Workshops & Planning Tools
Planning your journey to retirement, determining your retirement income goals, and building a plan to get you there, can take some work, but we can help. Western provides a number of tools, education opportunities and information to help you consider the possibilities, and see what kind of savings you should be making to have the retirement income and lifestyle you desire.
Retirement Workshops and General Information
- Investment Personality Questionnaire (IPQ) - This tool that can be used for guidance in selecting an appropriate investment mix for your Western Retirement account(s). After completing the IPQ you will be provided with a proposed portfolio identifying specific investment funds available under the Western Retirement Plans.
- The Financial Educator website – Western has purchased access to this high quality interactive website for its retirement plan members. It has lots of great information and financial calculators.
- A Retirement Income Calculator is available when you log in to your Western pension account.