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Open Retirement Courses
In-House Retirement Courses
Senior Executive Retirement Courses
Talking Retirement
Mid-Life Planning

 

 

 

 

 

2 Day Retirement Planning Course

Day One

   9.30 am

Coffee on Arrival

 

 

 10.00 am

WELCOME AND INTRODUCTIONS

 

 

 10.15 am

ADJUSTING TO A NEW LIFESTYLE

 

a) New Goals and Routines           

b) Personal & Family Relationships

c) Managing the Time                     

d) Paid or Voluntary Work

   

 11.15 am

Coffee and Biscuits

 

 

 11.30 am

LEGAL ASPECTS FOR RETIREMENT

a) Intestacy or Wills/Trusts

b) Guardianship of Children or Grandchildren

c) Power of Attorney

   

  1.00 pm

Lunch

 

 

  2.00 pm

STATE RETIREMENT PENSIONS

 

 

  3.30 pm

Tea and Biscuits

 

 

  3.45 pm

HEALTH CONSIDERATIONS

a) Stress Management

b) Exercise

c) Diet

   

  5.00 pm

End of First Day

 

 

Day Two

 
 

 

  8.45 am

Coffee on arrival

 

 

  9.00 am

HOME SWEET HOME

 

a) Safety & Security

b) Moving or Staying Put

10.00 am

MONEY MANAGEMENT – Part 1

(to include Budgeting, Taxation, Mortgage)

 

 

11.15 am

Coffee & biscuits

 

 

11.30 am

MONEY MANAGEMENT – Part 2

(to include Investment Considerations, How to obtain Financial Advice)

 

 

 12.45 pm

Lunch

 

 

  1.45 pm

OTHER STATE BENEFITS & RESIDENTIAL CARE

 

 

 2.30 pm

Tea and biscuits

 2.45 pm

THE OPPORTUNITIES FOR LEISURE AND LEARNING

a) Paid or Voluntary Work

b) Hobbies & Interests

c)Travel & Holidays

 

   

  3.45 pm

COURSE ROUND UP AND ISSUE OF PACKS

 

 

  4.00 pm

Disperse

 

Retirement Education Services Ltd. 16 St. Mary’s Street, Wallingford, Oxon, OX10 0EW

Phone: 01491 833696    Fax: 01491 839913   Email: training@res-ltd.net