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Choose a workshop based on your life stage:  early_car.jpg Early career     mid_car.jpg  Mid-career     late_car.jpg Late career

Members of the Western Pension Plans are responsible for making decisions on their own account. Below you will find information about upcoming Pension Plan-related events, as well as on-demand recordings specific to the Western plans that are available to watch anytime. Sun Life offers a live webinar series year-round on a variety of topics. See On Demand Videos below or visit our Financial Resources webpage to get started!

Sun Life is ready to provide you with personal support in managing your account. Learn how to get the support you need.

Thanks to all who took part in our Winter Education events and the annual Pension Plan Member Update!

Our next events will begin in late April.

The annual Pension Plan Member Update: The update for members was held March 5, 2025. You may wish to:

Pension Quiz: How well do you know your Pension Plan?  Take the Pension Quiz and find out! The quiz was created for the third annual Pension Awareness Day, on February 20, 2025. The quiz remains live for you to have fun learning. No personal or identifiable data is collected from those who complete the survey.

Special workshops held in February 2025 included:

  • Living your retirement plan - this workshop focused on sources of income in retirement and protecting your savings.
  • How to start saving today - this Sun Life education session covered credit essentials, budgeting and debt management, cost of housing, and more.
  • Newcomers to Canada - financial essentials by Sun Life - This presentation was designed to provide newcomers with high level financial essentials relevant to living in Canada.

On-demand Videos

Looking for some quick help on your Pension Plan, choosing and balancing investments, and planning for retirement?  These focussed Sun Life videos are a great way to learn a lot in a short time! 

Other Learning Opportunities

Learning how to make sound financial decisions and preparing to take action can take a bit of time, but that investment of time can pay dividends for you and your family. We've gathered some of the best resources and planning tools from our Pension and Benefit providers, and from great outside sources as well. Visit our Financial Resources webpage to get started!

Watch this page for special programs, workshops and consultations that happen throughout the year. Each February/March for instance, you are invited to take part in special pension related workshops and to come to the Annual Meeting for Pension Plan members. 

Published on  03/20/2025 11:58:22 and maintained in Cascade CMS.