An Intensive 5-day Training Course
Retirement Planning
Planning and Preparing from Retirement
Course Introduction
Planning to retire from full time work? Are you ready? This Oxford Retirement Planning (RP) training course guides employees through 5 days of interactive and activity-laden session that cover everything from retirement benefits to work-life.
Traditionally, retirement planning training courses emphasized the employee benefits and financial factors related to retirement planning. Personal planning is important because it is the determining factor of your satisfaction with your retirement lifestyle. Financial planning is crucial because it identifies your sources of income and expenses and establishes your retirement budget, based on your personal plan.
Our dynamic and collaborative Retirement Planning focuses not only on these important issues, but also more personal issues such as work-life transitions, emotional preparedness and new or part-time employment.
This Oxford training course will highlight:
- Retirement (voluntary or mandatory) is the next phase of career which should be planned ahead just like it was with the preceding phase of productive employment
- This continuous journey needs to be taken holistically, enabling one to psychologically and mentally prepare for a successful, productive and optimal life in retirement
- Retirement paradigm shift – “We retire to something, rather than from something”
- Retirement is the “3rd Box” of life consisting not only of leisure but also contents of all the previous two “Boxes”, i.e. learning & self-development and productive life
- The retirement journey must be navigated with appropriate knowledge, skills, and abilities for optimal fulfillment and satisfaction
Objectives
At the end of this Oxford training course on Retirement Planning (RP), you will learn to:
- Assume accountability and responsibility for your retirement plan
- Profile your next theme of life that suits your character, interests, needs and current circumstances
- Develop your holistic retirement plans encompassing Spiritual-Physical-Intellectual-Career-Emotional-Social & Financial (SPICES/F) of life
- Make sound decisions to create (invest), protect (insure, etc.) and distribute (wills, etc.) your wealth to achieve your financial well-being targets
- Life a renewed life and create fulfilling retirement lifestyles
- Optimize your senior years in terms of personal freedom and self-realization
Training Methodology
This exciting and empowering Oxford Retirement Planning training course is transferred by means of short, focused presentations which are followed by experiential learning workshop sessions. In these sessions the knowledge gained is applied to real-world examples and case studies. Rapid learning of the methods and techniques is achieved by means of group work, individual work, participant discussion, facilitator interaction and constructive feedback.
Organisational Impact
A retirement plan has the potential to provide significant benefits and savings to both the organizations and their employees. The employer stands to:
- Enhance employee motivation and productivity
- Become a caring employer
- Attract and keep valuable employees
- Gain a recruiting advantage
Personal Impact
Planning ahead in any discipline and walks of life always add values and bring substantial advantages to the practitioners. For anyone who plans ahead for his/her retirement, they stand to:
- Attain peace of mind - planning ahead not only reduces your stress during retirement but also in the years leading up to it
- Optimize your retirement days in ways that suit your current situations
- Attain a more financially sound future
- Make more efficient career-related and general financial decisions prior to retirement with appropriate planning
- Make sure your plans work well with other relevant parties
- Reduce overall costs of living with appropriate planning
Who Should Attend?
This comprehensive Oxford training course on retirement planning is designed for anyone who is interested in having a meaningful retirement whether you are near the end of your current career or at the beginning.
The training course focuses on the needs of people who plan to retire within the near future as well as those who will reach retirement eligibility within the next 5 to 10 years but will greatly benefit:
- Retiring (mandatory or voluntary) Employees
- Spouses of Retiring Employees
Course Outline
Day One
Gearing Up To Your Retirement
- What is “Retirement”?
- Multiple perspectives of “Retirement”
- Major Life Issues Confronting 50-plussers
- Traits of Highly Successful Retirees
- Three “Boxes” of Life
- The SPICES/F of Life in Retirement
- Six Categories of Planning for Successful Retirement
- Three Core Ingredients for Autonomy and Self-realization
Day Two
Emotional & Mindset Management
- Reinventing Your Life with Imagination
- Benefits of a Strong Support Group
- Circles of Support – Intermediate / Outer / Peripheral Circles
- Create a Better You & Family Support
- Barriers to the Good Life
- Undiscovered vs. Discovered Self
- Guidelines for Managing the Stresses Associated with Life Change and Transition
- Growth Potentials vs. Losses in Senior Years
Day Three
Financial Planning and Management
- Financial Planning for YOUR Retirement
- Setting Your Retirement Goals
- Understanding Your Financial Net Worth
- Evaluating Your Present Lifestyle
- Managing Your Issues
- Steps in Setting Your Retirement Goals
- Managing Your Risk
- Estimating Your Future Expenses
- Issues Relating to Retirement
- Creating Wealth – Investing (Fixed vs. Equity)
- Protecting Your Wealth & Health – Insurance
- Distributing Your Wealth – Estate Planning
Day Four
Healthy Ageing
- Common Causes of Death in People
- 5-Step to Healthy Ageing
- Supporting a Healthy Lifestyle
- Enjoying Your Leisure Time
- Tips for Optimizing Leisure Time
- Stress Management
Day Five
Employment Continuity and Professional Enhancement
- Choices and Activities in Retirement
- Main Factors to Work during Retirement
- Employment Opportunities in the 50’s
- Ingredients for Self-exploration
- Knowledge You Bring into Retirement
- Techniques to Choose Your Post-retirement Career
- Habits of Self-made Millionaires
- Professional Pursuit – 2nd and subsequent career
Certificate
On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates
Accreditation
In association with
Related Courses
Social Insurance and Risk Management
Date: 26-30 May 2025 Location: Dubai Fee: $5,950
Maximising Retirement Benefits through Social Security
Date: 29 Sep-03 Oct 2025 Location: London Fee: $5,950
Pension Fund Investment Strategies
Date: 20-24 Oct 2025 Location: Dubai Fee: $5,950
Insurance and Risk Management
Date: 13-17 Oct 2025 Location: Dubai Fee: $5,950
Fundamentals of Life Insurance and Retirement Savings
Date: 14-18 Jul 2025 Location: London Fee: $5,950
Insurance and Risk Management
Date: 13-17 Oct 2025 Location: Dubai Fee: $5,950
Maximising Retirement Benefits through Social Security
Date: 29 Sep-03 Oct 2025 Location: London Fee: $5,950
Pension Fund Investment Strategies
Date: 20-24 Oct 2025 Location: Dubai Fee: $5,950
Fundamentals of Life Insurance and Retirement Savings
Date: 14-18 Jul 2025 Location: London Fee: $5,950
Social Insurance and Risk Management
Date: 26-30 May 2025 Location: Dubai Fee: $5,950
FREQUENTLY ASKED QUESTIONS
To check on availability please call Registrar’s Office at +971 50 985 0174. If you have any questions or enquiries please feel free to contact us
- Telephone: +971 50 985 0174
- E-mail: [email protected]
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: [email protected]
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, [email protected]
Note: Discounts are not applicable with any other special offer that may be available.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to [email protected]
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email [email protected] or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.
