Two-Day Pre-Retirement Course

Course Highlights

Designed for pre-retirees & partners

Click below for feedback from clients – also browse down for further course details​

PJ F
06/04/2021
I found Day 2 heavy going. I preferred Day 1. In fairness Day 2 dealt with more serious topics. I have deliberately waited a while before submitting my review after Day 2 as I was a little deflated after it, with all the talk about wills and enduring powers of attorney. However I have a bit more perspective after a bit of time has elapsed and looking over the slides and my notes, I feel that it was equally good. Both days were very long, perhaps the course could be split in three days in future.
Matthew C
27/03/2021
Thank You to all.
Ashley W
23/03/2021
Social change engagement - whist very good, would have benefitted from links for volunteering in retirement being included / possible examples. Planning for change - whilst good, would have benefitted from information on maintaining good mental health in retirement. Acknowledgement of the uncertainty of change e.g. bereavement. Although we are living longer early death particularly in the times we are in is a real possibility. NAPD – information from the NAPD on staying connected would have also been beneficial e.g. retired member’s association? I think also NAPD should actively encourage members to undertake this training approx. 3 years before retiring as it really is informative and could help pension planning etc. Overall, excellent and thank you. A lot to think about and do!
shane f
23/03/2021
Pensions section very detailed. A lot to try and take in. Heavy going for an afternoon. Consider splitting this with a morning session
Pauline M
23/03/2021
Thanks for a very informative day
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Overview

Retirement can be a golden period, full of adventure and fulfilment with each day bringing new joys and new adventures – but only if retirees plan for it in advance.

This 2-day programme is geared toward establishing a framework to assist pre-retirees do just that – embodying a modular sequence of expert mini-seminars to address the key lifestyle & financial considerations involved.

Trigraph is presenting this course in partnership with Torc Consulting. There are many topics for the learner to consider as retirement beckons - both technical / financial and personal / health / wellbeing / lifestyle. Over the course of the programme you will meet with eight (8) specialist presenters, each an authority in their own area and with vast experience.

What's Included

LIFESTYLE MODULES

Transition to Retirement

  • What is Retirement: The New Perspective
  • Pre-Retirement: Preparing For Change
  • What We Give Up & What We Gain When We Retire
  • How To Approach/Build a Retirement Plan

Security & Supports

  • Guide To Senior Safety & Security Actions
  • Managing Personal/Domestic Necessities
  • Making the Most of State Entitlements
  • Tapping in to Community Resources
Keeping Connected
  • What is a Social Network
  • Benefits of Social Engagement
  • Managing Relationships
  • Partner Considerations & Single Retirees

Health & Wellness

  • Mental health and Wellbeing
  • Physical health
  • Nutrition and Diet
  • Physical activity and Fitness
FINANCIAL MODULES

Pensions

  • Occupational Pensions: Defined Contribution & Defined Benefit
  • Normal Retirement vs Early Retirement
  • Exploring Options: AVCs, ARFs & Annuities
  • State Pensions
Taxation
  • Tax Categories: Income, Capital Gains & Capital Acquisition
  • Optimising Credits, Reliefs & Refunds
  • Tax Changes in Retirement
  • Updating One’s Tax Affairs on MyAccount

Money Matters

  • Financial & Budget Planning
  • Ways to Stretch the Retirement Euro
  • Managing Debts & Credit Cards
  • Savings & Investments
Wills, Probate & Powers of Attorney
  • Essentials & Format of a Will
  • Succession Act Provisions & Terms
  • The Probate Process
  • Enduring Power of Attorney (EPA) and “Living Wills”

You’ll find each of these modules filled with a broad range of practical tips & resources – drawing on a wealth of up-to-date research & information.

You’ll learn the key ingredients necessary for a successful modern-day retirement, from a course that is designed to be both comprehensive in the detail & range of information imparted – yet, pitched at a level that is both accessible & engaging to each individual participant.

Overall, you’ll leave this course with a strong sense of empowerment – chomping at the bit to get started on this next & exciting phase of life.

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