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Pre-Retirement Planning Course

 

Course Overview 


Planning for life after retirement or making sensible provisions for your future is probably one of the most important things you will ever do. This online Pre-Retirement Planning course will provide you with the information and support you need to look to the future with confidence.

Planning for retirement is often left to the last minute. International research and our extensive experience suggests people should realistically give some thoughts to the major changes and challenges of retirement three to five years before the event.

 

Topics covered


A positive approach to change in retirement
Dealing with changes in relationships, taking steps to maintain our good health, and managing time in retirement is the main focus of this session. Practical ideas are explored to give participants the tools to plan and deal successfully with the challenges presented by these aspects of life.

Wills & inheritance
Getting our personal affairs in order so we can get on with the job of enjoying retirement is very important.
Some practical ideas in relation to dealing with our legal affairs are explained on this session.

Personal taxation
Many people are paying more tax than they need to for a number of reasons. We outline how the tax system works and show participants how to maximise their position and keep their tax affairs in order.

Social welfare system
This system in Ireland is extremely complex and we guide participants through what can appear to be a minefield to ensure they understand how the system works, what they are entitled to and how to maintain and claim those entitlements.

Financial planning issues
Having worked long and hard to earn a pension and lump sum it is important that participants are equipped to understand the plethora of options available today for investing money. Our team of independent experts explain how the most common financial products work, and alert participants to the questions they need to ask when they seek financial advice. Specific financial advice cannot and will not be given to participants on the seminar.

 

Who should attend?


Anyone who sees retirement as an option within the next three to five years. Spouses and partners are welcomed and encouraged to join the discussion as the areas we cover are as important for this person as the person actually retiring from an organisation. Research shows very clearly that the amount of satisfaction a person gets in retirement is directly related to the amount of preparation they put in to planning for retirement.

This seminar will also prove useful for Human Resources Specialists, Employee Assistance Officers and those involved in the area of Pensions.

 

Course Tutor


Pat Murphy APMLPA is Ireland’s longest practicing, full-time, independent and professionally qualified practitioner in the area of retirement education. He achieved MSc. in retirement and life planning from Surrey University.  Through his work with his peers in Europe he brings the broadest insights into retirement preparation. He was made an Advanced Professional Member of the prestigious Life Planning Association in the U.K. His constant innovation and updating of his programmes is the benchmark for other providers to seek to emulate.

Patrick is supported throughout the country by an extensive team of independent experts in all areas of retirement education, thus guaranteeing participants receive the most up to date, accurate and independent information to assist them in planning for their retirement.

Participant limits apply, so secure your place now.

 

 

Full Course Details


Title: Pre-Retirement Planning Course
Date: Monday 4th and Tuesday 5th October 2021
Time: 9.30am – 2.30pm
Method of Delivery: Online
Fee: €650

 

 

Tailored Training


All of our open programmes can also be run on an in-house basis. For more information, see our page on In-House Training.

 

Booking


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