Personal Retirement Planning

 

There is more to a successful retirement than having a good retirement financial plan.

 

Do you have a personal retirement plan that goes beyond a financial plan? Does your plan look at your health, relationships, legal security and continuing life purpose?

A personalised workbook by consultant and COTA (NSW) Executive Director, Neil Tucker, Building Your Retirement House (which is not about building a house but building your retirement life), sets out a simple, personal plan to work through. It challenges you to think of all of the relevant aspects of your pre-retirement planning and retirement life.

Retirement involves change - personal change - unique to you. Planning your retirement or having it thrust upon you means that you make certain assumptions and you have personal expectations - hopeful and threatening. Your plans for your retirement life will involve other people - friends and family. There is also an element of risk. You cannot tell exactly what will happen. Life is like that, even when you plan it carefully.

The workbook follows an eight point plan where YOU plan your own change management.

The headings are:

  • Security
  • Work
  • Accommodation
  • Health
  • Education
  • Recreation
  • Relationships
  • Purpose

Each chapter provides you with a chart to fill out. There is also a summary chart where you can transfer the main ideas and look at your whole plan. You can also discuss your chart with other persons.

The book/cd costs $25 (including postage and handling).

Order your copy by completing our PRP (Personal Retirement Planning)  Order Form. 

Print and post with your payment to  

COTA (NSW), Level 4, 280 Pitt Street, Sydney 2800

Telephone: 9286 3860 ~  Fax: 9286 3872 ~  Email: info@cotansw.com.au

About the author

Neil Tucker, BA, Dip Ed, MA (Educ), MBA (Exec), Grad Dip Psych & Counselling, FAIMPaul Tucker

Executive Director, Council on the Ageing, (NSW) Inc

 

Neil is the State Director of a not-for-profit national community organisation that serves the interests of Australians over 50 years of age. He is responsible for policy development and advocacy, media and public information services (statewide call centre), membership, corporate and government services, community education projects.

Neil's previous career was in education, as teacher and Principal in four Australian states and overseas. He continues his interest as a national consultant. He is a Board member of St John Ambulance NSW, and chair of Community Care Branch which runs a literacy support program in NSW state schools. He is Chair of the board of a Central Coast school.

Neil presents workshops on pre-retirement planning, mature employment, communication skills and not for profit organisational management.