Preparing for Retirement Workshop

Purpose

This is a free one day virtual workshop which is open to any staff member who is planning to retire within the 12 – 18 months.   It aims to inform and educate individuals to make the most effective and stress free financial and personal transition in retirement and help attendees think about volunteering, learning and alternative work opportunities, post retirement.

 

There will be a number of core presentations in the morning and in the afternoon we will offer a range of topics in breakrooms and participants can choose which ones they are interested in.

Learning Outcomes

• To fully understand how the HSC Superannuation 1995 and 2008 Schemes  & the State Retirement Pension work and how this applies to your circumstances.
• To enhance your understanding of the Financial Services Marketplace to allow you to create a sensible investments strategy to manage and protect your assets into the future.
• To raise awareness around active ageing, health and wellbeing, second careers and volunteering opportunities post retirement.

Audience

Primarily for those thinking about or actively planning their retirement within the following 12-18 months.  Partners are welcome to log in. 

Method

By Zoom 

Draft Agenda

9.00am - Welcome and Introductions  

9.15am  - Pensions (Richard Duddy, BSO HSC Pensions Branch)

10.00am - 5 min break

10.05am - Positively Retiring  (Val McGarrell)

11.00am - Comfort Break

11.15am - Financial Services (Ryan Crozier & Andrew McColl, Law Society NI Financial Advice)

12.30pm - Lunch

1.20pm - Good Vibrations Initiative (Age NI)

 

Breakout Room Workshops

1.40pm - 2.25pm ; 2.30pm - 3.15pm ;  3.25pm - 4.10pm

 

Welfare and Benefits / Care Home Costs  (Age NI)

Investments /  Estate Planning (Law Society NI Financial Advice)

Thinking about a 2nd career (Age NI)

Staying Active  (u3a & Volunteer Now)

Advance Care Planning  (tbc)

Please select an appropriate time and venue and click the apply button to register for this course.

Label	Dates & Times	Venue	Facilitator	Administrator
Preparing for Retirement Workshop	Thursday, 11 November, 2021 (9am - 4.30pm)	Zoom - Virtual Learning Session	Fidelma Carolan	Donna Kirk
Preparing for Retirement Workshop	Wednesday, 26 January, 2022 (9am - 4.30pm)	Zoom - Virtual Learning Session	Fidelma Carolan	Donna Kirk
Preparing for Retirement Workshop	Tuesday, 8 March, 2022 (9am - 4.30pm)	Zoom - Virtual Learning Session	Fidelma Carolan	Donna Kirk