Retirement and Employee Investment Planning

OBJECTIVE:
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

FOR WHOM:
Human Resources Managers, Admin Managers, Senior Managers, Directors, 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: 11th – 14th Feb,2025
2ND BATCH: 3rd – 6th June,2025
3RD BATCH: 16th – 19th Sept,2025