Take the 'How to Have an Epic Retirement Flagship Course' to build your knowledge and confidence.

This program is practical, informative and energetic. It will leave you excited and well-equipped for the road ahead. 

Book your place now

COURSE OVERVIEW

Prepare yourself for a modern, epic retirement.

The Epic Retirement Flagship Course is a program developed by retirement expert Bec Wilson that gives you the lessons, tools and insight needed to help you prepare for a modern retirement. 

There’s 14 modules, delivered over 6 weeks, that teach you about the six pillars of an epic retirement. And, with our comprehensive workbook, you’ll be well-tooled to set your goals, build your vision and plan, then set yourself on the path to an Epic Retirement.  

And, the program is complemented with 6 Live Q&A sessions (one each week). We've hand-picked a selection of special guests who will add colour and flavour to the program. 

The program is designed to be run in ‘Editions’. The Autumn Edition kicks off on 11 March 2024. 

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6 Week Program

A 6 week program,  completed as a cohort of pre-retirees and retirees, together. 

14 Modules

14 comprehensive modules of education, each with 6-10 easy-to-consume lessons.

Q&A Sessions Weekly

6 Q&A sessions with Bec Wilson and hand-picked special guests.

Practical Workbook

An 85+ page practical workbook that helps you action each module.

Online Community

An online community of course participants to learn with.

Signed copy of book 

Receive a signed copy of our new updated 2024 edition.

Complete the 'How to Have an Epic Retirement - Flagship Course' in 14 life-changing modules. 

Led by Retirement Educator Bec Wilson, The How to Have an Epic Retirement Flagship Course guides you through the six pillars of an Epic Retirement and helps you create your own picture of a modern retirement. Learn about the systems of retirement, build your financial confidence, explore your health, happiness and fulfilment and understand the role your home will play at each stage of your life. 

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Meet our Special Guests

In our Autumn Edition, we have invited some of the most respected leaders in the retirement industry to join us for live Q&A sessions related to topics covered in the course. Events are held weekly. 

Mark Lapedus 
Actuary and Head of Product, Allianz Retire+

Mark is an actuary who has more than 25 years’ experience developing longevity solutions for the financial services industry.

He has a powerful understanding of longevity and the risks facing consumers and how they are changing. And he joins us in week 1 for our Q&A on lifespan, healthspan and the risks of living longer. 

Mark has, over his career used his actuarial skills to develop highly successful and innovative products that offer people income over their lifetime. He is currently the head of product at Allianz Retire+, one of Australia’s leaders in longevity solutions. 

Andrew Lowe
Head of Technical Services, Challenger Limited

Andrew Lowe is our special guest in week 2. Andrew and the Challenger Tech Team are responsible for the development and delivery of technical content, tools and advice for advisers. 

Andrew’s areas of interest include pre and post retirement planning, superannuation (including SMSFs), social security, aged care and the regulatory environment for the provision of financial advice.

He has more than 20 years technical experience including roles with AMP, ING and ANZ and has qualifications in Commerce, Law and Financial Planning.

David Lane
QLD State Manager & Senior Private Wealth Adviser, Ord Minnett

David Lane is our special guest in Week 3, answering a raft of questions about superannuation, investing and financial advice. 

He is an experienced Senior Private Wealth Adviser with Ord Minnett, and their Queensland State Manager. 

David was recognised in the 2020 and 2021 editions of Barron’s Top 100 Australian Financial Advisers and has received recognition at the IFA Awards. 

And, David contributed to How to Have an Epic Retirement the book! 

Jen Harding
General Manager, Advice Development and Growth at HESTA

Jen Harding is our special guest in week 4 to answer your questions about superannuation and the different types of financial advice you expect to access through your fund.

Jen is a widely respected leader in superannuation. and superannuation financial advice, having spent more than 20 years in the sector. 

She leads education and advice teams at HESTA in the part of the business they call ‘national help services’, guiding them across their contact centre, general and personal advice offerings and educations services. 

Jim Kilkenny
Retired Financial Adviser, Accountant and Company Director, Recovered from RDS

Jim Kilkenny joins us in week 5 to answer your questions on the emotional and purpose-seeling journey into retirement, and how to learn from the experiences he had and avoid relevance deprivation syndrome. 

Jim had a very big career as an accountant, financial adviser, company director and coach to hundreds of people approaching retirement. Then he retired and found himself a sufferer of relevance deprivation syndrome. So he then set about the challenge of building a life he wanted to live in his modern retirement, including taking on a little bit of work, picking up hobbies and pursuits he loves, and actively looking after his health. 

Fiona Dalton
General Manager Australia & New Zealand for Virtuoso Travel

Fiona Dalton has led many of the big tour brands in Australia and in week six she joins us to explore all the questions you have on travelling in retirement. 

Fiona has over 30 years of travel and tourism experience across the corporate and leisure sectors in the Australian market. 

She was the CEO for The Travel Corporation Australia, Managing Director for Uniworld Boutique River Cruises in Australia, General Manager, Sales for Qantas Holidays too. Fiona is currently the General Manager Australia & New Zealand for Virtuoso Travel, the world’s leading community of luxury travel advisors and experiences. 

Book your place on the upcoming course now

Our next course launches on 11th March. Places are limited, and because it's our first course, we're offering an Earlybird special which runs until 4th March 2024. 

Book your place now

Why are we 'doing it together'? 

This program is being run ‘synchronously’ which means we all do it together, working through the program of content week-by-week, over a six week period. I think this makes the course easier to digest, and much more entertaining - which, let’s face it, is important when we’re talking about money, planning and the life ahead. 

The pre-recorded content and associated workbook for the week drops on a Monday morning. Once per week we will be hosting live Q&A sessions with our really special guests who can help to bring the whole course to life for you.

Can't make our Autumn Edition but still want to do the program?

There will be more courses this year. Fill out this form and we'll put you into the Early Bird Release of our next programs. 

Request info on future programs