Retirement Planning

COURSE DURATION 5 DAYS

Date: 17^th to 21^st August 2026

Date: 16^th to 20^th March 2026

Traditional retirement planning training courses emphasized the employee benefits and financial factors related to retirement planning. Personal planning is important because it is the determining factor of your satisfaction with your retirement lifestyle. Financial planning is crucial because it identifies your sources of income and expenses and establishes your retirement budget, based on your personal plan. Social entrepreneurship, sustainable agriculture, money market, and overall investment hold a high premium.

 

The ALARDI Africa Course offers an engaging and dynamic experience for participants. It also focuses on personal issues such as work-life transitions, emotional preparedness, and new or part-time employment (community engagement, charity, etc).

 

Objectives

At the end of this Oxford training course on Retirement Planning (RP), you will learn to:

• Assume accountability and responsibility for your retirement plan
• Profile your next theme of life that suits your character, interests, needs, and current circumstances
• Develop your holistic retirement plans encompassing Spiritual-Physical-Intellectual-Career-Emotional-Social & Financial (SPICES/F) of life
• Make sound decisions to create (invest), protect (insure, etc.)  and distribute (wills, etc.) your wealth to achieve your financial well-being targets
• Live a renewed life and create fulfilling retirement lifestyles
• Optimize your senior years in terms of personal freedom and self-realization

 

Who should Attend?

This comprehensive training course on retirement planning is designed for anyone interested in having a meaningful retirement, whether you are near the end of your current career or at the beginning.

The 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
• Smart retirement planners
• Trainers, mentors and coaches

 

Training Methodology

This exciting Retirement Planning training course is delivered using 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.

 

 

Course Outline

 

Day 1. Gearing Up for 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 2. 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 3. 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

Days 3 & 4. Investment

• Social entrepreneurship-Start-up, growth, maturity and re-vamping
• Sustainable agriculture-Smart Agriculture, what, where, how?
• Money Market-Which way, how, risk management
• Retire with grace and grit

 

Days 4 & 5. 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- Mental Wellness and Mental Sharpening

 

Day 5. 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
• Community Engagement and charity
• Learning a new skill after 60(Case Scenarios)

 

 

Certificate

• On successful completion of this training course, the ALARDI Africa Certificate will be issued to the participants.

 

Venue:

Kenya-Nairobi                               Cost USD 1800

Egypt-Cairo                                    Cost USD 1800

Singapore City, Singapore           Cost USD 2500

Date: 17^th to 21^st August 2026

Date: 16^th to 20^th March 2026