Course Overview

This transformative course is designed to empower individuals with the knowledge and tools needed to navigate the critical stages of pre-retirement and post-retirement planning. Participants will gain practical insights, financial strategies, and emotional guidance to ensure a smooth transition into retirement and a fulfilling life after work. Through expert guidance and actionable steps, attendees will be equipped to make informed decisions that align with their aspirations and secure their financial well-being.

Module 1: Understanding Retirement: The Journey Ahead

• Exploring the various phases of retirement and lifestyle considerations
• Assessing your readiness for retirement: financial, emotional, and lifestyle aspects
• Setting goals and aspirations for a fulfilling post-work life

Module 2: Building a Solid Financial Foundation

• Identifying and maximizing retirement income sources: pensions, savings, investments, and more
• Creating a personalized retirement budget and setting achievable financial goals
• Strategies for optimizing savings and investments in the pre-retirement phase

Module 3: Managing Retirement Risks and Healthcare

• Understanding potential retirement risks: inflation, market fluctuations, and unexpected expenses
• Navigating healthcare considerations in retirement and addressing medical expenses
• Planning for long-term care and insurance options for peace of mind

Module 4: Legal and Estate Planning Essentials

• Overview of estate planning tools: wills, trusts, and beneficiary designations
• Ensuring a smooth transfer of wealth to beneficiaries while minimizing taxes
• Addressing legal considerations to safeguard your assets and wishes

Module 5: Lifestyle and Emotional Aspects of Retirement

• Embracing the psychological and emotional dimensions of transitioning into retirement
• Cultivating a sense of purpose and maintaining social connections post-retirement
• Exploring hobbies, passions, and a balanced lifestyle in your retirement years

Module 6: Social Security and Government Benefits

• Demystifying Social Security: when and how to claim benefits for optimal outcomes
• Navigating government benefits and understanding their impact on your retirement income
• Maximizing your entitlements while considering taxation implications

Module 7: Crafting Your Retirement Roadmap

• Integrating financial, emotional, and lifestyle elements into a comprehensive plan
• Creating a personalized retirement roadmap with short- and long-term goals
• Monitoring and adjusting your retirement plan to align with changing circumstances

Course Benefits:

• Gain holistic insights into the critical phases of retirement planning.
• Develop a robust financial foundation for a secure post-work life.
• Learn to manage retirement risks, healthcare, and legal considerations.
• Address emotional aspects and cultivate a fulfilling retirement lifestyle.
• Understand Social Security and government benefits for optimal claiming strategies.
• Craft a personalized retirement roadmap aligned with your goals and aspirations.
• Benefit from expert guidance to make informed retirement decisions.

This course empowers individuals to take control of their retirement journey by equipping them with the knowledge and strategies required to navigate the complexities of pre-retirement and post-retirement planning. By integrating financial, emotional, and lifestyle considerations, participants can confidently embark on a fulfilling retirement that aligns with their aspirations and secures their financial future.

Course Fee

₦165,000

Date & Location

• Date: 18th Mar - 20th Mar, 2025
• Location: Lagos
• Virtual Learning: Available

• Date: 17th Jun - 19th Jun, 2025
• Location: Abuja
• Virtual Learning: Available

• Date: 9th Sep - 11th Sep, 2025
• Location: Lagos
• Virtual Learning: Available

• Date: 9th Dec - 11th Dec, 2025
• Location: Lagos
• Virtual Learning: Available