105 Retirement Planning
Aged 45–65+ & still working Retire once. Retire well. Plan with confidence. This course gives you the knowledge, tools, and expert strategies to design a secure lifetime income, protect yourself legally, support your family safely, and future-proof your retirement decisions.
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Sat 14 Mar
- TEC-subsidised course fee for qualifying learners $46.00 incl. GST
- $80.00 incl. GST
Sessions
Session 1
Sat 14 Mar 10:00 - Sat 14 Mar 14:00At Selwyn College, Auckland.Session 2
Sun 15 Mar 10:00 - Sun 15 Mar 14:00At Selwyn College, Auckland.Please note there is NO refund or transfer if you cancel less than 5 working days in advance of a class starting. Our refund policy can be read in full here. -
Wed 03 Jun
- TEC-subsidised course fee for qualifying learners $46.00 incl. GST
- $80.00 incl. GST
Sessions
Session 1
Wed 03 Jun 19:00 - Wed 24 Jun 20:30At Selwyn College, Auckland.Session 2
Wed 10 Jun 19:00 - Wed 10 Jun 20:30At Selwyn College, Auckland.Session 3
Wed 17 Jun 19:00 - Wed 17 Jun 20:30At Selwyn College, Auckland.Session 4
Wed 24 Jun 19:00 - Wed 24 Jun 20:30At Selwyn College, Auckland.Please note there is NO refund or transfer if you cancel less than 5 working days in advance of a class starting. Our refund policy can be read in full here. -
Sat 31 Oct
- TEC-subsidised course fee for qualifying learners $46.00 incl. GST
- $80.00 incl. GST
Sessions
Session 1
Sat 31 Oct 10:00 - Sat 31 Oct 14:00At Selwyn College, Auckland.Session 2
Sun 01 Nov 10:00 - Sun 01 Nov 14:00At Selwyn College, Auckland.Please note there is NO refund or transfer if you cancel less than 5 working days in advance of a class starting. Our refund policy can be read in full here.
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Wed 04 Nov
- TEC-subsidised course fee for qualifying learners $46.00 incl. GST
- $80.00 incl. GST
Sessions
Session 1
Wed 04 Nov 19:00 - Wed 25 Nov 20:30At Selwyn College, Auckland.Session 2
Wed 11 Nov 19:00 - Wed 11 Nov 20:30At Selwyn College, Auckland.Session 3
Wed 18 Nov 19:00 - Wed 18 Nov 20:30At Selwyn College, Auckland.Session 4
Wed 25 Nov 19:00 - Wed 25 Nov 20:30At Selwyn College, Auckland.Please note there is NO refund or transfer if you cancel less than 5 working days in advance of a class starting. Our refund policy can be read in full here.
Description
What This Course Covers
1. Your Lifetime Retirement Strategy
- Identify your retirement age
- Learn how much you’ll realistically need
- Create a secure income plan to age 90+
- Avoid the mistakes that force people back to work
- Understand how to protect your wellbeing and financial future
2. NZ Super & Government Regulation Changes
- How rising access ages may affect you
- Residency rules and future changes
- How to plan with and without NZ Super
- Using projections to understand long-term outcomes
3. Planning for Incapacity or Dementia
- The decisions you must make early
- Financial and personal protection if you lose capacity
- Preventing stress on your spouse or children
- How EPAs and planning frameworks keep control in your hands
4. Estate Planning & Legal Structures
Wills
- What a modern NZ will must include
- Avoiding disputes and unintended outcomes
Enduring Powers of Attorney
- The two types and why both matter
- Choosing the right attorney
Family & Testamentary Trusts
- When trusts still add value
- Protecting assets and vulnerable beneficiaries
- Ensuring wealth passes to the right people, safely
5. Helping the Next Generation While Protecting Yourself
- Gifting vs lending
- Shared ownership & equity strategies
- Helping with first homes safely
- Supporting children without damaging your own retirement
6. Professional Projection Software
- How advisers forecast your income year-by-year
- Visualising savings lasting through retirement
- Stress testing plans against inflation, crashes, and rule changes
- Spotting financial blind spots early
7. Building Your Professional Team
- How to pick the right lawyer, financial planner, accountant, and insurance specialist
- What each expert actually does for you
- Questions to ask before choosing an adviser
- How to coordinate your team for the best overall outcome
8. The Secrets of an Expert Retirement Planner
- The 7 key data points professionals analyse
- Hidden risks most people miss
- How experts maximise income safely
- Choosing the right strategies for long-term success
9. Group Question & Answer Session
- Open discussion
- Personal questions welcomed
- Real-life examples
- Clarification of strategies
- Learn from others in a supportive environment
Who Should Attend
This course is ideal for:
- Kiwis aged 45–65 wanting a clear, long-term plan
- Couples preparing for retirement together
- Homeowners considering downsizing or restructuring
- Anyone unsure if they are “on track”
- Individuals planning for future health changes or estate needs
- Parents wanting to help children safely and fairly
What to Bring
- Mobile phone
- Calculator
- Pen and paper
- Water bottle
Your Outcome
By the end of this course, you will have:
✓ A clear retirement strategy
✓ A lifetime income plan to age 90+
✓ An estate planning checklist
✓ Protection against incapacity or dementia scenarios
✓ A safe framework for supporting your children
✓ A personalised roadmap of next steps
✓ The knowledge to retire once — and retire well
Information is covered in a fun and relaxed way, with many real-life examples of effective strategies. Dylan Mann will present this course. He is an AFA financial planner with more than 17 years industry experience and advanced qualification on the topic.
