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 6 – 24 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

For those thinking about or actively planning their retirement.   Partners are welcome to log in. 

 

 

Method

By Zoom 

Agenda

9.00am - Welcome and Introductions  

9.15am  - Pensions (Erin McNamara, BSO HSC Pensions Branch)

10.00am - 5 min break

10.05am - Positively Retiring  (Val McGarrell, Prima Linea Training)

11.00am - Comfort Break

11.15am - Financial Planning (Lighthouse Financial Services)

12.30pm - Lunch

 

Breakout Rooms  (you can attend four topics) 

1.30pm - 2.00pm ; 2.05pm - 2.35pm ;  2.40pm – 3.10pm  3.25pm – 4.05pm  

 

Welfare and Benefits   (Brenda Kearns, Age NI)

Financial & Estate Planning (Lighthouse Financial Services)

McCloud Remedy (Lighthouse Financial Services)

Staying Active  (Stuart Pollard u3a & Jane Gribben Volunteer Now)

Interested in Fostering (Lorraine Toner & Emer Hanna – HSCNI Fostering)

Health and Wellbeing (Joanna Dover & Donna Rooney, Belfast Trust)

4.10pm - Q&A / Evaluation

4.30pm - Close 

 

For more information on the workshop content please click here

 

There are currently no dates scheduled for this course, if you would like to submit an expression of interest please contact us.