Planning for Retirement

Considering retiring from a full-time job? Have you prepared? Employees are led through five days of engaging, activity-filled sessions in the Retirement Planning (RP) training course that cover everything from retirement benefits to work-life balance.

The employee benefits and financial aspects of retirement planning have traditionally been emphasized in training courses on retirement planning. Personal planning is crucial since it affects how satisfied you are with your retirement lifestyle. Because it identifies your sources of income and expenses and develops your retirement budget based on your unique strategy, financial planning is important.

In addition to these crucial topics, our dynamic and inclusive Retirement Planning also focuses on more private concerns including work-life transitions, emotional readiness, and new or part-time employment.

COURSE OBJECTIVES
At the end of this course, participant will be able to:
Take ownership of and accountability for your retirement strategy.
Describe the next topic in your life that best fits your personality, interests, needs, and current situation.
Create your holistic retirement plans, taking into account your spiritual, physical, intellectual, career, emotional, social, and financial (SPICES/F) aspects of life.
To reach your financial well-being goals, make wise choices about the creation, protection, and distribution of your wealth (via investments, insurance, wills, etc.).
Renew yourself and design rewarding retirement lifestyles
Make the most of your senior years in terms of personal choice and self-awareness.

TARGET AUDIENCE
Retiring (mandatory or voluntary) Employees

COURSE OUTLINE
Healthy Ageing
Common Causes of Death in People
5-Step to Healthy Ageing
Supporting a Healthy Lifestyle
Enjoying Your Leisure Time
Tips for Optimizing Leisure Time
Stress Management

Gearing Up To Your Retirement
What is “Retirement”?
Multiple perspectives of “Retirement”
Major Life Issues Confronting 50-plussers
Traits of Highly Successful Retirees
Three “Boxes” of Life
The SPICES/F of Life in Retirement
Six Categories of Planning for Successful Retirement
Three Core Ingredients for Autonomy and Self-realization
 
Emotional & Mindset Management
Reinventing Your Life with Imagination
Benefits of a Strong Support Group
Circles of Support – Intermediate / Outer / Peripheral Circles
Create a Better You & Family Support
Barriers to the Good Life
Undiscovered vs. Discovered Self
Guidelines for Managing the Stresses Associated with Life Change and Transition
Growth Potentials vs. Losses in Senior Years
 
Financial Planning and Management
Financial Planning for YOUR Retirement
Setting Your Retirement Goals
Understanding Your Financial Net Worth
Evaluating Your Present Lifestyle
Managing Your Issues
Steps in Setting Your Retirement Goals
Managing Your Risk
Estimating Your Future Expenses
Issues Relating to Retirement
Creating Wealth – Investing (Fixed vs. Equity)
Protecting Your Wealth & Health – Insurance
Distributing Your Wealth – Estate Planning
 
Employment Continuity and Professional Enhancement
Choices and Activities in Retirement
Main Factors to Work during Retirement
Employment Opportunities in the 50’s
Ingredients for Self-exploration
Knowledge You Bring into Retirement
Techniques to Choose Your Post-retirement Career
Habits of Self-made Millionaires