Course Overview

The "Strategic Retirement Wealth Management" course is a dynamic program designed to equip individuals with the knowledge and skills needed to navigate the complexities of retirement planning, investment management, and wealth preservation. In an era of changing financial landscapes and evolving retirement dynamics, this course provides participants with practical insights into optimizing retirement savings, managing risks, and creating a secure financial future. The curriculum blends theoretical foundations with real-world applications to prepare learners for roles that require expertise in modern retirement planning.

Module 1: Foundations of Retirement Planning

• • Introduction to retirement planning principles and the importance of early preparation.
  • Understanding retirement goals, risk tolerance, and lifestyle expectations.
  • Crafting a personalized retirement plan that aligns with individual aspirations.

Module 2: Investment Strategies for Retirement

• • Exploring investment options tailored to long-term retirement objectives.
  • Understanding asset allocation, diversification, and risk management.
  • Developing investment strategies to achieve sustainable retirement income.

Module 3: Tax-Efficient Retirement Strategies

• • Navigating tax implications in retirement, including tax-deferred accounts and taxable distributions.
  • Optimizing tax efficiency in retirement income withdrawals and estate planning.
  • Implementing strategies to minimize taxes and maximize after-tax retirement income.

Module 4: Longevity and Healthcare Planning

• • Addressing healthcare costs and potential long-term care expenses in retirement.
  • Evaluating Medicare options, supplemental insurance, and health savings accounts (HSAs).
  • Developing strategies to manage healthcare expenses without compromising financial security.

Module 5: Income Streams and Retirement Cash Flow

• • Analyzing various income sources in retirement, including Social Security, pensions, and investments.
  • Designing retirement income strategies that balance longevity, inflation, and market volatility.
  • Ensuring a steady and sustainable cash flow throughout retirement.

Module 6: Estate Planning and Legacy Preservation

• • Understanding the importance of estate planning in preserving and transferring wealth.
  • Exploring wills, trusts, beneficiary designations, and avoiding probate.
  • Minimizing estate taxes and ensuring a smooth transfer of assets to heirs.

Module 7: Behavioral Finance and Psychological Aspects of Retirement

• • Understanding the psychological factors that influence retirement decisions.
  • Addressing emotional challenges associated with transitioning to retirement.
  • Applying behavioral finance principles to make rational and informed retirement choices.

By offering a comprehensive curriculum that covers retirement planning, investment strategies, tax optimization, healthcare considerations, and legacy planning, this course empowers participants to confidently navigate their retirement journey. Graduates will be well-equipped to make informed financial decisions, secure their financial future, and enjoy a comfortable retirement.

Course Fee

₦165,000

Date & Location

• Date: 10th Sep - 12th Sep, 2024
• Location: Lagos
• Virtual Learning: Available

• Date: 10th Dec - 12th Dec, 2024
• Location: Lagos
• Virtual Learning: Available