±«Óãtv

Recordings: Dal Pension Plan and Tax & Estate Planning SessionsÌý​​​

These two sessions were held in June as part of a series of Pre-retirement information sessions. ÌýThey are now available for viewing till the end of 2019. Note that you will need to login with your netID and password to access.

Each recording includes the PowerPoint Slides with audio from the presenter. There is also an index to the slides.

1.ÌýDal Pension Plan SessionÌýheld June 5, 2019 - recordingÌý

Ìý

ThisÌýsession will provide you with a general overview of the benefits provided by the ±«Óãtv University Pension Plan, as well as a review ofÌýthe steps that take place once you makeÌýthe decision to retire.ÌýFacilitator:Ìý Laurie Creelman, Senior Pension Advisor, Retirement Services, Human Resources

2. Tax and Estate Planning SessionÌýheldÌýJune 4, 2019 - recording

This session sets out to discuss the most common rules and tax planning opportunities that are currently available to individuals with a focus on the issues faced when retiring.ÌýÌýPlease note that the information in this session is not intended to provide specific financial advice for your situation. ÌýWe recommend you seek the advice of your own financial advisor as well.ÌýFacilitator:ÌýDanette Foster, KPMGÌý

Note that these recordings are available on the Employee Learning Calendar till the end of the year.Ìý