FINANCIAL WELLNESS WEBINARS HOSTED BY SUN LIFE FINANCIAL

Group Retirement Services are provided by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. © Sun Life Assurance Company of Canada, 2019.

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Hosted by Sun Life Financial, these on-going monthly webinars are designed to boost your financial literacy and help you achieve financial wellness.

With eight different topics, you can learn

about investing, financial management,

budgeting, retirement readiness, wills and more.

You can attend these live webinars from your

laptop, computer or mobile device.

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CONNECT WITH YOUR MONEY

Learn how to make the most of your workplace retirement and savings program with the tools and services available online through mysunlife.ca. The Retirement Planner and the Sun Life Mobile app are just two of the many financial tools we will feature.

In this webinar, you’ll learn

• The importance of managing savings and investments

• The online tools available on mysunlife.ca

• Other financial planning tools and resources available to enhance your financial literacy

CREATING YOUR FINANCIAL ROADMAP

Looking for guidance on how to reach your financial goals? This webinar will help you learn how to build a solid financial roadmap and avoid some of the common pitfalls of money management.

In this webinar, you’ll learn

• How to build a strong financial base

• How to handle non controllable events, such as an unexpected serious illness

• How to plan your priorities

• The importance of creating a financial roadmap

Here’s a brief description of this year’s webinars:

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ARE YOU RETIREMENT READY?

Retirement means different things to different people. It could mean more leisure time, more time with friends and family or the chance to start something new. This webinar is suitable if you are age 50 and older and want to learn about retirement readiness. If you’re nearing retirement, weighing your options and asking yourself “what do I need to do to be retirement ready”, this webinar is great for you.

In this webinar, you’ll learn

• The changing retirement landscape

• How to identify and prioritize retirement goals

• Why it is critical to anticipate changing retirement needs and planning for risk s associated with retirement

• The sources of government income and how to identify retirement income options for personal savings

BRIDGING THE GAP BETWEEN YOUR HEALTH AND FINANCES

Did you know that 7 in 10 Canadians do not retire as planned, with the #1 reason being their personal health? Almost half of Canadians have experienced a health event that influenced their personal finances. A healthy financial plan will help reduce your stress and protect you from depleting your savings if an unplanned health event should occur.

In this webinar, you’ll learn

• The short and long term impact of a serious illness on your finances

• How to be prepared for a disability

• Different sources for health coverage

• Health care options during your retirement years

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INVESTING WITH CONFIDENCE PART I: THE ESSENTIALS

When it comes to investing, there is a lot to think about. This webinar is an introduction to the fundamentals of investing and focuses on showing you how to build a diversified portfolio to help you meet your personal savings and retirement goals. This webinar is geared to new investors and covers the basics of investing.

In this webinar, you’ll learn

• Why you should invest and where to start

• How different types of investments make money

• What diversification means and how to apply the concept to your workplace plan

INVESTING WITH CONFIDENCE PART II: A CLOSER LOOK

Building on the essentials to Investing with confidence, the second part in this series takes a closer look at managing plan investments. This webinar is geared towards investors who understand the fundamentals of investing but would like to build on that knowledge.

In this webinar, you’ll learn

• The importance of examining different types of risks in the market today

• The role of emotions and investing

• How Morningstar can help to better understand the investment options offered in their plan

• Canadian markets and how we compare globally

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MANAGING YOUR MONEY

Do you struggle with budgeting and understanding where your money is going? We can help! Establishing a clear understanding between needs and wants are critical components to managing your money.

In this webinar, you’ll learn

• How to plan for larger expenses, like purchasing a home

• How to plan for the unexpected, such as illnesses or emergency costs

• Where the financial planning focus should be at different life stages

• The value of a workplace plan and how it can help you achieve your savings goals

• How to create a budget and build strategies for debt repayment

• Where to access tools and calculators and other resources to help you with financial management

WHERE THERE’S A WILL, THERE’S A WAY

Do you wonder what happens if you die without a Will? Would you like to know what a power of attorney is and why you need one? This webinar addresses these questions as well as choosing an executor of your Will, how to minimize taxes at death, and how to best provide for your family after you’re gone.

In this webinar, you’ll learn

• The key documents to gather in one place

• What is the role of an Executor and Power of Attorney

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WHEN CAN I ATTEND?Our webinars are scheduled with your convenience in mind and each topic is offered at least once in both English and French throughout the year.

Please find the schedule of English webinars listed in Eastern Standard Time (ET). Additionally, the schedule was organized surrounding the lunch hour across various time zones (many instances of 12 p.m. ET and 3 p.m. ET). We also offer at least one evening session per quarter allowing you to attend from the comfort of your own home.

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CONNECT WITH YOUR MONEY Monday January 28, 2019 3:00 p.m. ET

Monday February 25, 2019 8:00 p.m. ET

Monday March 25, 2019 12:00 p.m. ET

Monday April 29, 2019 9:00 p.m. ET

Monday May 27, 2019 3:00 p.m. ET

Monday June 24, 2019 12:00 p.m. ET

Monday July 29, 2019 12:00 p.m. ET

Monday August 26, 2019 12:00 p.m. ET

Monday September 30, 2019 3:00 p.m. ET

Monday October 28, 2019 3:00 p.m. ET

Monday November 25, 2019 12:00 p.m. ET

INVESTING WITH CONFIDENCE PART I: THE ESSENTIALS

Tuesday February 12, 2019 3:00 p.m. ET

Wednesday November 6, 2019 12:00 p.m. ET

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ARE YOU RETIREMENT READY? Thursday February 21, 2019 3:00 p.m. ET

Wednesday July 24, 2019 9:00 p.m. ET

Wednesday October 23, 2019 12:00 p.m. ET

MANAGING YOUR MONEY Friday March 8, 2019 12:00 p.m. ET

Tuesday October 15, 2019 9:00 p.m. ET

BRIDGING THE GAP BETWEEN YOUR HEALTH AND FINANCES

Monday April 15, 2019 12:00 p.m. ET

Tuesday August 20, 2019 3:00 p.m. ET

INVESTING WITH CONFIDENCE PART II: A CLOSER LOOK

Tuesday May 7, 2019 3:00 p.m. ET

Wednesday November 20, 2019 8:00 p.m. ET

WHERE THERE’S A WILL, THERE’S A WAY Wednesday May 29, 2019 12:00 p.m. ET

Thursday September 12, 2019 3:00 p.m. ET

CREATING YOUR FINANCIAL ROADMAP Monday, June 3, 2019 12:00 p.m. ET

Thursday December 5, 2019 3:00 p.m. ET

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HOW DO I REGISTER?1 Visit sunlife.ca/mymoney to register for a webinar

2 Select the webinar you wish to attend

3 Review the webinar topic descriptions and select the time that is convenient for you. Fill out the form including your name, postal code and email address to complete the registration.

4 You’ll receive a registration confirmation where you can add the webinar to your calendar. The registration information and reminders will be sent to your email address.

We hope you enjoy the webinar sessions. We’d love to hear your feedback after

each webinar.

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Visit sunlife.ca/mymoney to register for our free monthly webinars throughout 2019