The UPEI Human Resources department is pleased to offer Pre-Retirement Planning Program (PRP) to active faculty and staff of the University of Prince Edward Island. The program addresses the many areas one needs to consider for a successful and satisfying retirement, including the UPEI pension plan, Canada Pension Plan, tax implications, and making the personal transition to retirement.
PRP is designed to assist you in becoming a better-informed retirement consumer and to increase your skills in utilizing available resources. Each session will incorporate an expert speaker, time for questions from participants, and other materials pertinent to that session's topic.
Due to the nature of these sessions, space is limited. Please register by emailing employeeserv@upei.ca. Release-time from your department is generally needed to participate.
Room Location: McDougall Hall room 246
Course Schedule
Monday, December 19, 2011
8:30 am to 10:00 am Brian Duffy and Edith Ferguson
Citizen Services Specialist, Service Canada
Topic: Canada Pension Plan and Old Age Security
10:15 am to 11:15 am Barb Mullaly
UPEI Retiree Association/PEI Active Living Alliance
Topic: Successful Transition into Retirement
11:15 to 12:30 am Karen Crowder
Client Services, Canada Revenue Agency
Topic: Taxation and Retirement
12:30 to 1:00 pm Virginia Wickstrom
Lunch provided UPEI
Topic: Post-Retirement Benefits and Retirement
Questions
1:00 pm to 2:30 pm Jeff Turnbull, FSA FCIA;
Eckler Ltd.
Topic: UPEI Pension Plan
2:45 pm - 3:45 pm Joseph MacDonald
RBC
Topic: Retirement Type Investments Explained
Planning for Retirement Financially
