ONE DAY WORKSHOP

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Aim:

• To assist clients to prepare for the changes which take place at retirement and explore the opportunities that this change in lifestyle makes available to them
  

Objectives

• To prepare for and address the issues that are important at retirement;
• To begin the process of taking stock, planning for the future including finance, health, work, leisure, relationships etc,
  
  

The following topics can be covered during the course

• Investment and Taxation
• Planning your affairs in a tax efficient manner
• Simple guides to investment in Retirement
• State Benefits and Pensions
• Continued Health in Retirement
• The Challenges of Retirement
• Opportunities in retirement
• Hobbies, interests, voluntary work and travel
• Wills and trusts
• Protecting your assets
• The way forward

Many other issues are addressed during the workshop as we always encourage active participation and questions from the delegates.

This one day workshop covers all the information required for effective retirement planning, however the time constraint does mean that delegates will need to complete some of the workshop exercises after the course.