Our Phone Number +353 (0)61 514 744

Our Email

Retirement Planning


  • Introduction & Course Objectives
  • The problems and opportunities in retirement
  • Viewing Retirement in a Positive Way
  • The implications of retirement
  • Planning for retirement
  • Pensions – demystifying pension information
  • Financial Planning
  • Taxation
  • Social Welfare
  • Mental Health
  • Physical Activities to consider
  • Time Management Tips
  • 10 suggestions for a positive retirement
  • Q&A
  • Conclude

This course may be of interest to those who wish to start planning for their retirement.

Classroom based, instructor lead, practical hands on course.

Product Description

This Retirement Planning & Preparation training course is designed to equip attendees with the knowledge and skills to guide them through the retirement process to best manage their financial, physical, & emotional health.

This Retirement Planning & Preparation training course is divided into two half day sessions; financial planning and non financial planning. This Retirement Planning & Preparation training course can be delivered face to face or via webinar.

Awarding Body: Optima Training & Consulting Ltd

National Framework of Qualifications Level: N/a

Certification: Optima Training & Consulting Ltd Certificate of Completion

Renewal: N/a

Entry Requirements:
Minimum age- 18 years old

Minimum English requirements: Leaners must be able to understand and convey the concepts contained in the programme content.

Assessment Details: Class Interaction

Cost Per Person:
The fee is inclusive of all training courseware materials, certificate of completion and 3 months after training support.

Progression Opportunities: Please see related courses

Protection for Enrolled Students: N/A

Should a course not proceed, any payment received will be refunded within 48 hours