Pre & Post Retirement Planning

September 12-13, 2019

OVERVIEW

Retirement Planning as an exercise the world over is fraught with many challenges. This workshop approaches the subject of retirement in a practical way, looking at the realities of retirement and helping delegates to develop their own job description. It will help make the transition from work to retirement enjoyable and rewarding. Delegates will develop an action plan to take away and implement to help them take a positive approach to the next phase of their lives. Participants will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This is not a financial course; but you will leave with the knowl­edge and confidence to make financial decisions suited to your level of risk and in line with the goals and objectives you establish.

KEY LEARNING OUTCOMES:

The outcome of attending this program cannot be over emphasized; The participants will be able to:

• Understand the development of risk in the markets
• Strategically allocate your assets in a conservative manner
• Develop an income plan for your retirement including choosing the optimal distribution strategy for collecting Social Security
• Know the difference between fixed principal and fixed income assets and how to use them
• Develop your own financial profile and know what questions to ask a potential advisor
• Determine your own personal risk tolerance and develop your own retirement budget
• Manage personal budgeting and finances more effectively
• Understand their pension provision
• Look after their health and plan how to spend their time

TRAINING LEARNING CONTENT:

1. The Problems And Opportunities In Retirement
   1. Retirement Planning Issues: Current Economic/Investment Situations
   1. The ABC Planning Model- The Need for a New Model:
   1. Making Your Own ABC Plan (Investment Portfolio set up)
   1. Personal Budgeting and Management of Finances
   1. Integrating Healthcare into Your Retirement Plan

DELIVERY MODE:

The trainer will use a variety of training methods including, presentations that share both theory and industry best practices with practical sessions in accordance with adult learning and blended learner-centred principles. Learning is interactive, hands-on, experiential, peer-sharing, reflective and self-directed.

TARGET AUDIENCE IDENTIFIED:

The workshop is intended for people who either already know when they wish to retire or who have not yet decided exactly when to retire, but for whom retirement may be an option in the next few years.

INVESTMENT IN KNOWLEDGE                                         

N105, 000.00, this fee covers expert tuition, training kits and brochure, souvenirs and certificate of completion, and feeding (tea break, lunch (buffet) throughout the duration of the Programme

OTHER DETAILS

Venue:   2^nd Floor

Lagos Chambers of Commerce & Industry Building (LCCI)

Bola Tinubu Way, Beside Marwa/MKO Garden

Alausa Ikeja,

Lagos,

Date:                      September 12-13, 2019

Time:                     9a.m. Daily

HOW TO REGISTER

E-mail: training@spcpatternsconsulting.com

Call:  +234 805 444 8597 +234 708 503 9947 +234 809 631 1690 

Pay in favour of SPC PATTERNS CONSULTING into the following banks
GTBANK – 0003651617
FCMB – 2733813011

Print & Send Brochure form with a draft in favour of SPC PATTERNS CONSULTING

FURTHER INFORMATION

• Certificate of participation exclusive to all participants
• Subscription to this program is currently open and will stay open until one week before the course.

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