A Special ACPM National Session
Hosted by the Alberta Regional Council
Finance and Stress:
Can Plan Sponsors and Administrators Ease the Pain?
The biggest source of stress for Canadians is financial stress — 48% say they’ve lost sleep because of financial worries*. In many cases, the lack of financial literacy contributes to financial stress which can affect workplace performance, personal relationships and individual opportunities for an adequate and sustainable retirement.
Despite the fact that many Canadians have retirement savings in pension or capital accumulation plans, they still may not be able to understand investment options or plan for their own longevity. Upon retirement, plan members may have to manage their savings and they can make decisions that end in scenarios that are more of a nightmare than a dream.
Can plan sponsors and administrators contribute to helping their plan members improve their financial literacy and their overall financial wellness?
Federal and provincial governments and dozens of organizations have spent years in promoting financial literacy and providing tools to consumers. Despite this availability, many financial decisions continue to lead to bad outcomes that affect home environments and workplace productivity — 46% of employees say that stress related to personal finances impacts their workplace performance**.
Plan sponsors and administrators are frontline communicators with millions of working and retiring Canadians and are in a unique position to improve financial outcomes for plan members, support the growth of financial literacy and contribute to an equitable and sustainable retirement income system.
In addition to a panel of professionals that will examine the challenges of financial literacy and wellness, ACPM will be presenting draft recommendations on how improving financial literacy is better for plan members and the organizations that serve them. This will be an interactive session and we look forward to your input.
* Financial Planning Standards Council, “OMNI REPORT: Financial Stress,” 2018
** Canadian Payroll Association, “CPA NPW 2018 Employee Research Survey, Profile,” prepared by Framework Partners Inc. (2018), p. 26
DATE and LOCATION
Tuesday Nov. 12th; Calgary, AB; Fairmont Palliser
Wednesday Nov. 13th; Edmonton, AB; Delta Hotels Edmonton Centre Suites
Dora Newcombe, Director, Customer Success-Alberta and National Accounts, Morneau Shepell
Kolby Walters, Manager of Education, APS
Clark Dehler, Regional Director, Client Relationships, Group Retirement Services, Sun Life Financial
David Mulyk, Executive Director, Pension and Insurance Policy, Alberta Treasury Board and Finance (For Edmonton Session)
Michael Wolpert, Chair of ACPM Alberta Council; Partner, Fasken Martineau Dumoulin LLP
7:30 am - 8:00 am - Hot Breakfast and Registration
8:00 am - 9:30 am - Presentations and Q&A
ACPM Members = $60.00; Non-Members = $110.00; Table of Six = $360.00;
Plan Sponsor* Member = $40.00; Plan Sponsor Non-Member = $90.00
Plan Sponsor Table of Six = $240.00
Fee does not include applicable taxes. *= Eligible for plan sponsors, administrators, trustees and government employees
To register for this special ACPM National Session,
please click HERE.
If you would like to be a National Session Sponsor,
please click HERE for details.
To see a complete list of National Session locations, click HERE.
All the National Session seminars are eligible for Continuing Professional Development (CPD) hours. For additional information, please contact the provincial office of your professional association.
Full refunds will be made for cancellations received via email or fax no later than 5:00pm(EDT) November 5th, 2019.
Substitutions only after this date.