Pioneers in Global Leadership and Quality Management 

​Knowing when you are financially ready for retirement is not as clear-cut as it used to be. In the past, employees participating in a traditional defined benefit pension plan would know exactly how much lifetime retirement income they would have well before they made the decision to retire. Now, however, a 401(k) or other defined contribution plan is the main retirement vehicle for most employees, and that means they—and their employers—must take a more hands-on approach

This shift in retirement vehicles means that an employer offering only a 401(k) plan may need to make concerted efforts to ensure that employees feel comfortable retiring. Although employees are counting on their employers for help, only a third believe that their company offers enough guidance to transition into retirement.

This Training is presented by a certified financial and Retirement planner who will provide you with the necessary knowledge and tools to help you develop an individual retirement plan to meet your goals and those of your employees.This Training will help Finance and HR Officers and Support Staff in helping retiring employees make decisions about their retirement planning and to think about the aspects of their life that influence their goals, dreams and hence their financial futures. 

 

This Training workshop will include

Retirement Planning

  • Life Planning for Retirement
  • Retirement Plan Distributions
  • Retirement Needs & Expenses
  • Investments
  • Retirement Obstacles & Mistakes
  • Risk Management & Asset Protection
  • Sources of Retirement Income

Financial Planning

  • Health Benefits during Retirement and Introduction to Retirement Planning


Benefits and Objectives:

By the end of the course, participants will be able to:

  •  Identify your unique pre- and post-retirement financial priorities
  • Understand the retirement income options available
  • Apply the planning tools that will assist you in reaching your financial goals
  • Gain the knowledge and confidence required to communicate with financial and/or other institutions
  • Discern the benefits and implications of earning post-retirement income
  • Achieve and enjoy a rewarding retirement


Who should Attend
This Course is suitable for a wide range of professionals, including

  • Senior Management
  • Finance Manager
  • Human Resource Managers
  • Retirement Advisory Staff
  • Departmental Heads
  • Employee Relations Personnel
  • Anyone who is interested in having a meaningful retirement whether you are near the end of your current career or at the beginning.

Compressed Program Outline (PLease contact us for an expanded Outline)

  • Pre-retirement PLanning: how much will I need to retire comfortably?
  • Retirement Planning
  • How Benefits are Calculated and the Impact of:
  • Planning for Long-term Care
  • Managing life Risks
  • Investment Planning
  • The Investment Management Process
  • High Confidence Investing
  • Retirement income & Strategies
  • Financial Planning
  • Cash Management
  • Estate Planning and Risk Management​​

Retirement Planning & Financial Advisory

​​Enhancing your Retirement Planning with Financial advisory and Estate Planning

DATES AND VENUES

also available for 10 day training courses and 2 to 3 days In-House 

email us, ​​​​​​Chat with us, on WhatsApp or Chat system below or ​Simply leave us a Message on the Chat system and we'll get back to you

13 – 17 January 2020
The Capital Hotel, Sandton City,
South Africa


16 – 20 March 2020

The Capital Hotel, Sandton City,
South Africa


25 – 29 May 2020

The Premier Cape Manor Hotel,
Waterfront, Cape Town, South Africa

27 – 31 July 2020

Laico Regency Hotel
Uhuru Hwy, Nairobi, Kenya​


07 – 11 September 2020

​​The Capital Hotel, Sandton City,
South Africa


16 – 20 November 2020

Golden Tulip Hotel, Al Bashar, Dubai,
United Arab Emirates