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

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. 

Watch Bec explain the program in more detail in the video below. 

Book your place on the next course
 

Upcoming Courses

The How to Have an Epic Retirement Flagship Course is a six week program. Upcoming programs are listed below.  

Summer Edition '24

Our Summer Edition runs for six week from 10th October to 22nd November 2024. 

Epic Retirement subscribers enjoy 15% off - check the latest newsletter for the coupon code.

Book your place now

Autumn Edition '25

Our Autumn Edition runs for six week from 20th February 2025 to 3rd April 2025. 

Tickets will go on sale 1 month prior to kickoff. 

Register your interest

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 digital 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.  

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

We have two upcoming programs

  • SUMMER '24: 10th October to 22nd November 2024  (NOW ON SALE)
  • AUTUMN '25: 20th February 2025 to 3rd April 2025 

Download a brochure and learn more about the course. ➡

Download the brochure - Summer 2024 Program

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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 100+ page practical and professionally produced 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.

Meet our Special Guests for Summer 2024

We are welcoming some of the most respected leaders in the retirement industry to join us for live Q&A sessions related to topics covered in the Summer 24 and Autumn 25 Programs. Events are held weekly. Each course has a schedule of Q&As listed in the brochure. 

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. 

Sue West
Coach, Facilitator and Consultant at Flourishing After Fifty

At 60, Sue West has dedicated her encore career to empowering people over fifty to navigate life and career transitions with clarity, confidence, and joy. 

Through her transformative work at Flourish After Fifty, Sue supports women in overcoming fear and uncertainty, enabling them to embrace new possibilities and create deeply satisfying lives on their own terms.

She has more than 30 years of leadership experience in public health, academia, and the non-profit sectors, Sue also offers executive coaching through Sue West Coaching, helping leaders flourish in their professional lives. 

 

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 Australia & New Zealand for Virtuoso Travel, and General Manager, Sales for Qantas Holidays too. 

Check out our exclusive course workbook 

Every participant on our courses receives our exclusive How to Have an Epic Retirement Flagship Course 150+ page printed and digital workbook.

This is a powerful tool that helps you reflect on each of the lessons and build your insights and action plans.  It will be mailed to you prior to the course kickoff. 

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.

Testimonials 

The feedback from our recent editions of the Flagship Course has been sensational. Have a read of some of the closing remarks and testimonials. 

Sarah T.

It has been Epic! The course has provided me with a great starting block to begin planning for my Epic Retirement. The modules were well presented with a gradual inclusion of information making it easy to gain and build upon knowledge. I have already recommended the course and your book to friends and strangers alike. I also love reading your newsletters and listening to the podcasts.

Maryanne

If you want to prepare for an epic retirement this is the course to explore all your options. It gets you thinking and planning on your different stages of your prime time in an extremely informative way. It makes you think about the fun stuff as well as the tough stuff in a positive way. I highly recommend this course and am now primed and looking forward to my epic retirement.

Susan M.

"The Epic Retirement Course is comprehensive and easy to follow with great work book to keep a record of all decisions and tips to complete it. I'd highly recommend it. Take control!" -- Sue

Tom

Great course. Great content. I found it very helpful to think about the various facets of retirement that have been raised.

Connor

Enjoyed the course and got a lot out of it. Pulled together a lot of different aspects that I had done investigations on.

Caroline W.

Shame this course was not available before I retired. It filled in some gaps of knowledge that I have had to discover on my own since retiring. 
 

Eve

I would highly recommend the Epic Retirement course to everyone planning to retire in the future, as well as those that have already retired. The information provided was exceptional, as was all of the speakers. Thank you Bec.

Sally

At the start of this course and with not much super I had little confidence for our epic retirement. But now having gone through the financial lessons and already had 1 financial planner meeting am now feeling confident that even with our amount of super we can still make it EPIC.

Penny S.

This course has been absolutely amazing I have learned so much. I now know what I need to put in place for the future. I feel very excited for my Epic Retirement years ahead.

Keen to do the course but not available on the dates offered? 

We plan and launch our programs for sale 1 month before kickoff. There's currently four public programs planned for the 2025 calendar year. If you'd like to be notified about future events, please complete this registration of interest form and we'll email you as soon as they become available. 

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