Retired… what now?

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Today was the final gathering of a small group I have been leading each Monday morning for the last six weeks. It was titled, Transitioning to Retirement and part of U3A – University of the Third Age. Feedback from participants suggested I should change the title of the group – hence “Retired…what now?” was suggested as an alternative.

We looked at all most of the issues that we face during retirement such as seeking a new direction, finding new ways to fill our time, setting goals for the future etc. Here is a link to the website of our local U3A.

As part of the course I put together a document for the group (based on some information I found online plus some from my solicitor). It is a document that could be used to collect a lot of information in one place. It is probably Australian centric but I can email copies if anyone wants it in Word. I will post a link below to a PDF copy for you to download if you would like to.

combined personal profile and estate plan

I hope that you might find it of some value :). Please note I have no legal training and this is just an administrative document.