Financial Wellness for the Ages: Many Generations, One Common Thread

November 25, 2020 1:30 PM to 2:30 PMOnline - Saskatchewan Time
Area of Interest: Pensions Format: Web

An Online Seminar Hosted by CPBI Saskatchewan

It’s a fact that when it comes to personal finances, our age dictates much about what we want to know. For example, someone new to the job is probably less interested in retirement planning than someone who already has their last day of work marked in the calendar. However, emerging trends have started to show us that the new hire and the seasoned veteran have a lot more in common than you would think: both can benefit from trends in communication – like the prominence of mobile devices, authenticity in communications, and the growing study of behavioural economics – to enhance their knowledge and ability to make sound financial decisions.

Join us to learn more about these trends and ways they can be used to support financial wellness, regardless of age.

  

Learning Objectives: 

At this session, you will learn the following:

• What people at different ages/stages want to know about personal finance/financial wellness.

• Key trends in communication.

• Reasons why trends can, and should, be applied to all members, regardless of age or stage.

• How to apply trends to help members improve the way they approach financial wellness.

  

Target Audience:

Those who would benefit most from this session include the following:

• Plan administrators, Human Resource professionals, and Trustees responsible for member communications.

• Anyone with an interest in boosting understanding of retirement savings programs/financial wellness and encouraging sound financial decisions in their membership.

  

Speakers:

Isabelle Landry, Vice President and Leader, Communication and Change Management Solutions

Isabelle is a Vice President and leads Morneau Shepell’s Communication and Change Management Solutions business. She has over 20 years of experience planning, developing, and executing communication and change management strategies around all aspects of organizational and human resources changes, and has proven expertise in creating effective strategies designed to engage various audiences with unique needs in both private and public sectors.

Brandon Thao, Senior Consultant, Communication and Change Management Solutions

Brandon is a Senior Consultant in Morneau Shepell’s Communication and Change Management Solutions business. He has over 10 years of experience working with clients to develop and execute targeted communication strategies and deliverables to support their benefits and pension plans and manage organizational change. 

  

Date:  Wednesday, November 25, 2020 

   

Time:  1:30pm-2:30pm Saskatchewan Time

  

Registration Fee:   

CPBI Members: $20 +GST                         
Future Members: $55 +GST

  

VIRTUAL Corporate Table Offers:

Virtual Table of 4: Purchase a corporate table and invite colleagues and/or clients to attend this informative session as your guest. Our CPBI Saskatchewan host will thank all corporate table companies during the webinar. Names and email addresses of table attendees must be submitted 72 hours prior to the event in order to receive the webinar access information.

     Member Pricing: $80 +GST for 4 registrations

     Future Member Pricing: $220 +GST for 4 registrations

Virtual Table of 6: Purchase a corporate table and invite colleagues and clients to attend this informative session as your guest. This special rate allows you to purchase 6 registrations for the price of 5. Our CPBI Saskatchewan host will thank all corporate table companies during the webinar. Names and email addresses of table attendees must be submitted 72 hours prior to the event in order to receive the webinar access information.

     Member Pricing: $100 +GST for 6 registrations

     Future Member Pricing: $275 +GST for 6 registrations

     

Access Information:   Access information will be sent to all registrants one day in advance of the online session. For virtual tables, the names and email addresses of table attendees must be submitted 72 hours prior to the event in order to receive the access information. Please plan to log in 10 minutes prior to the start of the session. This session will be recorded and available to registrants.

  

CE Credit:  This session qualifies for 1 Continuing Education credit for the Insurance Council of Saskatchewan (one credit per hour). You will be required to complete a short quiz at the end of the online session to qualify for continuing education credits.  

  

Questions: 

Karen Lovelace

Phone: 306-529-8495

Email: [email protected]

 
Cancellation Policy