Preparing for Retirement

Course Title: Preparing for Retirement.
For whom
Employees of the organization who are either about within five years or less to retire or those planning to voluntarily
Course Overview:
To enjoy your retirement, you'll need to make sure that your finances are properly organized so that you have the
money in retirement to enable you to do what you want to do. If you're going to retire soon, there are some things
that you might find it helpful to think about.
This two (2) days course is designed to be as practical as possible. The programme format includes individual and
group discussions, simulation exercises and input from the course leader. During the course of the course,
professional financial experts will be available to provide advice, answer questions from participants.
Course Outline
 Introduction to planning your retirement
o Handling discussions with your family pre-retirement
o Approaching retirement – when to retire and what you need to do
 How to manage money
o Principle of save, spend & use
o Saving strategy
 Pensions and Retirement funds
o Financial planning for retirement
o Financial support for retirement
 Investment Options & Products
 Beware of 419
o Identifying scams
 Preparing and coping with health changes
o Keep a healthy life
o Keep active in retirement
o Travel and leisure in retirement
 Avoiding Commons Dangers retirees make
By the end of this course, participants will be able to:
- Well equipped for retirement life
- Understand investment options and financial planning
- Build a business plan that works
- Guide against falling into financial scams
- Keep a healthy life during retirement.
Duration: 2 days (No of participants per session: 10- 20)
*When: See 2013 Schedule at the end of this document
*Where: Abuja / Lagos/ Port Harcourt, Warri. (Exact Venue to be advised)
* Courses can be custom arranged to suit your organizations needs