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Retirement Planning

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Morneau Shepell helps organizations empower employees to improve their retirement income potential and savings through a customized, tailored training series. We take an integrative approach to retirement planning that is unique in our industry. Our team of actuaries, lawyers, benefits experts, and health practitioners provide a holistic view of the information that employees need to take ownership of their group retirement programs and related benefits.

The Morneau Shepell advantage

Morneau Shepell has offices across Canada, which enables us to connect with your plan members about the issues and topics that truly matter to them and provide local knowledge and regulations.

Most importantly, we offer completely unbiased advice to your employees—our presenters do not sell financial products, and are not affiliated with any organization that does.

Retirement Planning training features

  • The seminars provide essential basics, with customization to suit a plan sponsor’s retirement program. Our modular design allows you to choose specific seminars to create a program tailored to meet your needs.
  • Seminars are offered nationally, in English and French, with local perspectives.
  • There are several formats available, including lunch and learns, and half-day or full-day sessions during office hours, evenings, or weekends.
  • To accommodate employees in remote locations, we also offer our seminars via webinar.

Retirement Planning topics

We offer sessions covering a wide range of topics:

  • Plan and save – key elements needed to set and achieve a retirement savings goal
  • Learn to invest – an unbiased look at investment principles to empower employees to make the most appropriate investment decisions
  • Sources of retirement income – an overall picture of the various sources of retirement income: government, employer, and personal
  • Build your budget – budgeting for the various phases of retirement
  • Legal check-up – proactive estate and personal planning, disposing of assets, and health decisions in the event of serious illness or death
  • Life after benefits – planning for benefit and insurance needs at retirement, taking into account income protection, financial security, and housing
  • Transition to retirement – key lifestyle decisions to consider in advance of retirement, including the physical and emotional challenges of transitioning from work to retirement
  • Health and vitality for life – physical and cognitive changes, challenges, and rewards of the aging process
  • Countdown to retirement – important considerations as retirement nears, including how and when to transfer retirement savings and how to claim government benefits

“Very useful despite the fact that I am far from retiring. We keep hearing Canadians carry too much debt and don't save enough… this encourages more prudent financial management. Thanks!” – seminar participant

“I've been here 8 years, and I now finally understand [our retirement savings program].” – seminar participant

Download our Workplace Learning Solutions catalogue (pdf) for information on our Retirement Seminar Series.

Contact

Nichola (Nic) Peterson, Partner 416.383.6472 or npeterson@morneaushepell.com