During the session, we will cover:

• Saving Goals: A refresher on savings targets and government benefits available at retirement.
• Maximizing Your Workplace Plan: Guidance on how to get the most out of your specific plan, covering contributions, withdrawals, and CRISP.
• Investment Guidance: An overview of investment options, fund fees, and the tools available to help you choose.
• Tools & Resources: A walkthrough of the various Sun Life tools and services designed to support your planning.
• Next Steps: Practical takeaways, including how to review your limits and contributions.

This is an excellent opportunity to ensure you are maximizing the benefits available to you. Please mark your calendars for May 13, and we look forward to seeing you there.