Retirement - 2 Part Series - Recorded Webinar

Part 1:

Managing Pensions in a Time of Crisis

As global markets face increasing uncertainty driven by shifting trade policies and escalating tariffs, pension fund managers and investors are grappling with new layers of complexity. This webinar explores the financial and operational challenges pensions face amid the current global tariff situation, examining how these dynamics are impacting long-term investment strategies, portfolio diversification, and risk management.

Join Paul Bajus and Leanne Rae as they unpack the evolving geopolitical landscape and provides practical insights into safeguarding pension assets during periods of heightened volatility. Attendees will gain a deeper understanding of market implications and strategic approaches to ensure resilience and sustainability in pension fund performance.

Part 2:

Transition to Retirement – Initiating, Planning, and Implementing

Retirement is one of the most significant transitions in a person’s life, and preparing for it requires more than just financial readiness. This webinar offers a comprehensive guide to navigating the retirement journey, from the initial decision-making process to creating a structured retirement plan and executing it with confidence. This session provides valuable insights into aligning personal goals, lifestyle needs, and financial strategies.

Paul Bajus and Leanne Rae will walk attendees through key phases of retirement planning, including assessing readiness, understanding pension options, and establishing a clear implementation roadmap.

Paul Bajus, CFP CLU CHS RPA

With over 30 years of experience in financial planning, Paul dedicated more than two decades to specializing in the management of employee retirement plans. Holding the Retirement Plans Associate (RPA) designation, he has a wealth of expertise in both individual retirement planning and corporate pension plan management. Currently, Paul serves as a Senior Consultant at People Corporation, a leading Canadian provider of group retirement solutions. In this role, he leverages his experience to assist organizations in optimizing their retirement programs as well as providing continued advice to plan members.

Leanne Rae, Senior Consultant
Group Retirement Solutions

With over 25 years of international experience in the retirement and financial services industry, Leanne is a highly skilled Group Retirement Consultant with a proven track record of delivering strategic, client-focused solutions. Specializing in the design, implementation, and management of retirement programs, she works with organizations to navigate complex regulatory environments, enhance plan governance, and ensure effective communication with employees.

Note: Continuing Professional Education (CPE) hours will be applied to your current cycle at the time of registration.

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