At the Epic Retirement Institute, we provide, partner, and deliver a range of tailored solutions to meet the unique needs of companies, funds and organisations.
Whether you're looking to leverage our existing courses or want to collaborate on building custom programs, we’ve got you covered.
We work with you to create impactful, goal-oriented pre-retirement education that resonates with your audience. Our team handles everything from design and delivery to operation, ensuring seamless execution.
Additionally, you can offer Bec’s powerful keynotes, lunch and learn sessions, live Q&As and event hosting, bringing her expertise to inspire and engage your staff, members or customers, tailored specifically to your organisation’s goals.
Contact us to learn moreNo matter the approach, we’re here to help you deliver valuable, effective and scalable pre-retirement education that empowers people to shape their epic retirement.
We offer a compelling value proposition for employers and industry organisations to address retirement with confidence. Our widely-respected, scalable, online-delivered program helps your members and staff navigate modern retirement using a proven framework that’s been embraced across the sector.
Proven engagement
Feedback from participants has been overwhelmingly positive. Our education framework, built on six pillars of an Epic Retirement, has consistently delivered high engagement across various formats.
Ready-to-go solutionsÂ
Our 14/16-module program, complete with a book and workbook, is fully developed, tested, and refined. So are our lunch and learn programs and keynotes. Customisation and preparation of marketing materials can be quickly completed by our experienced team.
Independent and collaborative
Our independent approach enhances the education process and seamlessly integrates with your superannuation products, partners, user journeys and more, adding value rather than competing.
Why should employers and super funds offer pre-retirement education?Â
Providing pre-retirement education is more than just a value-added benefit—it’s a strategic investment in your people and organisation. Pre-retirement education can be offered to staff without the stigma of needing to retire – from their early 50s. It offers some great benefits.Â
- It boosts employee confidence and engagement
- It supports smoother transitions
- It reduces workplace stress
- It demonstrates organisational care
- It aligns with social responsibility goals
Investing in pre-retirement education isn’t just good for your people—it’s good for your business. It builds loyalty, confidence, and clarity, ensuring a win-win for everyone involved.
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Contact us to find out more
Speak to our team to learn more about our retirement education capability - and explore how we can help you help your staff, members and customers.Â