Course description
Retirement and Employee Investment Planning
Planning to retire from full time work ? Are you ready? This Retirement Planning (RP) training program guides employees through 5 days of interactive and activity-laden session that cover everything from retirement benefits to work-life.
Traditionally, retirement planning programs emphasized the employee benefits and financial factors related to retirement planning. Personal planning is important because it is the determining factor of your satisfaction with your retirement lifestyle. Financial planning is crucial because it identifies your sources of income and expenses and establishes your retirement budget, based on your personal plan.
Our dynamic and collaborative RP focuses not only on these important issues, but also more personal issues such as work-life transitions, emotional preparedness and new or part-time employment
Upcoming start dates
Who should attend?
Who Should Attend
This seminar is designed for anyone who is interested in having a meaningful retirement whether you are near the end of your current career or at the beginning. The course focuses on the needs of people who plan to retire within the near future as well as those who will reach retirement eligibility within the next 5 to 10 years.
Training 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
- Estimating Your Future Expenses
- Issues Relating to Retirement
- Creating Wealth – Investing (Fixed vs. Equity)
- Protecting Your Wealth & Health – Insurance
- Distributing 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
- Professional Pursuit – 2nd and Subsequent Career
Certification / Credits
- 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
Quick stats about Convertas?
Founded in 2006
12 Specialized trainers
100% of happy clients
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Convertas Management Consultants
CONVERTAS offers a series of specialized training services across all areas of business, helping employees develop and increase their skills. Our highly qualified trainers through our specifically designed courses and workshops, as well as our innovative training methodology, will provide...