Event photo

Pre-retirement Workshop


Event type

Financial Education

Event bookings can only be created between

06/03/2019 - 22/05/2019

Seats in waiting list

0


Course Documents

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Facilitator

Paul Rimmer


Description

Do you think about what changes retirement will bring to your life, and how to make the most out of your plan? This pre-retirement course will prepare you to identify the diverse issues that may be a part of your retirement journey. Most importantly, it will enable you to take your retirement decisions more confidently.

What are the benefits?

Our pre-retirement course offers a profound understanding of how to prepare and plan for your retirement. As a result, the course is designed in such a way to help you develop expertise in anything ranging from Pensions to Taxation.

Topics covered include:


Reviewing your current income and expenditure over your career
Pensions
Tax efficiency
Savings and Investments
Estate Planning

Who should attend?

The workshops are aimed at individuals who want to understand the opportunity that retirement presents both personally and professionally. It will also help in answering any concerns that you may have in order to help you decide when you want to retire.

Occasions for this event

Details about the occasions for this event is shown below. To add or edit occasions click on edit event to the right.

Occasion(s) Weekday Location Location status
Confirmed21/05/2019 09:30 - 16:00 Tuesday Portal House 1st Floor Room 5 and 6 Confirmed