Why Choose this Training Course?
Even if retirement seems distant, planning ahead can greatly enhance your future. The Implementing & Planning for Risk and Retirement course offers a comprehensive 5-day program to help you actively shape the retirement you envision. Instead of passively accepting whatever comes your way, this course empowers you to create a personalized retirement strategy that aligns with your goals and desires.
While traditional retirement planning focuses on financial aspects, such as budgeting and income management, this course emphasizes the importance of personal well-being as well. By adopting the SPICES framework—covering Social, Physical, Intellectual, Career, Emotional, and Spiritual aspects—you will develop a balanced and holistic approach to retirement planning, ensuring a fulfilling and healthy retirement life.
This COPEX training course will feature:
- Overview of Retirement and Well-Being Model
- Financial Planning and Risks Management
- Changing Mindset & Emotional Management
- Healthy Lifestyles in Retirement
- Professional Pursuit and Earning in Retirement
What are the Goals?
By the end of this training course, participants will be able to:
- Proactively assume accountability and responsibility for your life journey
- Create the retirement life that you want by optimizing your personal circumstances, experiences, and abilities
- Plan and implement your personal well-being as per the Spiritual-Physical-Intellectual-Career-Emotional-Social (SPICES) framework
- Decide confidently to create (invest), protect (insure, etc.) and distribute (wills, etc.) your wealth to achieve your financial well-being objectives
- Live an optimized, renewed life and create fulfilling retirement lifestyles of personal freedom and self-realization
Who is this Training Course for?
This comprehensive COPEX training course on Implementing & Planning for Risk and Retirement is designed for anyone who is interested in having a meaningful retirement, whether you are just starting your career or already retired.
This training course is suitable to a wide range of professionals but will greatly benefit:
- Individuals and couples who are near retirement or retired
- Anyone interested in learning the retirement planning and investing process
- Employees of organizations at any stage of their career
Course Outline
Day One: Overview of Retirement and Well-Being Model
- Understanding “Retirement” and its multiple perspectives
- Identifying Critical Issues When Life Approaches 50 Years of Age
- Understanding the Traits of Highly Successful Retirees
- Mastering the Balanced Well-Being Model: SPICES
- Features of Successful Retirement Planning
- Achieving Autonomy and Self-realization in Retirement
Day Two: Financial Planning and Risks Management
- Planning and Setting Your Financial Retirement Goals
- Understanding and Managing Your Financial Net Worth
- Identifying and Managing Your Retirement Financial
- Creating Your Retirement Wealth – Investing
- Protecting Your Retirement Wealth & Health – Insurance
- Distributing Your Retirement Wealth – Estate Planning
Day Three: Changing Mindset & Emotional Management
- Reinventing Yourself, Your Life and Family Support with Imagination
- The Benefits & Importance of Strong Circles of Support
- Overcoming Barriers to Living a Balanced Well-being
- The Three Levels of Retirement Happiness
- Managing Stresses Associated with Change and Transition in Life Journey
- Growth Potentials vs. Losses in Senior Years
Day Four: Healthy Lifestyles in Retirement
- Recognizing Common Causes of Death
- Practicing Habits for Healthy Ageing
- Supporting a Healthy Lifestyle
- Enjoying Your Leisure Time
- Optimizing Your Leisure Time
- Managing Stresses from Changes in Your Life Journey
Day Five: Professional Pursuit and Earning in Retirement
- Exploring Options and Activities in Retirement
- Identifying Factors for Continuing Work in Retirement
- Discovering and Choosing Employment Opportunities for Retirees
- Capitalizing on Knowledge and Ingredients You Bring into Retirement
- Emulating the Habits of Self-made Millionaires in Retirement
- Turning Retirement Planning into a Profitable Pursuit
The Certificate
- COPEX Certificate of Attendance will be provided to delegates who attend and complete the course
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