Navigating Life After Retirement: Pre-Retirement Planning

Objective:
The objective of this course is to equip participants with the knowledge and skills necessary to effectively plan for life after retirement. Participants will learn strategies for financial planning, health management, lifestyle adjustments, and personal fulfillment, enabling them to transition smoothly into retirement and enjoy a fulfilling and secure post-retirement life.
Course Content:
Understanding Retirement
• Introduction to retirement planning
• Retirement readiness assessment
• Retirement lifestyle expectations
Financial Planning for Retirement
• Budgeting and saving strategies
• Investment options and retirement accounts
• Social security benefits and pension plans
Health Management in Retirement
• Healthcare considerations and costs
• Long-term care planning
• Healthy lifestyle choices for aging well
Lifestyle Adjustments
• Housing options and downsizing
• Leisure activities and hobbies
• Social connections and community involvement
Personal Fulfillment in Retirement
• Setting goals and creating a retirement vision
• Finding purpose and meaning in retirement
• Maintaining mental and emotional well-being
Estate Planning and Legacy
• Wills, trusts, and estate planning basics
• Legacy planning and charitable giving
• Ensuring financial security for future generations
Transitioning into Retirement
• Retirement planning timeline
• Strategies for adjusting to retirement
• Creating a retirement action plan
Review and Reflection
• Review of key concepts and strategies
• Reflection on personal retirement goals and plans
• Action steps for continued retirement preparedness

FOR WHOM:
Human Resources Managers, Admin Managers, Senior Managers, Directors, Supervisors, Maintenance Managers, Admin Officers and others who perform related functions.
Methodology
The training methodology integrates lectures, interactive discussions, collaborative group exercises, and illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical experience, emphasizing the application of learned techniques. This approach ensures that attendees return to their professional environments equipped with both the competence and self-assurance to effectively implement the acquired skills in their responsibilities.

DATE:
1ST BATCH: 4th – 7th Feb,2025
2ND BATCH: 27th – 30th May,2025
3RD BATCH: 9th – 12th Sept,2025