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London (UK) Office
22 Portman Square, Marylebone, London W1H 7BG, UK
Istanbul (Turkey) Office
19 Mayıs Mahallesi, 19 Mayis Street No 2 Sisli
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Retirement and Employee Investment Planning

Are you planning to retire from full-time employment? Are you prepared? This course walks representatives through a 5-day interactive and activity-packed session covering everything from retirement benefits to work-life balance.

Traditionally, separation planning programs focused on the associated benefits and financial factors associated with retirement planning. Personal planning is essential because it determines your level of comfort with your retreat lifestyle. Financial planning is important because it identifies your sources of income and expenses and creates a retirement budget based on your plan.

Our effective and collaborative RP addresses not only these significant issues, but also more personal issues such as work-life balance, emotional readiness, and new or part-time employment.

This course will highlight:

  • Retirement (voluntary or mandatory) is the next phase of a career which should be designed just like it was with the preceding phase of productive employment

  • This endless course requires one to be regarded holistically, enabling one to psychologically and intellectually prepare for a successful, prolific and optimal life in retreat

  • Relinquishment paradigm shift – “We retire to something, rather than from something”  

  • The retreat is the “3rd Box” of life consisting not only of leisure but also contents of all the previous two “Boxes”, i.e. learning & self-development and productive life

  • The retirement journey must be navigated with appropriate knowledge, skills, and abilities for optimal fulfillment and satisfaction

Course Objectives of Retirement and Employee Investment Planning

At the end of this course on Retirement Planning (RP), you will acquire to:

  • Assume accountability and responsibility for your retirement plan

  • Profile your next theme of life that suits your character, interests, needs and current circumstances

  • Develop your holistic retirement plans encompassing Spiritual-Physical-Intellectual-Career-Emotional-Social & Financial (SPICES/F) of life

  • Make sound decisions to create (invest), protect (insure, etc.) and distribute (wills, etc.) your wealth to achieve your financial well-being targets 

  • Live a renewed life and create fulfilling retirement lifestyles

  • Optimize your senior years in terms of personal freedom and self-realization

Course Methodology of Retirement and Employee Investment Planning

This exciting and empowering Global Horizon Retirement Planning training program is transferred using short, focused presentations which are followed by experiential learning workshop sessions. In these sessions, the knowledge gained is applied to real-world examples and case studies. Rapid learning of the methods and techniques is achieved using group work, individual work, participant discussion, facilitator interaction, and constructive feedback.

Organizational Impact of Retirement and Employee Investment Planning

A retirement plan has the potential to provide significant benefits and savings to both the organizations and their employees.

The employer reaches to:

  • Enhance employee motivation and productivity

  • Become a caring employer

  • Attract and keep valuable employees

  • Gain a recruiting advantage

Personal Impact of Retirement and Employee Investment Planning

Planning in any discipline and walks of life always add value and bring substantial advantages to the practitioners.

For anyone who plans for his/her retirement, they reach to:

  • Attain peace of mind - planning not only reduces your stress during retirement but also in the years leading up to it

  • Optimize your retirement days in ways that suit your current situations

  • Attain a more financially sound future

  • Make more efficient career-related and general financial decisions before retirement with appropriate planning

  • Make sure your plans work well with other relevant parties

  • Decrease overall expenses of living with proper planning