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Pre-Retirement Planning – Two Day Online Seminar

July 30th @ 9:30 am - July 31st @ 3:30 pm


Spouse/partner can attend free of charge.

Full Course Details

Day 1: Tuesday, July 30th 2024 | Online
Day 2: Wednesday, July 31st 2024 | Online
Time: 9.30am – 3.30pm
CPD: 11 CPD Hours
Method of Delivery: Online
Fee: €750

Seminar 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 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 suggest that 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

Patrick Murphy 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.

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.

Multiple Delegate Discount

  • 3+ Delegates – 5% Discount
  • 5+ Delegates – 10% Discount
  • 10+ Delegates – 15% Discount

To avail of our multiple delegate discount for 3 or more delegates, you must email with the name and details of all those you wish to book. All those you wish to book on must be booked at the same time.

For 1 or 2 attendees, manually enter in the number of tickets you wish to purchase below.


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Pre-Retirement Planning - Two Day Online Seminar


July 30th @ 9:30 am
July 31st @ 3:30 pm
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