Helping You Plan for the Future

Any large project needs a blue print. Your retirement plan will be a financial project that leads you through almost a third of your life! Help make your retirement dreams come true by familiarizing yourself with the appropriate planning tools to create your own retirement blue print.

Southern Alberta Institute of Technologies (SAIT) encourages employees participating in the RRSP, non-registered, and TFSA savings program to attend an information session on the basics of planning for retirement.

Employees interested in participating in these programs are also invited.


The Retirement Planning Seminar will help you shape your future


During this session, our guest speaker from Great West Life will help put some context around retirement planning. You’ll learn about the key elements needed to build a successful financial strategy, including:

  • Responsibilities 
  • Government Sources (CPP & OAS)
  • Changes to programs
  • International Social Security agreements
  • Calculations, claw backs, CPP drop out provisions
  • Survivor, disability and child benefits
  • CPP statements
  • Investments (Completing the profile questionnaire, investment fund options in the  plan, and how to create a portfolio) 
  • Diversification
  • Investment strategies
  • Website Demo

Think about your future today

Contact Information

Primary Contact

Beth Haldane
,
403-210-4227
beth.haldane@sait.ca

Secondary Contact

Ann Murtagh
,
403-210-4066
ann.murtagh@sait.ca

Date & Location

Date: 19/02/2015
Time: 12:00 PM to 1:00 PM
Location: SAIT - Stan Grad Building - MB324

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