Full Day Pre Retirement Planning Workshop
This Full-Day Pre Retirement Planning Workshop combines both our Financial Planning for Your Retirement and Planning Your Retirement Lifestyle events.
Attendees will learn about the financial implications of retirement, as well as the lifestyle and emotional changes that come with more free time.
Event Topics
Making a good pension choice and investment strategies
Occupational pension schemes
Planning your estate, wills and power of attorney
Taxation, inflation and longevity
Learn how to build good lifestyle habits
How will you adapt to this major life change; what are the real issues?
What are the options; can you develop a varied portfolio of your time?
Plus much more
Retirement Planning Presenters
Every seminar or course is different. That is why we have developed a panel of speakers with a wide range of experience. Some speakers have financial expertise and others specialise in the social and psychological aspects of preparing for retirement.
Locations
This event can be presented online using your preferred webinar platform or onsite at your business.
Duration
Our retirement events can be offered as a half or a full day event.
Learning outcomes
Employees will explore the financial and mental impacts of retirement. They will learn how key decisions can make a real difference in retirement and the steps they can take to be financially stable through this life change.
Who we've worked with
Planned Future have worked with a range of large and smaller public and private sector businesses throughout the UK.
Open Retirement Webinars
Planned Future has a range of open pre-retirement events scheduled throughout the year.
These events are great for businesses that have a small number of employees planning to retire. With open events, there is no requirement for a minimum number of attendees from your business.
Complete the below form to request a list of our upcoming open events:
Request Full-Day Retirement Planning Workshop Agenda
Planned Future are able to hold a range of Pre-Retirement workshops for organisations throughout the United Kingdom. To learn more simply complete the form.
