Retirement Planning Workshop (ONSITE) 1 day


This one day workshop introduces and develops understanding of retirement planning, with key strategies to strengthen future financial security.

For more details, see below for a longer description.

N.B – When booking, use the additional information box to include the date and time you’d like the workshop delivered. 


This one day workshop serves as a foundation to understanding the retirement planning, sharing simple strategies to save and generate future income.

Topics explored include:

  • Recognizing attitudes towards money and the future
  • Pension types – Making good choices
  • Identify Income generating assets
  • Mapping priorities
  • Developing financial security with planning principles
  • Investments & Risk