Pre-retirement seminars

What is the pre-retirement seminar?

The pre-retirement seminar is an informative one-day session designed to increase your understanding of the Canada Post pension plan.

You will learn more about

  • the value of your Canada Post pension benefit,
  • how government pension programs work,
  • how to define your retirement goals and the basics of retirement planning,
  • wills and estate planning, and
  • how financial, legal and healthy lifestyle choices can affect your retirement.

An independent retirement planning expert leads interactive sessions in the morning and early afternoon and is available for one-on-one consultations immediately afterwards.

At the optional one-on-one consultation, you have the opportunity to clarify any personal questions related to the content of the presentation. You will be able to register for a one-on-one consultation when you arrive at the seminar location. (Facilitators do not provide financial planning, but rather clarification of seminar information.)

Seminars are held during non-work hours, usually on a Saturday or Sunday. Canada Post covers the cost of the seminar, refreshments and lunch; participants are responsible for any related travel costs including parking. Spouses or common-law partners are encouraged to attend.

Why are the seminars offered? Why should I go?

The seminars are offered to help Canada Post employees make the most of their retirement preparation. Topics covered include an overview of the Canada Post pension plan and post-retirement benefits, as well as government-sponsored pension programs. Information regarding financial planning, wills and estate planning, psychological aspects of retirement, and health and wellness is also included.

The seminars are managed by Global Knowledge. Global Knowledge is the single point of contact for the pre-retirement seminars.

Who can attend a pre-retirement seminar?

Participation is by invitation only for pension plan members and their partners.

Members must be within five years of an unreduced pension and can attend only once during their career. Invitations are usually sent out during the first two months of the year.

Registration is on a first-come, first-served basis. Registrations will be accepted until 10 business days prior to the seminar date. Once you are registered, you will receive a confirmation in the mail.

In the event that there are not enough registrations for your selected date, Global Knowledge will contact you to reschedule for another seminar subject to availability. If you register for a seminar that is later cancelled because there are not enough registrations and you cannot attend another seminar this year, you will receive a new invitation for next year.

How many times can I attend a seminar in my career at Canada Post?

You may attend a pre-retirement seminar only once in your career at Canada Post. To make sure that everyone gets an opportunity to attend and that participants get the maximum benefit from the information presented, the seminars are reserved for employees who are within five years of being eligible to an unreduced pension.

If you have already attended, you can not attend again. However, you may

  • access the Canada Post Planning your retirement e-learning,
  • obtain personalized pre-retirement and financial planning counselling at no cost to you through the Employee Assistance Program. Call 1-866-565-4903 to take advantage of this service,
  • refer to the Financial and retirement planning tools brochure for helpful information to assist you in your planning.

Registration information for pre-retirement seminars

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How do I register to attend a pre-retirement seminar?

Attendance is by invitation only. If you are eligible, you will receive an invitation by mail at the beginning of the year.

Instructions on how to register will be included in the invitation letter. To register online, access the registration system at Global Knowledge. The seminars are managed by Global Knowledge and Global Knowledge is your single point of contact.

Once I register, what happens?

Global Knowledge will send you a tentative confirmation 10 business days after you have registered that will include the date, time and location of the seminar you have registered for. If you do not receive a tentative confirmation after 10 business days, contact Global Knowledge at 1-877-672-2111.

Once there are enough registrations to hold the seminar, you will receive a letter confirming that the seminar will take place. This letter will include what you need to take to the seminar along with other instructions. As the seminar date approaches, Global Knowledge may send you a reminder.

In the event that there are not enough registrations for your selected date, Global Knowledge will contact you to reschedule for another seminar subject to availability. If you register for a seminar that is later cancelled because there are not enough registrations and you cannot attend another seminar this year, you will receive a new invitation for next year.

If you are registered and are unable to attend a seminar, you must advise Global Knowledge of your cancellation at least five business days prior to the seminar date. If you do not notify Global Knowledge, you will be considered as having attended and you will not be eligible to attend another session at any time.

What happens if I register but I'm unable to attend? Is there a cancellation policy?

Yes, there is a cancellation policy. If you have registered and cannot attend the session regardless of the reason, it is your responsibility to contact Global Knowledge at 1-877-672-2111 at least five business days prior to the session. If you do not call to cancel prior to the session and do not attend, you will be considered as having attended and you will not receive another invitation.

Canada Post pays for all the costs associated with the pre-retirement seminars. These costs include the meal and refreshments ordered for you and your spouse or common-law partner, the registration fee, books, etc. This is why we respectfully ask that you make every effort to attend your seminar as this time has been reserved especially for you.

I was invited but my co-worker was not. Why?

The invitations are sent to employees who have never registered or attended a seminar and who are within five years of being eligible for an unreduced pension. Those who do not receive an invitation will receive one when they become eligible.

Why are there no seminars in my location?

Seminar locations are chosen based on the number of eligible employees and to offer them in as many areas of the country as possible. Cities with fewer eligible employees may be visited only once every few years.

If there is no location that is convenient for you at this time, you may

  • access the Canada Post Planning your retirement e-learning,
  • obtain personalized pre-retirement and financial planning counselling at no cost to you through the Employee Assistance Program. Call 1-866-565-4903 to take advantage of this service,
  • refer to the Financial and retirement planning tools brochure for helpful information to assist you in your planning.

I received my confirmation and it suggests I bring my pension estimate. How do I get one?

You can obtain your pension estimate using Calculate my pension. Using your employee number, without leading zeroes, and your password. Choose the "Your Projected Pension Benefit" link, enter your planned retirement date, then scroll down and press the “Calculate” button. Your projected pension benefit statement will appear on the screen and can be printed. If you can't locate your password, visit Password for pension calculator.

Alternately, you may bring your most recent Your Personalized Pension Statement or call the Pension Centre at 1-877-480-9220 (TTY 1-866-370-2725) and request a copy of your estimate.