Our Courses

Pre-Retirement Workshop

Traditionally, retirement is usually a period of leisure, fulfillment and perhaps, self rediscovery. It can also be seen as a time of economic challenges.

The transition from full time employment to retirement can pose many social, domestic and financial problems for those affected. Unless these are recognized and approached positively, the prospects of an active and happy retirement soon begin to fade.

This workshop therefore is designed to adequately equip and prepare employees to appreciate that retirement is one of the changes and challenges that is inevitable in working life and to prepare them psychologically to face the imminent challenge.

Knowledge Development Objectives

At the end of the workshop, participants should be able to:

  • Have an awareness of the psychological effects of retirement
  • Prepare for life and work/vocation after retirement
  • Appreciate the need for planning their finances for the long, short and medium term
  • Develop both short and long term plans for their disengagement from paid employment
  • Develop alternatives and options of what to do with their resources after retirement
  • Sustain the new interest or vocation by actually investing their reserved and acquirable energy and other resources in these new ventures/vocations.
  • Discover how to support and develop their own role and that of their boss and colleagues
Course Content
  • Perspective On Retirement
  • Personal effectiveness
  • Finance versus Lifestyle
  • Personal Financial Planning
  • Post Retirement Investment Opportunities
  • Relationship Management and Networking
  • Health and Stress Management in Retirement
  • Legal and Probate Issues in Retirement
Who Should Attend

Those planning to retire.