Education and Info Sessions

Education and Info Sessions

Saint Mary's University Pension Plan Booklet

Pension Booklet (PDF)

Upcoming Sessions:

For details on upcoming education/information sessions (i.e. date, location, details on session) contact Human Resources at 420-5564.

Samples of Previously Offered Sessions:

• Mercer Education Session - Investing in a Time of COVID-19 (Password 7c*1l18Q)            
  • FAQ - Investing in a time of COVID-19
• Sun Life Education Session - Advanced Investment
• Mercer Education Session - How to Select a Financial Advisor
• Sun Life Education Session - Getting Started in the Plan
• Sun Life Education Session -Harvest Your Savings
• Sun Life Education Session - Protecting Your Estate
• Sun Life Education Session - My Money Tools and Basic Refresher
• Mercer Education Session - How to Select a Financial Advisor
• Mercer Education Session - Investing in Troubled Times
• CIBC Information Session - Getting Ready for Retirement
• Sun Life Education Session - Navigating Online
• Investor's Group Information Session - Retirement Planning
• Royal Bank Information Session - Estate Planning
• Sun Life Education Session - Building an Investment Portfolio
• Sun Life Education Session - Plan Member Site Training
• Scotia Private Client Group Information Session - Financial Planning

Annually Offered Sessions:

• Retirement Planning Education Session: Offered on an annual basis to members nearing retirement; space permitting the session will be opened up to members as young as 50. The session is open to members' spouses/partners.
• Canada Pension Plan Information Session - Provided by Human Resources and Social Development Canada (HRSDC)
• Pension Committee - Annual General Meeting