Seminars & Workshops

Defined Contribution Pension Plan (DCPP) Members
Sun Life Education Sessions

DC members are invited to attend the following education sessions to be conducted by Sun Life Financial.  The sessions will be of interest to new and current members as well as those starting to think about retirement.

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Sun Life Web Tools
February 17, 2012
12:45-1:15
Room 3M61

The tour of Sun Life's member website includes:

• The asset allocation tool, the Retirement Planner and how to make changes to your account
• The many online informational and educational resources that are available to members

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Investment Allocation Session
February 17, 2012
1:30 - 2:30
Room 3M61

The following topics will be discussed:

• Investment fundamentals
• Investment fund options
• Creating an investment portfolio
• Morningstar fund sheets
• Tools and information available to make active investment decisions

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New Members Session
March 16, 2012
10:30 - 11:30
Room 3M65

This session includes an overview of the following key topics:

• Your Plan advantage (plan design and benefits)
• Investment basics
• Choosing investments that are right for you
• Sun Life tools and resources

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DC Pre-Retirement Session

This session is intended for DC members who plan to retire within the next 15 years (spouses are welcome).

March 16, 2012

Session information/agenda to follow.


To register for the New Member or Pre-Retirement Sessions, please send an email to Ronda Perinot at r.perinot@uwinnipeg.ca by Friday, March 9, 2012 at 4:30 p.m.  If registering for the Pre-Retirement session, please indicate if your spouse will also be attending.