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Financial Wellness Webinars

Posted on: Jan 13, 2021

Hosted by Sun Life, these ongoing webinars are designed to boost your financial literacy and help you achieve financial wellness.

Register now for upcoming January webinars:

Where there’s a will there’s a way

A will protects your assets and your family. Yet about half of us don’t have a will or a power of attorney. Find out what happens when you die without a will, what a power of attorney is and why we need one, how to minimize taxes at death and much more.

Available dates: Thursday, January 14, 2021, 3:00 p.m. ET



Becoming retirement ready

What does retirement mean to you? It could mean more leisure time, more time with friends and family or the chance to start something new. This webinar is the first in our retirement modules.  We will help to define retirement goals as you consider what your retirement will look like.

Suitable for plan members age 50 and older who want to take the first steps to planning their retirement.

Available dates: Wednesday, January 20, 2021, 9:00 p.m. ET



Transitions and change

We know that going through a job change isn’t easy. Thinking about what to do with your workplace savings may not be what matters most to you right now. In this webinar we will:

  • give you options for your workplace savings;
  • guide you to helpful tools and services; and
  • share ways you can continue to take care of your savings as you go through transition and change.

Available dates: Monday, January 25, 2021, 6:00 p.m. ET