CPBI Ontario Webinar - Generational Wealth Journeys: Shaping the Next Era of Workplace Savings

CPBI Ontario Webinar - Generational Wealth Journeys: Shaping the Next Era of Workplace Savings

November 19, 2025 1:00 PM to 2:00 PMOnline - Eastern Time
Area of Interest: Pensions, Investments Format: Web

As today’s workplace becomes increasingly multi-generational, the expectations around retirement and savings plans are shifting. From Baby Boomers to Gen Z, each generation has unique goals, challenges, and perspectives when it comes to financial wellness and retirement readiness.

Join us for an insightful panel discussion exploring the past, present, and future of generational savings goals within workplace savings plans and how employers are working to address them. This webinar will bring together experts from across the retirement industry, including Carriers, Advisors, and Plan Sponsors,  to share their distinct perspectives and practical insights.

This session will explore several important questions related to generational differences in savings goals, including:
• What strategies have historically been used to address generational differences in saving habits?
• What challenges do employers face in supporting a multi-generational workforce?
• What immediate actions can employers take to meet the diverse savings needs of their employees?
• In what ways can the industry adapt to better serve individuals across all generations?
• How can employers foster meaningful engagement across generational lines?

Whether you're designing plans, advising clients, or managing a workforce, this session will equip you with valuable knowledge to help meet the evolving needs of your organization or clients.

Don’t miss this opportunity to gain strategic insights and actionable ideas to better support your multi-generational workforce.

Presented by:

Cindy Marques, CFP ®

Director,  Financial Planning & Education Specialist

Open Access Limited 

 


    

Noah Bucholtz

Group Retirement Consultant
PPF Benefits & Retirement Inc.


 


 

  

 

This session qualifies for 1 Continuing Education Credit through The Institute.

You will be required to complete a short quiz at the end of the online session to qualify for continuing education credits.

The webinar complies with CEBS CPE policy guidelines: You may be interested in reporting the content of the present CPBI professional development activity and apply for CPE credit.

Please note that this session will be available also on-demand.

Are you attending several sessions? It may be worth it to RENEW OR SIGN UP FOR A CPBI MEMBERSHIP

Comments? Questions? Email us! [email protected]  

 

Thank You 2025 Partners!

 
Fees and Registration
Membership TypesRegular PricePlan Sponsor Price
Member$10.00 CDN$10.00 CDN
Plan Sponsor Individual Member$10.00 CDN$10.00 CDN
Associate Member$10.00 CDN$10.00 CDN
Student Membership$10.00 CDN$10.00 CDN
Non Member$25.00 CDN$25.00 CDN
Cancellation Policy
This session qualifies for 1 Continuing Education Credit through The Institute. You will be required to complete a short quiz at the end of the online session to qualify for continuing education credits.
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