Today@Dal

Recordings: Dal Pension Plan and Tax & Estate Planning Sessions ​​​

These two sessions were held in June as part of a series of Pre-retirement information sessions.  They are now available for viewing till the end of 2019. Note that you will need to login with your netID and password to access.

Each recording includes the PowerPoint Slides with audio from the presenter. There is also an index to the slides.

1. Dal Pension Plan Session held June 5, 2019 - recording 

 https://dal.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=5045571a-f415-4e7e-a941-aa5601186ee3

This session will provide you with a general overview of the benefits provided by the Dalhousie University Pension Plan, as well as a review of the steps that take place once you make the decision to retire. Facilitator:  Laurie Creelman, Senior Pension Advisor, Retirement Services, Human Resources

2. Tax and Estate Planning Session held June 4, 2019 - recording

https://dal.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=7f4f767e-73e7-4a40-962d-aa5601182117

This session sets out to discuss the most common rules and tax planning opportunities that are currently available to individuals with a focus on the issues faced when retiring.  Please note that the information in this session is not intended to provide specific financial advice for your situation.  We recommend you seek the advice of your own financial advisor as well. Facilitator: Danette Foster, KPMG 

Note that these recordings are available on the Employee Learning Calendar till the end of the year.  https://events-tm.dal.ca/