Prepare for a secure and fulfilling retirement with this workshop on retirement planning, wealth preservation, and entrepreneurship readiness. Participants will learn to calculate retirement needs, build investment portfolios, preserve wealth through risk management, and explore entrepreneurial opportunities for post‑career income. The curriculum covers pension options, tax‑efficient savings, estate planning, and business ideation. Through practical exercises and case studies, attendees will develop a personalized retirement roadmap. This workshop is ideal for professionals approaching retirement and career changers.
Objectives
- Estimate retirement income requirements based on lifestyle and longevity
- Understand pension and social security options
- Build and manage a retirement investment portfolio
- Implement risk management strategies (insurance, long‑term care)
- Develop an estate plan (wills, trusts, beneficiaries)
- Explore entrepreneurial opportunities for retirement income
- Create a business plan for a post‑career venture
- Minimize taxes on retirement withdrawals
- Plan for lifestyle transitions and purpose after work
Target Audience
- Professionals within 5‑10 years of retirement
- Individuals considering a second career or business
- HR and benefits managers supporting employee transitions
- Financial advisors and planners
- Entrepreneurship educators
Methodology
- Retirement needs calculation workshops
- Investment portfolio design exercises
- Risk management and insurance planning sessions
- Estate planning templates
- Entrepreneurship ideation and business planning
- Case study analyses of retirement outcomes
- Personal action plan creation
