EFAP Plan Smart Services- Legal Advisory, Pre-Retirement Planning, Key Person Advice Line

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The University of Lethbridge Employee and Family Assistance Program is a confidential resource provided to help faculty, staff and family members (who are enrolled in the benefits plans) enhance their personal and workplace functioning. In addition to counselling, Homewood Health provides telephonic, individualized coaching as needed (advice, resources, support). Support materials, resources, or packages may be sent through standard mail or email.   

Plan Smart Services include: 

  • Career Counselling 

  • Childcare and Parenting 

  • Financial Counselling 

  • Legal Advisory 

  • Pre-Retirement Planning 

  • Key Person Advice Line

 

Legal Advisory 

Who doesn’t feel a little bewildered and overwhelmed when it comes to sorting out legal matters, or finding an affordable and helpful lawyer? The Legal Advisory Service offers easy and convenient access to network of experienced lawyers.  

If you are going through a separation, want to take someone to small claims court, need to write a will, are wondering about your rights in a landlord-tenant dispute, utilizing this resource could be a big help.  

Plan Smart empowers you with the information and support you need to help you deal you’re your legal affairs. When you call the Client Services Centre you can expect: 

  1. A few specific questions to make sure you receive customized service. 

  1. For a lawyer (through Homewood Health’s national service) to call you to discuss your legal situation. 

  1.  A lawyer will provide telephonic advice to ensure your specific needs are met.  

  1. This service does not include legal representation. If you require an attorney to represent you, a referral can be made to someone in your area. Legal Advisory provides a preferential rate on most services up to 25% off the quoted legal fees.  

If you ever feel overwhelmed by your legal responsibilities, you can easily arrange counselling (face-to-face, over the phone, or through the internet). 

 

Pre-Retirement Planning 

Are you excited or apprehensive about retiring? Chances are you are a little of both. Fortunately, with a little advance planning, your retirement years can be everything you hoped for and more.  

If you want to get a retirement plan in place, want to have marital security in retirement, can’t decide whether to keep working, or want good physical and mental health in later years, utilizing this resource could be a big help.  

Plan Smart empowers you with the information and support to help you prepare so you can enjoy your retirement years. When you call the Client Services Centre you can expect: 

  1. A few specific questions to make sure you receive customized service. 

  1. For a retirement counsellor to call you and walk you through the types of support you could benefit from- written materials, internet resources, printed materials, and more. 

  1. Homewood will be in touch as much as you need when you’re using the materials and help you build the confidence to solve almost any pre-retirement challenge. 

If you ever feel uncertain or anxious about your upcoming retirement, you can easily arrange counselling (face-to-face, over the phone, or through the internet). 

 

Key Person Advice Line – Are you a Supervisor, Manager, Director, or Senior Administrator? 

The Key Person Advice Line gives you, the manager, supervisor, director or union representative the opportunity to contact a Homewood Human Solutions™ senior level clinician at any time for immediate just-in-time consultation should a situation arise in the workplace that could benefit from professional input. Situations that typically benefit from consultation or coaching include, but are not restricted to: 

 

  • Workplace conflict 

  • Employee problems 

  • Unusual employee behaviour; 

  • Providing assistance to employees 

  • Strategies for assisted referral 

CALL HOMEWOOD HEALTH TO GET STARTED 

Toll Free English 1 (800) 663 1142 

Toll Free French 1 (866) 398 9505 

TTY (Hearing Assistance) 1 (888) 384 1152 

International (Call Collect) 1 (604) 689 1717 

There is no cost to you for accessing Homewood Health; however there may be a cost to you for accessing the community services. If fees are assessed, the claim is eligible under the Health Spending Account.  Need more info? Click EFAP.


Contact:

Suzanne McIntosh | wellness@uleth.ca | 403-332-5217 | uleth.ca/hr/pension-and-benefits/employee-and-family-assistance-program-efap-0