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Education & CPD

Retirement Planning Seminar

* These prices include online discounts - prices may be higher if booked over the phone or in person.

download application form   Contact us on 01 664 0618
  •   Date: Thursday, 21 March 2024
  •   Registration: Thursday, 21 March 2024 09:30
  •   Start: Thursday, 21 March 2024 10:30
  •   End: Thursday, 21 March 2024 14:30
  •   Location: The Richmond Education and Event Centre, North Brunswick Street, Dublin 7

Description

We have designed this seminar to ensure you are fully prepared for a secure retirement.  
**Please note this FEE IS NON-REFUNDABLE if you wish to cancel.**
  • Thursday, 21 March 2024

  • 09:30
    Registration
  • 10:30
    Superannuation explained
  • 11:00
    - When a full pension is available
  • 11:15
    -The calculation of the lump sum, the deductions that will be taken from it and when it will be paid - What arrangements are made for a spouse/partner in the event of the death of the member.
  • 11:30
    Options for increasing your retirement benefits
  • 11:35
    AVCs, Personal Retirement Savings Accounts (PRSAs), savings plans, etc. It compares and contrasts the various advantages of the different options available in both the private and the Public Sector (e.g. the Purchase of Notional Service Scheme).
  • 12:30
    Planning your finances in retirement Ensuring you have a solid plan in place to provide you with financial security in your retirement is vital. This session will deal with investing your gratuity and other lump sums wisely and what
  • 12:45
    to do about any surplus income you may have in retirement. The various options on the market will be highlighted and information provided on matching your investment choices to your
  • 12:50
    own individual requirements such as your investment goals, investment time frame, attitude to investment ‘risk/reward’, etc.
  • 13:00
    Tea/Coffee and Sandwiches
  • 13:30
    Personal taxation This session will address, in straightforward and practical terms, the basic taxation issues which members face when handling their tax affairs. It will also cover the tax issues that need to be
  • 13:45
    addressed when a person “changes job” or moves on to a pension. It will outline the benefits of making regular tax returns. It will also detail the various ways in which you could save a
  • 13:55
    substantial amount of money by legitimately claiming for tax credits, allowances and reliefs now and in retirement in areas such as medical expenses, caring for a dependent relative, etc.
  • 14:00
    Budgeting and money saving tips Making the most of your income leading up to retirement and in retirement itself is very
  • 14:10
    important. This session will provide some practical ways of saving money on your regular expenses such as health insurance, life cover, utility costs and even as far as holidays and weekend breaks.
  • 14:15
    Questions and Answers
  • 14:30
    End
  •   Location: The Richmond Education and Event Centre, North Brunswick Street, Dublin 7
Reading List

For access to any of the references below, please contact the library. e: library@inmo.ie, t: 01 6640614

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