PRE-RETIREMENT, TRANSITION & FINANCIAL PLANNING TRAINING PROGRAMME
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PRE-RETIREMENT, TRANSITION & FINANCIAL PLANNING TRAINING PROGRAMME
PROGRAMME OVERVIEW
The Pre-Retirement Training Masterclass is a practical two-month executive
program designed to equip employees approaching retirement with the financial,
psychological, social, and lifestyle readiness required for a smooth transition
from active employment into retirement.
Delivered through weekly 2-hour virtual sessions, the program combines
financial planning education, pension benefits interpretation, lifestyle transition
strategies, wellness planning, and post-retirement income generation approaches.
The training is highly interactive and includes practical exercises, case studies, and
guided retirement readiness assessments to help participants make informed
decisions and achieve financial independence, stability, and purpose-driven
retirement living.