Prepare for financial security with our Pre-Retirement, Severance and Pension Planning training course. Learn strategic retirement planning, severance package management, and pension optimization to secure your future. Gain practical experience through case studies and interactive sessions designed to ensure a smooth financial transition.

Course Details/Outline:

Day 1: Introduction to Retirement and Pension Planning

• Overview of retirement planning and pension schemes
• Understanding severance packages and financial implications
• Practical exercises on assessing financial readiness for retirement

Day 2: Pension Systems and Investment Strategies

• Understanding pension options, benefits, and regulatory frameworks
• Techniques for maximizing pension fund returns
• Case studies on effective retirement investment strategies

Day 3: Managing Severance and Retirement Benefits

• Strategies for negotiating severance packages effectively
• Understanding post-retirement benefits and healthcare coverage
• Interactive workshops on financial planning for retirees

Day 4: Legal and Tax Considerations in Retirement Planning

• Navigating tax implications of retirement savings and severance payments
• Legal frameworks governing pensions and retiree benefits
• Case studies on optimizing tax-efficient retirement withdrawals

Day 5: Personalized Action Plan for Retirement

• Developing a personalized retirement roadmap
• Strategies for ensuring long-term financial security
• Interactive workshops and financial coaching sessions

Course Booking

Please use the “book now” or “inquire” buttons on this page to either book your space or make further enquiries.