Pre-Retirement 1-Day Workshop
| Introductions | Objectives of the workshop. Expectations of the group. Wheel of Life. Setting the scene – compare working life to life after work. Statistics – how the world has changed. |
| Adjusting to Change | Comparing present chapter in life to the next one. Examining what will be missed from working. Raising the major issues of time and attitudes to change. Making choices. Evaluating how relationships will change. Positive thinking. |
| Lifestyle | Tasks, generations, communications, space, home and garden, mobility and security. Values and needs analysis. |
| New Horizons | Self analysis exercises. Taking stock and looking at how understanding yourself better will help your future plans. |
| Health and Fitness | Importance of check-ups, correct nutrition & exercise. |
| Financial Planning | Wills, Budgets, Power of Attorney, searching for an IFA. IFA Presentation (optional) |
| Opportunities & Interests |
Exploring opportunities in life after work. Paid work, volunteering, learning, physical activities, developing pursuits, travel and adventure. |
| Creating an Action Plan |
Personal action plan to take away and work on for the future. |
