Pre-Retirement, Transition and Financial Planning

Course Overview
This course equips learners with the knowledge and tools to effectively plan for retirement, manage the transition from active employment, and achieve financial security post-retirement. It emphasizes goal setting, income planning, and lifestyle adjustment to ensure a smooth and fulfilling retirement journey.

Key Topics Covered

• Importance of early retirement planning

• Setting retirement goals and timelines

• Understanding pension benefits and payout options

• Managing savings, investments, and debt before retirement

• Psychological and lifestyle transition into retirement

• Estate planning and legacy management

• Practical budgeting for retirement income sustainability