Pre-Retirement Planning Workshops
Pre-retirement planning is essential for a happy and long retirement. It is not just about money, it is about emotional change and understanding what the 'new you' looks like. It is about having 52 weeks 'holiday' rather than the normal 4 to 6 weeks and taking up activities to fill the time and in many cases, establishing a new social life - as for many work has been their social life. Also putting into place more practical things and understanding their importance - Power of Attorney, Wills and the consequences of not taking action.
For corporate clients we offer both on-site and virtual workshops detailed below.
For individuals we run monthly online workshops - for more information please email pre-retirement@htr-group.co.uk details for the workshop content are below.
Company Pre-Retirement Planning Workshop £765 + VAT Face-to-Face
Online £655 + VAT
The standard retirement planning workshop is for up to 15 people which can be increased to accommodate up to 20 delegates at an additional charge of £25 + VAT per additional person.
The workshop covers all aspects of retirement planning including areas such as:
- Filling spare time
- Lifestyle choices
- Financial planning
- Mortgages
- Pension options
- Self employment
- Job hunting for those looking to work part time
- Volunteering
- Health and Fitness
- Wills, probate, intestacy
- Setting up Power of Attorney
- plus many other areas
The day is designed to provide guidance and inspiration, whilst also looking at the more practical side of retirement planning.
Supporting the day are comprehensive notes.
We are not financial planning advisors although we will review areas of finance attendees might wish to consider.
By prior arrangement, was can arrange for a local IFA (Independent Financial Advisor) to attend the session who will explain to the group the services they can provide.
For more details please contact us: admin@htr-outplacement.co.uk
or Tel: +44 (0) 333 939 0133
or use our Contact Form below.