Planning For Retirement

Planning for retirement is an important step for any healthcare professional, but it can be particularly challenging for those in primary care due to the demanding and often unpredictable nature of the work. This course is designed to provide primary care professionals with the knowledge and skills they need to plan for a successful retirement.

Who’s it for?

This course is ideal for primary care professionals who are approaching retirement or are interested in planning for retirement in the future. It is also useful for healthcare managers who want to support their staff in preparing for retirement.


Course content

Understanding Retirement:

understanding the financial, emotional, and lifestyle changes that come with retirement.

Retirement Savings Strategies:
learning how to create a retirement savings plan, including strategies for saving and investing.

Navigating Retirement Benefits:
understanding retirement benefits, including Social Security, Medicare, and retirement plans.

Estate Planning:
learning how to plan for the transfer of assets to loved ones or charities after death.

Transitioning to Retirement:
understanding the emotional and lifestyle changes that come with retirement and developing strategies for managing the transition.

Key Features

bullet tick

Available as a standalone course or as part of a programme

bullet tick

*This course is ready-to-go or fully customisable

bullet tick

Face-to-face / Live virtual / Blended

bullet tick

Fully updated for 2023 with content designed by Crescente

Planning For Retirement

Course Summary

Guided Learning

Half-day course*
Enquire nowdown arrow
Contact us for more information about this course.

Your basic information

  • This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
By submitting the form you agree to Crescente Privacy T&Cs
"I just wanted to thank you for the great sessions that have been delivered over the last 4 months, I personally get a great deal to reflect upon out of them and have found the learning to be very insightful within my fairly new role."

Gemma Shone - NHS

Other courses you may be interested in

Get Chartered

Get Chartered with us today!

Getting chartered ensures managers with exceptional management and leadership skills and commitment to Continuing Professional Development (CPD), are easily identifiable to employers and peers.