Retirement Planning Course

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We are proud to offer this course in a variety of training formats to suit your needs. We use the highest quality learning facilities to make sure your experience is as comfortable as possible. Our face to face calendar allows you to choose any classroom course of your choice to be delivered at any venue of your choice - offering you the ultimate in convenience and value for money.

June 2024

Code Date Duration Location Fee Action
RPC001 24 Jun 2024 - 5 Jul 2024 10 days Pretoria, South Africa $4,400 Register
RPC001 24 Jun 2024 - 5 Jul 2024 10 days Nakuru, Kenya KES 166,000 | $2,200 Register
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June 2024

24 Jun - 5 Jul 2024
10 days
24 Jun - 5 Jul 2024
10 days
KES 166,000 $2,200
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The Retirement Planning Course is a comprehensive 10-day course designed to equip participants with the knowledge and skills necessary to plan for a secure and fulfilling retirement. Led by industry experts, this course provides practical guidance on retirement savings, investment strategies, healthcare planning, and lifestyle considerations. This Retirement Planning course provides a comprehensive framework for participants to develop a personalized retirement plan that aligns with their financial goals, lifestyle preferences, and risk tolerance. Each module combines theoretical knowledge with practical exercises and case studies to ensure a holistic understanding of retirement planning concepts.


10 Days

Who Should Attend?

  • Individuals nearing retirement age
  • Professionals seeking to enhance their understanding of retirement planning
  • Financial advisors and planners
  • HR professionals responsible for employee benefits

Course Level:

Course Objectives

  1. Understand the importance of retirement planning and its impact on financial security.
  2. Assess their current financial situation and set realistic retirement goals.
  3. Develop a personalized retirement savings and investment strategy.
  4. Navigate healthcare options and costs during retirement.
  5. Plan for lifestyle adjustments and leisure activities in retirement.
  6. Identify potential risks and challenges in retirement planning and implement risk management strategies.
  7. Create a comprehensive retirement plan that aligns with individual goals and aspirations.

Course Outline

Module 1: Understanding Retirement Planning

  • Introduction to Retirement Planning
  • Importance of Early Planning
  • Factors Affecting Retirement Planning
  • Setting Retirement Goals and Objectives

Module 2: Assessing Your Financial Situation

  • Evaluating Current Assets and Liabilities
  • Estimating Retirement Expenses
  • Calculating Retirement Income Needs
  • Identifying Retirement Income Sources

Module 3: Retirement Savings Vehicles

  • Overview of Retirement Savings Accounts (401(k), IRA, etc.)
  • Contribution Limits and Tax Implications
  • Employer-Sponsored Retirement Plans
  • Individual Retirement Account (IRA) Options

Module 4: Investment Strategies for Retirement

  • Principles of Investment Planning
  • Asset Allocation Strategies
  • Diversification and Risk Management
  • Retirement Income Investing

Module 5: Healthcare Planning in Retirement

  • Understanding Medicare and Medicaid
  • Healthcare Costs in Retirement
  • Long-Term Care Insurance
  • Strategies for Managing Healthcare Expenses

Module 6: Social Security and Pension Benefits

  • Overview of Social Security Benefits
  • Maximizing Social Security Benefits
  • Understanding Pension Plans and Benefits
  • Pension Rollovers and Distribution Options

Module 7: Estate Planning and Legacy Preservation

  • Importance of Estate Planning
  • Wills, Trusts, and Power of Attorney
  • Beneficiary Designations
  • Charitable Giving and Legacy Planning

Module 8: Lifestyle Considerations in Retirement

  • Transitioning to Retirement: Work, Leisure, and Hobbies
  • Housing Options: Aging in Place, Downsizing, Retirement Communities
  • Travel and Leisure Activities
  • Budgeting for Retirement Lifestyle

Module 9: Managing Risks in Retirement

  • Identifying Retirement Risks: Longevity Risk, Inflation Risk, Market Risk
  • Strategies for Mitigating Retirement Risks
  • Insurance Considerations: Life Insurance, Annuities, Long-Term Care Insurance

Module 10: Creating Your Retirement Plan

  • Pulling It All Together: Integrating Savings, Investments, Healthcare, and Lifestyle Goals
  • Reviewing and Updating Your Retirement Plan
  • Monitoring Progress and Making Adjustments
  • Q&A Session and Course Wrap-Up


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Who else has taken this course?

# Job Title Organisation Country
1 Director Ultimate Developers Limited Jamaica
2 Director Ultimate Developers Limited Jamaica
3 Director Ultimate Developers Limited Jamaica
4 Director Ultimate Developers Limited Jamaica
5 Director Ultimate Developers Limited Jamaica

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