Zoom Pre-Retirement Courses

We can offer Pre-Retirement Courses via zoom and tailor made to your requirements.  Please contact us if you wish to join our next zoom session.  The dates will be decided when we have sufficient interest.  Most companies have chosen 2 x 4 hour sessions over 2 mornings, viz

  • DAY ONE
  • 9.45  a.m. Log in
  • 10.00 a.m. Introduction and Welcome
  • 10.15 a.m. Pensions/Benefits/N.I. Contributions
  • 11.00 a.m. Break
  • 11.15 a.m. Tax in Retirement
  • 12 noon     Break
  • 12.15 p.m.  Legal Advice/Making a Will
  • DAY TWO
  • 9.45 a.m.   Log in
  • 10.00 a.m.  Financial Planning
  • 11.00 a.m.  Break
  • 11.15 a.m.  A Healthy Lifestyle
  • 11.45 a.m.  Break
  • 12 noon     Review and Course Conclusion

Course dates