Retirement Planning & Entrepreneurship Development for Long-Term Financial Independence
Venue: Sarova Woodlands Hotel, Nakuru-Kenya
Date: 11th - 16th May 2026
Cost: Kshs. 86,000 / USD 850
CPD points: 10
Overview
Prepare for a financially independent retirement by combining retirement planning with entrepreneurship development. This program guides participants through the process of estimating retirement needs, building investment portfolios, and exploring entrepreneurial ventures that can generate income in retirement. The curriculum covers pension options, tax‑efficient savings, risk management, and the practical steps to start a small business. Through interactive exercises and case studies, attendees will create a personalized retirement roadmap that integrates traditional savings with entrepreneurial income. This program is ideal for professionals approaching retirement, career changers, and anyone seeking long‑term financial independence.
Objectives
- Estimate retirement income needs based on desired lifestyle and longevity
- Understand pension options (defined benefit, defined contribution, personal pensions)
- Build an investment portfolio aligned with retirement goals and risk tolerance
- Explore entrepreneurial opportunities suitable for post‑career life
- Develop a business plan for a retirement‑age venture
- Manage tax implications of retirement savings and business income
- Plan for healthcare and long‑term care costs
- Create a comprehensive retirement income strategy
- Adjust plans as circumstances change
Target Audience
- Professionals planning for retirement
- Individuals considering a second career or business
- HR and benefits managers advising employees
- Financial advisors and planners
- Entrepreneurship educators
- Anyone interested in financial independence
Methodology
- Retirement needs calculation workshops
- Investment portfolio design exercises
- Entrepreneurship idea generation sessions
- Business plan development
- Case studies of successful retiree entrepreneurs
- Tax and legal considerations discussions
- Personal action plan creation
