Torc offers a 2-day training course on retirement planning, to smoothly transition participants to retirement – practically & psychologically.
This 2-day retirement planning training course, designed for pre-retirees & partners, is overwhelmingly goal-directed toward establishing a framework to assist pre-retirees set course on a new pathway – and smoothly engage with the wide spectrum of practical & psychological considerations attending the retirement transition.
While drawing on a wealth of up-to-date international thinking, we stay firmly grounded to the culture and climate of Irish life – in the context of case studies, role-plays & practical information imparted.
The format of the course involves a combination of individual and group work through participative discussion, questionnaires and case studies – spiced with humorous video & audio inserts. Pace & sequence of sessions vary depending on input from participants.
Understand/appreciate the factors that make for a happy and rewarding retirement.
Develop a positive mindset to manage the change to structures and routines, caused by retirement.
Identify the personal thinking styles and motivators that influence one's adaptability to retirement.
Understand the process of planning for retirement with respect to key aspects such as finance, health, work, leisure, relationships, self identity, fulfillment, etc.
Devise a personal framework of purposeful retirement activities.
What is Retirement? The Changing View. Final Finish or New Beginning? What does it mean to me? The 8 critical Success Factors.
Pre-Retirement:: Preparing For Change. The psychological barriers – retire or rewire. Lessons from case studies.
Managing Relationships: Family & Friends. Communications, listening, space, assertiveness. 180° questionnaire for couples.
Need For Community & Belonging. Neighbourhood, workplace, sports & social clubs. Special case of single retirees.
Financial Concerns Part 1: What are our concerns regarding finance in retirement? A look at the benefits available & the criteria require to secure them.
Financial Concerns Part 2: Budgeting/ Financial planning, Lump Sum Investments, Wills, Risk.
Health in Retirement: Considering how to be healthy in our retirement. Looking at ways of keeping fit & active.
Third-Age Activities: Managing 2000 Extra Hours of Time. Gradual retirement/part-time work/self-employment/hobbies/voluntary-work/adult-education/travel.
Individual Action Plan. Self-appraisal & commitment to take action. Creating those tomorrows … today.
Recap: Summary & End. Final questions & goodbyes.