Retirement and Employee Investment Planning

At the end of this training seminar on Retirement Planning (RP), you will learn to:

• Assume accountability and responsibility for your retirement plan
• Profile your next theme of life that suits your character, interests, needs and current circumstances
• Develop your holistic retirement plans encompassing Spiritual-Physical-Intellectual-Career-Emotional-Social & Financial (SPICES/F) of life
• Make sound decisions to create (invest), protect (insure, etc.)  and distribute (wills, etc.) your wealth to achieve your financial well-being targets 
• Live a renewed life and create fulfilling retirement lifestyles
• Optimize your senior years in terms of personal freedom and self-realization

Content:

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
• Your Wealth – Estate Planning

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

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

TRAINING METHODOLOGY

The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result, participants will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.

DATE:

23rd May - 3rd June, 2022.