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 on our next course now
 

Upcoming Courses

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

Spring Edition '24

Our Spring Edition runs for six week from 8th August to 18th September 2024. 

Earlybird tickets on sale now offering 25% off for a limited time. 

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 new and more 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.  

And, 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 course programs: 

  • WINTER: 6th June to 17th July 2024
  • SPRING: 8th August to 18th September 2024

A limited number of Earlybird tickets are available on each 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.

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. 

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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 ‚Äėnational help services‚Äô,¬†guiding them across their contact centre, general and personal advice offerings and educations services.¬†

 Rowena Millward
Author of Uncomfortable Growth and Executive Coach

Rowena Millward joins us in week 5 to answer your questions on the emotional and purpose-seeking journey into retirement and how you can use this turning point of life to grow and reinvent yourself. 

Rowena Millward is an expert in growth, reinvention and change. She‚Äôs the author of the book, ‚ÄúUncomfortable Growth - Own Your Reinvention‚ÄĚ and an executive and personal coach that guides people and teams through their own reinventions at all life stages but most particularly in midlife transitions.¬†

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. 

And check out our new exclusive course workbook 

Our NEW exclusive How to Have an Epic Retirement Flagship Course 150+ page printed and digital workbook is at the printers. This is a helpful accompaniment to the course, allowing you to work through the process of building your own retirement plan. It will be mailed to you. 

Why are we 'doing it together'? 

This program is being run ‚Äėsynchronously‚Äô 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‚Äôs face it, is important when we‚Äôre 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 upcoming Editions but still want to do the program?

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

Request info on future programs 

Testimonials 

The feedback on our August Edition 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.

This course provided a comprehensive, yet whistle stop tour of retirement and pre-retirement planning, covering all aspects from financial to health and travel to estate and end of life planning. The content is engaging, well researched and delivered and I would recommend this course to anyone, even if you are only just thinking about the possibility of retiring in a few years, as it will help you plan and prepare for what could truly be an epic retirement with a really strong foundation.

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.

Leigh H.

I found the course invaluable, the overall content was excellent covering many relevant topics for the new stage in our life to be truly epic! We have the tools and so much more knowledge which combined with your book we're on our way to the fantastic years ahead. I would highly recommend both the course and the book.

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.