Mid Career Financial Planning

 

UCD Provider

People & Organisation Development - UCD HR

 

Aimed at

All employees who are within about 15 to 20 years from retirement age

 

Objectives

  • To provide participants with up to date information on relevant financial planning issues
  • To identify what financial issues need to be addressed at this point, i.e. approximately 15 years prior to retirement
  • To afford maximum early preparation for a financially secure retirement.

 

Content

  • Financial Planning
  • Current Financial Environment
  • UCD Pension Arrangements
  • Personal Taxation
  • Personal Checklist - including Wills & Power of Attorney
  • Social Welfare Entitlements
  • Fair Deal Scheme

 

Facilitator         

Retirement Planning Council

Duration            

1 day (09:00 - 16:30)

Date(s)    

14 March 2017

 

Book Your Place

UCD Online Booking System

Close