top of page

Our Upcoming Trainings

Financial Planning in Retirement
Financial Planning in Retirement

Thu, Sep 05

|

Indonesia

Financial Planning in Retirement

This course is designed for anyone who currently has, or will have in the future, savings goals. Learners will come to understand the importance of compounding growth, the variables that impact setting goals like retirement savings, and how much money you need to save now to reach future goals.

Tickets are not on sale
See other events

Time & Location

4 more dates

Sep 05, 2024, 8:00 AM – Sep 06, 2024, 5:00 PM

Indonesia

About The Training

OVERVIEW

This course is designed for anyone who currently has, or will have in the future, savings goals. Learners will come to understand the importance of compounding growth, the variables that impact setting goals like retirement savings, and how much money you need to save now to reach future goals. The course will help learners think through individual goals, like retirement, but also how those goals fit into your bigger financial picture. For example, saving for retirement, buying a home, and funding college for your kids all at the same time. The instructors will also cover how preparing for emergencies can prevent the derailment of those financial goals. The concepts covered in this course are broad but through the activities offered, learners will see how to apply what they are learning about saving money for the future to their lives now.

OBJECTIVES

By the end of this training course, participants will be able to:

  • Identify your unique pre-and post-retirement financial priorities
  • Understand the retirement income options available
  • Apply the planning tools that will assist you in reaching your financial goals
  • Gain the knowledge and confidence required to communicate with financial and/or other institutions
  • Discern the benefits and implications of earning post-retirement income
  • Achieve and enjoy a rewarding retirement

TARGET PARTICIPANTS

  • Professionals who are planning to retire soon

COURSE CONTENTS

1. Financial Planning

  • Important elements of a financial plan
  • Cash flow statement
  • Net worth statement
  • Setting goals
  • Implementation
  • Working with advisors

2. The Investment Management Process

  • Investment objectives
  • Investment asset classes
  • Strategic asset allocation
  • Diversification
  • Investment solutions

3. Estate Planning and Risk Management

  • Planning the will
  • Death and taxes
  • Powers of attorney
  • Insurance options

Share this Training

bottom of page