| Forthcoming Courses |
|
Open Pre Retirement Courses
2009
10/11 February
31 March/01 April
12/13 May
30 June /01 July
01/02 September
06/07 October
17/18 November
Planning Your Future
16 June
We are happy to run both pre-retirement and Planning Your
Future courses in house if required.
APPLY
NOW
|
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 |
WE LOOK FORWARD
TO WELCOMING YOU
(SAMPLE COURSES) |
| Pre-Retirement
(Day1) |
| 9.30am |
Registration & Welcome |
| 9.35am |
Setting the Scene |
| 10.45am |
Coffee |
| 11.00am |
Financial Matters(1)
State Pensions
|
| 12.00pm |
LUNCH |
| 12.45pm |
Financial Matters(2)
Inland Revenue
|
| 1.45pm |
Legal Matters
Making a Will
Power of Attorney/Guardianship
Inheritance Tax |
| 2.45pm |
Coffee |
| 3.00pm |
Volunteering |
| 3.30pm |
Close |
|
| 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 |
|
| 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
|
| 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 |
|
