Planning for Retirement

Helping you on Life's Financial Journey

This seminar is specifically designed for employees who are within 10 years of their intended retirement age and provides a balanced, practical, and engaging approach to retirement planning, addressing both the emotional and financial transitions involved.

The session is delivered in two key parts:

Part 1: Lifestyle Transitions in Retirement
This section explores the often-overlooked personal and psychological aspects of retirement. We discuss the impact of leaving the workforce on daily routines, social connections, personal identity, and health. Attendees are guided through strategies to manage these changes and build a meaningful post-retirement lifestyle.

Part 2: Financial Considerations
This section focuses on the financial realities of retirement. Employees will gain practical insights into:

  • The financial and tax implications of retirement,
  • Comparing pre- and post-retirement income,
  • Strategies for maintaining lifestyle spending in retirement,
  • The role of PRSI contributions in determining entitlements from the Department of Social Protection.

By addressing both the emotional and financial dimensions of retirement, this seminar helps employees feel more prepared, reducing anxiety and encouraging proactive planning. For employers, it supports smoother transitions, enhances employee wellbeing, and reinforces a culture of care and long-term support.

Eolas Money Management Ltd, T/A Eolas Money is regulated by the Central Bank of Ireland. Registered in Ireland, registration number 478055. Directors: Brendan Reilly & Jim Stapleton Registered address: Ard Gaoithe Commercial Centre, Cashel Road, Clonmel, Co. Tipperary