Pension plan members face increasingly complex financial decisions – yet many lack the guidance needed to make informed choices. While plan design continues to evolve, outcomes ultimately depend on how members engage with their options.

There is growing recognition that financial planning can play a critical role in bridging this gap. Supporting members with the right tools, insights, and guidance can strengthen financial wellness, improve decision-making, and help deliver on the pension promise.

Join us for a timely discussion on how financial planning can be integrated into pension offerings. This session will examine the business case for planning, along with the practical realities – how to engage members on deeply personal financial matters, what support they need to make confident decisions, and how plan sponsors can navigate ethical and legal considerations while acting in members’ best interests.

Participants will gain insight into:

  • The role of financial planning in improving retirement outcomes
  • How to better support informed member decision-making
  • Key considerations for integrating planning into pension offerings
  • Approaches to engaging members on complex financial issues

Date and Time
May 11, 2026
12:00 pm to 1:00 pm ET

Speaker

  • Pat Leo – Vice President, Toronto Retirement, Gallagher
  • Alexandra Macqueen – Vice-President, Learning, Development and Professional Practice; Head of the FP Canada Institute
  • Tami H. Dove – Director, Member Experience, CSS Pension Plan (Co-operative Superannuation Society)

COST

ACPM Members = COMPLIMENTARY
Plan Sponsor* non-Members = $60.00 plus applicable taxes
Non-Members - $80.00 plus applicable taxes
* = Plan Sponsor, Administrators, Trustees, and Government Employees

IMPORTANT: IF YOUR REGISTRATION IS COMPLIMENTARY ($0 BALANCE), PLEASE SELECT 'CHEQUE' AS YOUR METHOD OF PAYMENT. 

Login information will be circulated closer to the date of the webinar.
 
For Group Registrations, please contact [email protected].

This program is eligible for CE/CPD hours. For more information, consult with your professional association.

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