SU249 – The Retirement Challenge

Planning for retirement is key to a happy and stress-free life. For those that are retired, some can find it a bit of a wilderness.

Retirement means different things to different people but invariably it is some sort of new chapter with a myriad of new features.  Many sleepwalk into this new phase of their life and may find unanticipated challenges along the way.

I’m a retired financial planner who has spent many years helping people plan for and enjoy retirement. Drawing on my many years of retirement planning this course endeavours to unpack retirement into its key areas:

• When should I or when can I retire?
• What are the financial considerations? Can I afford to retire?
• The investment world including risks, strategies and tax.
• The physical and mental aspects of retiring.

These areas are explained, discussed and you will be encouraged to formulate actions necessary towards ensuring retirement is the success you hope for.

The course is suitable for those wishing to explore retirement, whether you are thinking of retirement, or are already retired.

Photo by Marc Najera on Unsplash