Financial Planning for Retirement and Beyond:- Workshop
Programme Overview
Planning for your retirement starts long before that big date. Effective financial planning will determine the lifestyle you want to settle into. This workshop will assist you in planning those goals and choices to make your retirement both active and enjoyable. It involves estimating expenses and saving and identifying other sources of potential retirement income. Your future finances will determine your retirement goal.
Duration and Contact Hours
Duration: 1 Days
Contact Hours: 6
Learning Outcomes
- Formulate road map to achieve new goals
- Appreciate how life reboots after retirement
- Discover alternative ways of making money
- Personalise a financial plan
- Understanding how to determine new expenses
- Gain skills to discover the right size for your new lifestyle
What is covered
- Setting Retirement Goals
- Estimating expenses
- Planning present finances for future goals
- Investment planning
- Determine income options
- Entrepreneurship opportunities
- Rightsizing for the future
- Saving mechanisms
- Managing debts
- Lifestyle choices
Activities for planning