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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
2013
25th/26th June
1st/2nd October
19th/20th November
Planning Your Future
2013
21st May
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) |
| 10:00 |
Registration & Welcome |
| 10:05 |
Setting the Scene |
| 11:00 |
Coffee |
| 11:15 |
Financial Matters(1)
State Pensions
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| 12:00 |
LUNCH |
| 12:45 |
Financial Matters(2)
Income Tax
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| 13:45 |
Legal Matters
Making a Will
Power of Attorney/Guardianship
Inheritance Tax |
| 15:00 |
Coffee |
| 15:15 |
Opportunities in Retirement
Volunteering |
| 15:50 |
Questions |
| 16:00 |
Finish |
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| Pre-Retirement (Day 2) |
| 10:00 |
You & your computer |
| 11:00 |
Coffee |
| 11:15 |
Financial Matters(3)
Savings & Investments |
| 12:30 |
LUNCH |
| 13:00 |
Financial Matters(4)
Savings & Investments |
| 14:15 |
Safety
Personal/ID & Credit Card Fraud/Internet |
| 15:00 |
Coffee |
| 15:15 |
Learning Opportunities in Retirement |
| 16:00 |
Final round-up & Course Evaluation |
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| Planning Your Future |
| 09:30 |
Registration; Introduction and Outline of the day |
| 09:35 |
Financial Planning
Savings and Investments
Budgeting
Taxation
AVC’s & Added Years |
| 11:00 |
COFFEE |
| 11:15 |
State Benefits
How to qualify
Other state benefits
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| 12:15 |
LUNCH |
| 12:45 |
Mortgages |
| 13:45 |
Guardianship & Wills
Making a Will
Power of Attorney/Guardianship
Inheritance Tax |
| 15:00 |
COFFEE |
| 15:15 |
Leisure Activities |
| 15:45 |
Evaluation of the Course |
| 16:00 |
FINISH |
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Last Updated on Monday, 29 April 2013 17:25 |
