Why Retirement Planning is so vitally important? Retirement can be a golden period, full of adventure and fulfilment with each day bringing new joys and new experiences – but only if retirees plan for it in advance.
Most recent research indicates that over 50% of people who have not made preparations for retirement feel anxious about the approaching change, while 95% of people who have planned for retirement in advance are positive and enthusiastic about new life phase.
Our programmes empower participants to play an active role in the process of Preparing for their own Retirement by highlighting and thoroughly discussing the following key aspects:
Change & Wellbeing
What is Retirement? The Changing View
Final finish or new beginning? What does it mean to me? What are the success factors?
Preparing for Major Change
The psychological barriers – rewire or retire. Main challenges and issues.
Considering Third Age Activities
Part-time work, voluntary work, self-employment, hobbies, travel.
Relationships & Community
Spouse, Family, Friends. Ways of keeping fit and active. Healthy eating. Building wellness and resilience.
Health & Wellbeing
Ways of keeping fit and active. Healthy eating. Building wellness and resilience.
Personal Action Plan
Sketching a commitment to take the actions which will make the future a success.
Entitlements & Benefits in general for older people.
Finance in Retirement
The importance of Planning.
Exploring general issues and supplementing the information provided by the employer.
Living on Less (understanding of household expenditure etc), spending triggers, manage debt, credit cards.
Lump Sum Options
Paying off debts, investments, risk v return, spending lifecycle, giving away etc.
Income/CGT/CAT, especially on Pension, Property and Gifts
Wills, Gifts, Inheritance – issues and tax implications.
- Putting Life into Your Retirement – Pre-Retirement Workshop delivered to pre-retirees and spouses/partners in a One or Two day format.
- Pre & Post Retirement Coaching
- Financial Planning for Retirement
- Financial Wellness
All our programmes can be delivered in the following formats:
- 2 Day Workshops
- 1 Day Workshops
- ½ Day Workshops
- Individual Retirement Planning Coaching
Programmes currently running (2021):
- Civil Service
- EU Institution – Germany
- Irish Semi-State
- Professional Body
Our programmes incorporate individual and group work through participative discussion, questionnaires and presentations – spiced with humorous anecdotes and real-life stories.
Every participant receives an information pack/workbook to take home, refer to and use for more detailed planning in their own time.
Workshop participants are normally invited to bring a partner or somebody close with them.