Planning for Retirement workshop
Living your best life beyond the workforce
The time spent in retirement now is considerably greater than it was for earlier generations. Increasing life expectancy means that many people are now spending the equivalent of half (or more) of their working lives in retirement. This requires them to focus their attention on planning for their retirement if they wish to lead happy, purposeful and meaningful lives through this time.
Frequent comments from attendees at our workshops say that they wished they had received this financial information 10 years earlier. Financial planning for retirement is not something that can be left until retirement is imminent – the sooner it can be addressed, the more likely that financial and lifestyle goals can be achieved. However those close to retirement acknowledge that they also benefit from some critical financial aspects and they especially find the Lifestyle planning component is also vital. The comment “We didn’t know what we didn’t know” is quite often heard following our workshops.
Our Retirement Planning workshops are in two parts and highlight:
Lifestyle Planning
- What does retirement mean to me – am I ready, am I open to it?
- How do I deal with change and loss, and how can I plan to ensure I transition successfully?
- What are the key skills and talents I want to take with me into the next stage?
- What are my concerns and what losses might I encounter?
- What provides meaning and purpose for me in life and what will these look like:
- Relationships – what will change with my spouse/partner, family and friends?
- Leisure – what interests provide meaning and fulfilment?
- Work – do I want to continue working in a different capacity – what might this look like?
- Voluntary work – what type of activity might provide satisfaction and meaningfulness?
- Learning – what would I like to pursue – e.g. a hobby, intellectual pursuit or an interest?
- Health and wellbeing – how do I ensure optimum physical and emotional health?
- Location – what are the things I need to think about and the impact of change?
- Social – how will my social life differ?
- What does my retirement plan now look like and how can I make this a reality?
Presenter: Cynthia Munro
Financial Planning
We are independent of all financial product suppliers. We do not promote or recommend any individual financial products.
- Understanding your present situation:
- Present financial position
- What could impact your financial security
- Financial and lifestyle goals and objectives
- Picture what lifestyle you would like – what will it cost?
- What financial lifestyle goals to be met before retirement – cost?
- How do you get from here to there?
- Cash Management and savings
- Investments
- Financial Plan (bringing it all together)
- Avoiding the common mistakes
- Financial advisers
- Do you need a financial adviser?
- Criteria for selecting an adviser/questions to ask
Financial information provided in the workshop is of a general nature and participants are recommended to seek personalised advice from an adviser who is authorised to provide Regulated Financial Adviser services.
Presenter: Craig Wylie
For further information, please contact Cynthia by email, Cynthia@c2consulting.co.nz , or phone 0274 865 065
The dates of the next two workshops are 15 May and 7 August 2024, please choose from the dropdown box below to register.
Cost
$375 including GST per person (includes workbook)
To Register
Please complete and submit the form below, or if you prefer to register manually, please contact Cynthia as above.
