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Retirement Planning Course

INTRODUCTION

An increasing number of people retire every year at different levels. Many of the retirees are not prepared for such a drastic change as they discover that the pension is inadequate. The employer, in addition to catering for the employees’ retirement benefits should sensitize them on the need to prepare for retirement early in their careers.

DURATION

5 days.

WHO SHOULD ATTEND?

Officers who desire an early start in preparing for retirement or who intend to leave formal employment

COURSE OBJECTIVES

  • Identify factors that affect the quality of life after retirement
  • Determine their financial requirements at retirement
  • Determine their investment opportunities to provide for them
  • Use appropriate strategies to manage stress
  • Apply techniques for better time utilization

TOPICS TO BE COVERED

  •  Plan for Retirement

  • How to Pay for Health Care Costs
  • Make the Most of Your Home's Value
  • Managing Debts
  • Managing Retirement Plan Assets
  • Managing Savings and Investments
  • Protecting Yourself from Fraud
  • Using Work to Your Advantage
  • When to Claim Social Security
  • Developing Interests and Self-Worth

METHODOLOGY

The instructor led training are delivered using a blended learning approach and comprise of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

ACCREDITATION

Upon successful completion of this training, participants will be issued with an Indepth Research Services (IRES) certificate.

TRAINING VENUE

The training is residential and will be held at IRES training Centre. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

ACCOMMODATION

Accommodation is arranged upon request. For reservations contact the Training Officer.

Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.   

Mob: +254 715 077 817

Tel: 020 211 3814

TAILOR- MADE

This training can also be customized for your institution upon request to a minimum of 4 participants. You can have it delivered in our training centre or at a convenient location.

For further inquiries, please contact us on Tel: +254715077817, +254(020) 211 3814 or mail This email address is being protected from spambots. You need JavaScript enabled to view it.

PAYMENT

Payment should be transferred to IRES account through bank on or before C.O.B. 30th September 2019.

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it.

CANCELLATION POLICY

Payment for all courses includes a registration fee, which is non-refundable and equals 15% of the total sum of the course fee.

1.    Participants may cancel attendance 14 days or more prior to the training commencement date.

2.    No refunds will be made 14 days or less to the training commencement date. However, participants who are unable to attend may opt to attend a similar training at a later date, or send a substitute participant provided the participation criteria have been met.

Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

Event Properties

Event Duration 5 Days
Event Date 07-10-2019
Event End Date 11-10-2019
Cut off date 30-09-2019
Individual Price(Kenyan) KES 69,000
Individual Price (International) EUR 790
Individual Price(International in Dollars) USD 920
Location Nairobi, Kenya
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