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Out of Safety for all our Clients, All our Courses are available for Live Online Training
also available for 10 day training courses and 2 to 3 days In-House
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Also available for 2 to 3 day durations as well as 10 to 30-day training durations In-House and Live online
Reach us today via email, WhatsApp, our website Chat system below or Simply leave us a Message on the Chat system and we'll get back to you.
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
Benefits and Objectives:
By the end of the course, participants will be able to:
Who should Attend
This Course is suitable for a wide range of professionals, including
Compressed Program Outline (PLease contact us for an expanded Outline)
Retirement Planning & Financial Advisory
Enhancing your Retirement Planning with Financial advisory and Estate Planning
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