The Future of Workplace Plans: More Than Just Saving for Retirement

December 2, 2020 1:00 PM to 2:00 PMOnline - Central Time Zone
Area of Interest: Pensions, Benefits, Investments Format: Web

HOSTED BY CPBI MANITOBA

With the industry-wide shift to DC workplace plans, have we missed other opportunities to help build wealth and solve financial needs in a more holistic sense? With so many different generations in the workforce, with so many different financial priorities, can workplace plans build up solutions that speak to employees at each stage of their life?

We know there is a need for greater financial help for Canadians. Expanding workplace programs to offer solutions around student debt, cashflow management, credit counselling, and saving for your children’s education will help an employer add value to their existing pension and benefits program, and differentiate themselves in a highly competitive talent market.

Join a discussion in what the future of workplace savings and wealth programs can look like, by addressing very real problems with very non-traditional workplace solutions.

Learning Objectives:

  1. There exists real financial planning needs outside of just retirement savings
  2. The same advantages that ‘group’ retirement plans bring to retirement savings can be applied to other major financial issues
  3. Non-Traditional group offerings help differentiate employers in a very competitive talent market (and don’t have to cost a lot to implement)
  4. Canadians trust and want their employers to help solve these needs

Who Should Attend:

Benefit and savings plan sponsors (business owners, HR professionals, benefits and pensions leaders), Benefits & Savings advisors and consultants

3 Key Takeaways

  1. Many Canadians rely on their workplace savings and benefits program as the sole source of financial support
  2. Workplace programs miss gaps in Canadians’ financial wellness, and have a huge opportunity in addressing non-traditional areas like student debt, RESPs, credit counselling and cashflow management
  3. Non-traditional solutions can help expand the value your workplace plan brings to your organization

      

Presented by: Ryan Weiss, Vice President, Product and Experience, Canada Life

     

Ryan has been with Canada Life for the past 15 years in positions that span claims, operations and sales areas.

Working within the Product & Experience team, he currently has responsibility for the benefits and pension product portfolio across Canada Life’s block of business. This includes new product development, servicing and specialist support on existing products, strategic relationship development with vendors, and our digital development portfolio.

Ryan has a Bachelor of Commerce degree from the University of Manitoba, and lives in Winnipeg with his family.  

 

Fees and Registration
Membership TypesRegular PricePlan Sponsor Price
Regular membership$25.00 CDN$25.00 CDN
Plan Sponsor Individual Membership$25.00 CDN$25.00 CDN
Associate$25.00 CDN$25.00 CDN
Student$25.00 CDN -
Non Member$65.00 CDN$65.00 CDN
Cancellation Policy
CE Credits pending