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Pre-Retirement Training Masterclass
Program 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.
Program Structure & Workplan (2-Month Masterclass)
Duration: 2 Months
Structure:
- Foundation Level: 4 Weeks (2 Hours per Week)
- Advanced Level: 4 Weeks (2 Hours per Week)
- Total Learning Hours: 16 Hours
- Delivery Mode: Live Virtual Sessions
- Session Availability: Recorded sessions accessible for up to 6 months from recording date
- Fee: KES 40,000 (VAT Exclusive) – Covers Both Levels
Target Audience
Employees nearing retirement (typically 5–10 years to retirement), HR Professionals, Pension Trustees, Board Members, Finance Officers, Payroll Managers, HR Business Partners, Employee Wellness Officers, Union Representatives, and Organizational Leadership Teams responsible for retirement transition planning.
MONTH 1: FOUNDATION LEVEL
Pre-Retirement Planning Fundamentals
Learning Objective
This foundational module introduces participants to the core principles of retirement planning, pension understanding, financial preparedness, and lifestyle transition planning. Participants will gain practical knowledge on how to manage retirement income, understand pension benefits, plan post-retirement budgets, and prepare emotionally and socially for life after formal employment.
Weekly Breakdown
|
Week |
Topics |
Guided Practical Exercise |
|
Week 1 |
• Introduction to Retirement Planning Principles |
Conduct a personal retirement readiness self-assessment and pension projection exercise |
|
Week 2 |
• Budgeting for Retirement Income |
Develop a post-retirement monthly budget plan based on projected pension income |
|
Week 3 |
• Health & Wellness in Retirement |
Create a personal health and wellness retirement plan |
|
Week 4 |
• Emotional & Psychological Transition to Retirement |
Case Study: Managing identity transition and post-retirement lifestyle changes |
MONTH 2: ADVANCED LEVEL
Retirement Strategy, Income Continuity & Lifestyle Design
Learning Objective
This advanced module equips participants with strategic tools to manage retirement income sustainably, develop post-retirement income streams, engage in entrepreneurship opportunities, and structure estate and succession planning. Participants will also explore lifestyle design, financial independence strategies, and long-term wealth preservation techniques.
Weekly Breakdown
|
Week |
Topics |
Guided Practical Exercise |
|
Week 1 |
• Post-Retirement Income Management |
Develop a retirement income diversification plan |
|
Week 2 |
• Entrepreneurship & Income Generation After Retirement |
Develop a simple post-retirement business idea and feasibility outline |
|
Week 3 |
• Estate Planning & Succession Management |
Draft a basic estate planning checklist and asset distribution plan |
|
Week 4 |
• Lifestyle Design for Retirement |
Capstone: Design a complete personal retirement lifestyle roadmap |
PROGRAM BENEFITS
Participants will gain:
- Financial clarity for retirement income management
- Practical pension understanding and optimization
- Emotional preparedness for life transition
- Strategies for post-retirement income generation
- Estate and legacy planning awareness
- Improved retirement lifestyle planning skills
CONTACT INFORMATION
Email: info@finndemy.com
Phone: +254 719 560 656
Mwangangi
FinnetInstitute