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Retirement Planning

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About This Course

Develop comprehensive retirement strategies that ensure financial security and lifestyle satisfaction in later years. This forward-thinking course helps you calculate realistic retirement needs, optimize pension contributions, and create multiple income streams for retirement independence.

You’ll learn to navigate Nigerian pension systems, develop supplementary retirement savings, and plan for healthcare and lifestyle costs in retirement. The program balances financial planning with purpose-driven retirement design for fulfilling later-life experiences.

What You'll Get

  • Realistic retirement needs calculation based on your lifestyle and goals
  • Optimization strategies for Nigerian pension systems and employer benefits
  • Multiple income stream development for retirement financial independence
  • Healthcare and lifestyle planning for later-life security and satisfaction
  • Comprehensive retirement roadmap with actionable milestones and timelines

Who This is For?

  • Mid-career professionals concerned about retirement adequacy
  • Individuals wanting to retire earlier than traditional retirement age
  • Those confused about pension systems and retirement planning options
  • People seeking financial independence and security in later years
  • Anyone wanting to ensure comfortable and meaningful retirement

Requirements

  • Basic understanding of personal finance concepts and current financial status
  • Access to information about current pension arrangements and benefits
  • Willingness to consider long-term financial scenarios and planning
  • Interest in comprehensive retirement lifestyle and financial planning
  • Patience with long-term wealth building and retirement preparation processes

Curriculum

8 Sessions

Learning Objectives:

  • Calculate realistic retirement financial needs
  • Assess current retirement preparedness
  • Set specific retirement goals and timeline

Workshop Content:

  • Retirement needs calculation methods
  • Lifestyle and expense planning for retirement
  • Inflation and longevity considerations
  • Current retirement preparedness assessment

Learning Objectives:

  • Understand Nigerian contributory pension scheme
  • Learn pension fund administrator selection and management
  • Optimize pension contributions and benefits

Workshop Content:

  • Nigerian pension system overview and regulations
  • Pension fund administrator evaluation and selection
  • Contribution optimization and voluntary contributions
  • Pension benefit calculation and withdrawal options

Learning Objectives:

  • Develop additional retirement savings beyond pension
  • Learn tax-efficient retirement saving approaches
  • Understand retirement-focused investment strategies

Workshop Content:

  • Supplementary retirement savings vehicles
  • Tax-efficient retirement saving strategies
  • Retirement-focused investment approaches
  • Catch-up strategies for late starters

Learning Objectives:

  • Design retirement-appropriate investment portfolios
  • Understand age-based asset allocation strategies
  • Learn risk management for retirement investments

Workshop Content:

  • Retirement investment portfolio design
  • Age-based asset allocation strategies
  • Risk management and capital preservation
  • Income generation vs. growth balance

Learning Objectives:

  • Plan sustainable retirement income streams
  • Understand withdrawal strategies and rates
  • Learn about annuities and guaranteed income options

Workshop Content:

  • Retirement income planning strategies
  • Withdrawal rates and sustainability
  • Annuity options and guaranteed income
  • Social security and pension income integration

Learning Objectives:

  • Plan for healthcare costs in retirement
  • Understand long-term care needs and options
  • Learn health insurance strategies for retirees

Workshop Content:

  • Healthcare cost estimation for retirement
  • Long-term care needs assessment and planning
  • Health insurance options for retirees
  • Healthcare savings and preparation strategies

Learning Objectives:

  • Understand basic estate planning for retirement
  • Learn about will creation and beneficiary planning
  • Explore legacy and inheritance considerations

Workshop Content:

  • Estate planning basics for retirees
  • Will creation and beneficiary designation
  • Trust options and legacy planning
  • Tax implications of estate planning

Learning Objectives:

  • Create comprehensive retirement implementation plan
  • Learn retirement plan monitoring and adjustment
  • Understand phased retirement and transition strategies

Workshop Content:

  • Retirement plan implementation strategies
  • Monitoring and adjustment techniques
  • Phased retirement and transition planning
  • Lifestyle and purpose planning for retirement
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This Course Include

  • Live Interactive Workshops
  • Practical Implementation Projects
  • Comprehensive Resource Library
  • Peer Learning Community
  • Expert Instructor Support

Want personalized guidance?

Schedule a free 15-minute consultation with one of our program advisors to discuss your specific needs and goals.