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 General Courses are arranged on a regular basis and are open to all.
It is possible to tailor courses to the needs of individual employers.
To obtain maximum benefit, the course should, ideally, be attended six months before retirement.
Course fees include lunch and light refreshments.
Planning Your Future Seminars are provided and these are for people in the 35-45 age group.
Again these can be open to all or held in-house if desired
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| Forthcoming Courses |
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Open Pre Retirement Courses
2010
31 Aug/1 September
5/6 October
23/24 November
Planning Your Future
TBC
Open Pre Retirement Courses
2011
1 /2 February
22 /23 March
10 /11 May
28 /29 June
2 /3 August
4 /5 October
22 /23 November
Planning Your Future
Tuesday 7 June
We are happy to run both pre-retirement and Planning Your Future courses in house if required.
APPLY NOW
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WE LOOK FORWARD TO WELCOMING YOU
(SAMPLE COURSES) |
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| Pre-Retirement (Day1) |
| 9.30am |
Registration & Welcome |
| 9.35am |
Setting the Scene |
| 10.45am |
Coffee |
| 11.00am |
Financial Matters(1)
State Pensions
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| 12.00pm |
LUNCH |
| 12.45pm |
Financial Matters(2)
Inland Revenue
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| 1.45pm |
Legal Matters
Making a Will
Power of Attorney/Guardianship
Inheritance Tax |
| 2.45pm |
Coffee |
| 3.00pm |
Volunteering |
| 3.30pm |
Close |
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| Pre-Retirement (Day 2) |
| 9.30am |
Positive Health |
| 10.30am |
Coffee |
| 10.45am |
Financial Matters(3)
Savings & Investments |
| 12.00pm |
LUNCH |
| 12.45pm |
Financial Matters(4)
Savings & Investments |
| 2.00pm |
Home Safety |
| 2.45pm |
Coffee |
| 3.00pm |
Opportunities in Retirement |
| 3.45pm |
Evaluation of the Course |
| 4.00pm |
FINISH |
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| Planning Your Future |
| 9.30am |
Registration; Introduction and Outline of the day |
| 9.35am |
Financial Planning
Savings and Investments
Budgeting
Taxation
AVC’s & Added Years |
| 11.00am |
COFFEE |
| 11.15am |
State Benefits
How to qualify
Other state benefits
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| 12.15pm |
LUNCH |
| 12.45pm |
Mortgages |
| 1.45pm |
Guardianship & Wills
Making a Will
Power of Attorney/Guardianship
Inheritance Tax |
| 3.00pm |
COFFEE |
| 3.15pm |
Leisure Activities |
| 3.45pm |
Evaluation of the Course |
| 4.00pm |
FINISH |
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Last Updated on Monday, 28 June 2010 18:21 |
