Life Events

Financial Planning Closer to Retirement

Length: 1 hour

When approaching retirement, you have a better sense of where you are at financially and where you want to be. Financial Planning Closer to Retirement provides you with the tools, tips and resources you need to help you plan for your retirement, regardless of how far off that is.

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Free Online Course

On-Demand
Money Mentors' free online courses are available on-demand 24/7 to everyone and make it easy to learn about personal finance at your own pace. Access financial education courses online using the steps below:

New User

  1. Visit the Money Mentors portal to set up your account by clicking ‘Start Free Course’ below.
  2. Click ‘Not a member’ and enter your first name, last name, and email address and click ‘Sign Up’.
  3. You will receive a welcome email with your username and a link to the site where you will set up your password.
  4. Once in the Money Mentors portal, you can access educational modules by clicking 'myTrailhead' in the left navigation.
Existing User
  1. Click ‘Start Free Course’ below.
  2. Complete this course and earn a badge.
    1. Please note: if using a public computer, you need to login with your credentials each time.

      Start Free Course


Group Seminar

Guided Instruction
Providing financial education sessions to your employees or organization can boost financial and mental well-being. Group seminars are guided by our financial education facilitators and are available as a webinar or in-person in select cities throughout Alberta. Covering a variety of financial literacy topics, our group seminars are a cost-effective way to provide your people with the opportunity to learn and ask questions from the convenience of their home or office.

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