Course Overview

The "Retirement Wealth Strategies" course is a comprehensive program designed to empower individuals with the knowledge and tools needed to secure a financially sound and prosperous retirement. In an era of evolving economic landscapes and changing retirement paradigms, this course equips participants with practical insights into retirement planning, investment strategies, and wealth preservation. By integrating both foundational principles and advanced techniques, this course prepares learners to confidently navigate retirement complexities and achieve lasting financial security.

Module 1: Fundamentals of Retirement Planning

• Introduction to retirement planning essentials and setting retirement goals.
• Evaluating retirement income sources, including pensions, Social Security, and personal savings.
• Developing a personalized retirement plan aligned with individual needs and aspirations.

Module 2: Investment Strategies for Retirement

• Exploring investment options tailored to retirement goals and risk tolerance.
• Understanding the impact of asset allocation and diversification on retirement portfolios.
• Developing long-term investment strategies to support retirement income needs.

Module 3: Tax-Efficient Retirement Strategies

• Navigating the tax implications of different retirement accounts and distributions.
• Optimizing tax efficiency in retirement income withdrawal strategies.
• Understanding Roth conversions, required minimum distributions (RMDs), and tax planning.

Module 4: Longevity and Healthcare Considerations

• Planning for healthcare costs and potential long-term care expenses in retirement.
• Evaluating Medicare options and understanding the role of health savings accounts (HSAs).
• Strategies for managing healthcare costs while maintaining financial security.

Module 5: Estate Planning and Legacy Preservation

• Exploring the importance of estate planning and ensuring a smooth wealth transfer.
• Understanding wills, trusts, and beneficiary designations in preserving legacies.
• Minimizing estate taxes and ensuring assets are distributed according to wishes.

Module 6: Social and Psychological Aspects of Retirement

• Addressing the social and emotional dimensions of retirement transitions.
• Strategies for finding purpose, maintaining social connections, and combating retirement-related stress.
• Navigating the psychological challenges of adapting to post-work life.

Module 7: Sustainable Retirement Income Strategies

• Designing retirement income strategies to sustain financial security throughout retirement.
• Incorporating annuities, systematic withdrawals, and other income sources.
• Adapting strategies to changing market conditions and unexpected life events.

By offering a comprehensive curriculum that covers retirement planning, investment strategies, tax optimization, healthcare considerations, and legacy planning, this course equips participants with the tools they need to navigate retirement with confidence and financial security. Graduates will be empowered to make informed decisions, achieve their retirement goals, and enjoy a prosperous post-work life.

Course Fee

₦165,000

Date & Location

• Date: 11th Feb - 13th Feb, 2025
• Location: Lagos
• Virtual Learning: Available

• Date: 6th May - 8th May, 2025
• Location: Lagos
• Virtual Learning: Available

• Date: 5th Aug - 7th Aug, 2025
• Location: Lagos
• Virtual Learning: Available

• Date: 4th Nov - 6th Nov, 2025
• Location: Abuja
• Virtual Learning: Available