Are you preparing to transition into retirement? Are you ready for the change? The Energy Retirement Planning (RP) training course offers a comprehensive 5-day interactive training course that covers everything from retirement benefits to work-life balance.
Historically, retirement planning training courses have focused on employee benefits and financial aspects of retirement. However, personal planning plays a crucial role in determining your satisfaction with your retirement life. While financial planning helps outline your income sources, expenses, and budget, your personal plan sets the foundation for your overall retirement experience.
Our engaging and collaborative Retirement Planning training course goes beyond finances and benefits, addressing key personal issues such as the transition from work-life, emotional preparedness, and opportunities for new or part-time employment.
Key takeaways from this Retirement Planning training course include:
- Viewing retirement (whether voluntary or mandatory) as a new phase that should be planned for as carefully as your prior career phase.
- Approaching retirement holistically, mentally and psychologically preparing for a fulfilling and productive life after work.
- Understanding the shift in retirement paradigm—retiring to something meaningful, rather than simply retiring from work.
- Recognizing that retirement is a “third phase” in life, involving not just leisure, but also personal development and continued productivity from previous phases.
- Navigating the retirement journey with the necessary knowledge, skills, and abilities to achieve the highest level of satisfaction and fulfillment.
By the end of the Retirement Planning (RP) training course, you will be able to:
- Take ownership and responsibility for your retirement planning process.
- Define the next phase of your life based on your personality, interests, needs, and current situation.
- Create a comprehensive retirement plan that includes all aspects of life—Spiritual, Physical, Intellectual, Career, Emotional, Social, and Financial (SPICES/F).
- Make informed decisions to manage your wealth—investing, protecting (e.g., insurance), and distributing (e.g., wills)—to achieve your financial goals.
- Embrace a refreshed approach to life and design a fulfilling retirement lifestyle.
- Maximize your retirement years by enhancing personal freedom and achieving self-fulfillment.
This exciting and empowering Energy Retirement Planning training course is transferred by means of short, focused presentations which are followed by experiential learning workshop sessions. In these sessions the knowledge gained is applied to real-world examples and case studies. Rapid learning of the methods and techniques is achieved by means of group work, individual work, participant discussion, facilitator interaction and constructive feedback.
A well-structured retirement plan can offer substantial advantages for both organizations and their employees. Employers can benefit by:
- Boosting employee motivation and increasing overall productivity
- Establishing a reputation as a supportive and caring employer
- Attracting and retaining top talent
- Gaining a competitive edge in recruitment
Planning ahead in any area of life offers significant value and benefits. For those who plan for retirement, the advantages include:
- Achieving peace of mind—planning in advance not only alleviates stress during retirement but also eases the years leading up to it.
- Maximizing your retirement years in a way that aligns with your current circumstances.
- Ensuring a more financially secure future.
- Making more informed career and financial decisions before retirement through proper planning.
- Coordinating your plans effectively with other involved parties.
- Reducing overall living expenses through strategic planning.
This comprehensive Energy training course on retirement planning is designed for anyone who is interested in having a meaningful retirement whether you are near the end of your current career or at the beginning.
The Retirement Planning training course focuses on the needs of people who plan to retire within the near future as well as those who will reach retirement eligibility within the next 5 to 10 years but will greatly benefit:
- Retiring (mandatory or voluntary) Employees
- Spouses of Retiring Employees
Day One: 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
Day Two: 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
Day Three: 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
- Estimating Your Future Expenses
- Issues Relating to Retirement
- Creating Wealth – Investing (Fixed vs. Equity)
- Protecting Your Wealth & Health – Insurance
- Distributing Your Wealth – Estate Planning
Day Four: 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
Day Five: 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
- Professional Pursuit – 2nd and Subsequent Career