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Event Title
Planning for Retirement - Financial planning and tax elements
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Event Dates
02/02/21
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Course Closed |
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| Training Area | Staff Development |
Specific Area | Professional Effectiveness |
| Course Type | Workshop |
| Closing Date | 30/01/21 |
| Main Trainer | Trinity Bridge |
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Target background requirements
Staff
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| Scope |
Workshop summary
This webinar is designed to help those who are considering their retirement options to make better informed decisions around future pension provision and other financial, investment and tax choices.
Aims and Objectives
The 2-hour webinar will cover:
• Key financial planning principles
• Making good pension decisions
• Pension allowances and rules
• What to expect from the State
• Understanding the investment universe
• Protection
• Tax and tax planning
• Will and estate planning overview
Pre-session Requirements
Once booked on to a webinar the employee will be given access to a virtual retirement hub which contains a wide range of valuable information, videos, recorded webinars, downloadable materials and tools that address both the lifestyle and financial elements of planning for retirement and these include: planning for the transition, state entitlements, will and estate planning and planning the rest of your life. It is recommended that you visit the virtual retirement hub before attending the live financial webinar but it will remain available to you afterwards too.
On-the-Day Details
Please arrive at least 10 minutes before the start of the webinar.
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