"Strategies For Achieving A Comfortable Retirement- Yours"

This comprehensive 3-day program will provide the participant with valuable information and ways to ease their transition into retirement.

If you are within 10 years of your retirement eligibility date, this seminar will give you the answers and recommendations to make informed decisions.

The seminar will challenge you to ask the tough questions about you retirement. And is broken down into a number of components that discuss considerations necessary for retirement planning, including:-

• Employer’s Benefits
• National Insurance Benefits,
  
• Financial and Estate Planning considerations, and
  
• The psychological aspects of retirement.

THE
Problem

• Government
• Families or
• Charities

These seminar helps you empower your employees to avoid these situations.

The following highlights the subject matter covered in each session.

SESSION ONE
Session Topic - Retirement Ain’t what it used to be!

This session discusses the changing face of retirement along with the psychological, educational and financial preparations that must be made for transition to this new retirement model.

Session Duration: 2.5 hour

SESSION TWO
Topic - Retirement Planning Is for Everyone Including You!!

Employees should not wait to plan their retirements. This session helps employees to understand the importance of planning in achieving a successful retirement and provide the basic information needed so that employees can maximize their options.

• Objectives of retirement planning
• Key Retirement Planning Issues
• Reasons people fail to capitalize on their retirement years

Session Duration: 2.5 hour

SESSION THREE
Topic - Getting It Right!

Most person confuse Retirement planning with Investment planning, this session helps employees to understand the important differences between the two.

Session Duration: 2.5 hour

SESSION FOUR
Session Topic - Playing The Investment Game.

Investment is a critical key to achieving financial independent. This session helps employees to understand the role investment play and how to properly prepare themselves to invest.

Session Duration: 2.5 hour

SESSION FIVE
Topic - A Simply Strategy for A Successful Retirement.

In this session employees will learn a simple strategy that once implemented will enable them to have a successful retirement.

• Lifestyle Management
• Debt Elimination
• Passive Income Creation

Session Duration: 2.5 hour

SESSION SIX
Topic - Topic - Your Retirement Future.

This session looks at the benefits that are currently available to employees and provide them with tools to estimate how much they will receive in retirement. It also provides an indication of the shortfall that may exist. Areas covered are:

• Your National Insurance Benefits with representative from National Insurance.
• Your employer’s Pension plan Benefits
• Your Individual Contribution to Your Retirement

Session Duration: 2.5 hour

SESSION SEVEN
Session Topic - Optional Planning Consultation.

Optional 45 minutes individual consultation for persons within ten years of retirement and those wishing further help. This is your opportunity to ask specific, personal questions. You can also have Glenn use the data to prepare a written financial analysis that addresses your personal situation.

Session Duration: 45mins

For Further Details and Available Times complete the form below.