Retirement Planning Courses for Broker Clients

Thu Apr 15 2021

Brokers Ireland and The Retirement Planning Council of Ireland (RPCI) are delighted to launch a partnership whereby the RPCI will run retirement planning courses for clients of Brokers Ireland members.

The workshops, which are highly interactive in nature, focus on the holistic side of retirement planning and help people to prepare for, and transition into a happy, meaningful and fulfilling next phase of their lives. They address all of the areas that change in retirement, particularly the important matters of relationships and personal identity. These are areas that affect not just the person retiring, but their partners too. Other important matters covered on the courses are personal life planning, maintaining healthy lifestyles and some legal matters relating to wills and Enduring Power of Attorney.

Whilst the courses are predominantly concerned with the human side of retirement planning, there are three short modules that address some financial aspects.

The first is Social Protection – this helps people get clarity around their own personal entitlements and benefits. The second is taxation, which changes as income often does when one retires.  The third module, titled “Managing your Finances”, was designed by Brokers Ireland. It is intended to compliment and reinforce the relationships between Brokers and their clients and to equip course participants to have meaningful conversations with their brokers around financial retirement planning. This module does not advise course participants and the RPCI will never give advice on financial matters; nor is it authorised to do so.

The RPCI normally runs courses around the country. However, in the current environment we are now providing our courses through an interactive online learning platform for safe delivery to participants. In parallel with this we will also be resuming face-to-face courses when Covid-19 protocols allow and it is safe to do so.

Cost of Courses

The fee for the two-day course is usually €530 for participants and €265 for their partners.

Brokers Ireland members who join the RPCI as corporate members for an annual fee of €100 can avail of discounted prices of €470 and €250, respectively.  There are many other benefits of corporate membership, in particular free content for Brokers’ newsletters on any matters relating to retirement.

The RPCI also offers a more intimate one-day 1-2-2 Executive course for individuals and their partners. Please contact the RPCI for more details on this course, or with any other queries relating to bookings.

Booking Courses for  Clients

Brokers who wish to make bookings on behalf of their clients can do so by contacting The Retirement Planning Council of Ireland on 01 478 9471 or for more information contact Kevin Kenny on 087 2550585 or kevin.kenny@rpc.ie. Additional details on the course, including instructions on how to make a booking, can be found at www.rpc.ie.  If clients are booking directly, Brokers should ask them to contact the RPCI office to avail of the corporate discount.

Ray Kenny, Chairman of RPCI with Brokers Ireland, President Ciaran Blackall 

 

 

 

 

 


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