Pre – Retirement Planning

Overview

This seminar will provide you with an introduction to the issues affecting your retirement. It will help you to plan both financially and emotionally for the next phase of your life.

Course overview:
Research has shown that both financial considerations and social and emotional impacts are important when planning for retirement. This seminar will include sessions on financial planning including investments and taxation and adjusting to and planning for retirement.

This course will enable you to

• Understand the financial implications of retirement.
• Learn about your state pension entitlement
• Understand your occupational pension
• Identify personal and financial actions which will help make the most of your retirement
• Start the process of planning for a successful retirement

Who is the Course aimed at

Those who are retiring imminently or those who are planning to retire within the next 2 years.