Retirement and Employee Investment Planning

دورة تدريبية معترف بها من قبل المعهد الأمريكي للموارد البشرية HRCI

Retirement and Employee Investment Planning

Retire to Something, Not from Something

الإتحاد الوطني الأمريكي للمحاسبين NASBA المعهد الأمريكي للموارد البشرية HRCI

نأسف لإبلاغك أنه لا توجد لدينا حالياً أي جلسات مجدولة لهذه الدورة.

يرجى إعلامنا بالتاريخ والمكان المفضلين لديك، وسنتصل بك قريبًا.

فكرة الدورة التدريبية

Planning to retire from full time work? Are you ready? This GLOMACS Retirement Planning (RP) program guides employees through 5 days of interactive and activity-laden session that cover everything from retirement benefits to work-life.

Traditionally, retirement planning programs emphasized the employee benefits and financial factors related to retirement planning. Personal planning is important because it is the determining factor of your satisfaction with your retirement lifestyle. Financial planning is crucial because it identifies your sources of income and expenses and establishes your retirement budget, based on your personal plan.

Our dynamic and collaborative RP focuses not only on these important issues, but also more personal issues such as work-life transitions, emotional preparedness and new or part-time employment.

This seminar will highlight:

  • Retirement (voluntary or mandatory) is the next phase of career which should be planned ahead just like it was with the preceding phase of productive employment
  • This continuous journey needs to be taken holistically, enabling one to psychologically and mentally prepare for a successful, productive and optimal life in retirement
  • Retirement paradigm shift – We retire to something, rather than from something
  • Retirement 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

أهداف الدورة التدريبية

At the end of this GLOMACS training seminar on Retirement Planning (RP), you will learn 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
  • Life a renewed life and create fulfilling retirement lifestyles
  • Optimize your senior years in terms of personal freedom and self-realization
محاور الدورة
اليوم اليوم

Gearing Up To Your Retirement

  • What is Retirement
  • Multiple perspectives of Retirement
  • Major Life Issues Confronting 50-plussers
  • Traits of Highly Successful Retirees
  • Three Boxes of Life
  • The SPICES/F of Life in Retirement
  • Six Categories of Planning for Successful Retirement
  • Three Core Ingredients for Autonomy and Self-realization
اليوم الثاني

Emotional & Mindset Management

  • Reinventing Your Life with Imagination
  • Benefits of a Strong Support Group
  • Circles of Support – Intermediate/outer/peripheral circles
  • Create a Better You & Family Support
  • Barriers to the Good Life
  • Undiscovered vs. Discovered Self
  • Guidelines for Managing the Stresses Associated with Life Change and Transition
  • Growth Potentials vs. Losses in Senior Years
اليوم الثالث

Financial Planning and Management

  • Financial Planning for YOUR Retirement
  • Setting Your Retirement Goals
  • Understanding Your Financial Net Worth
    • Evaluating your present lifestyle
    • Managing your issues
  • Steps in Setting Your Retirement Goals
    • Managing Your Risk
    • Estimating Your Future Expenses
    • Issues Relating to Retirement
  • Creating Wealth – Investing (Fixed vs. Equity)
  • Protecting Your Wealth & Health – Insurance
  • Distributing Your Wealth – Estate Planning
اليوم الرابع

Healthy Ageing

  • Common causes of death in People
  • 5-Step to Healthy Ageing
  • Supporting a healthy lifestyle
  • Enjoying your leisure time
  • Tips for optimizing leisure time
  • Stress management
اليوم الخامس

Employment Continuity and Professional Enhancement

  • Choices and activities in retirement
  • Main factors to work during retirement
  • Employment opportunities in the 50’s
  • Ingredients for self-exploration
  • Knowledge you bring into retirement
  • Techniques to choose your post-retirement career
  • Habits of self-made millionaires
  • Professional pursuit – 2nd and subsequent career
الشهادات الممنوحة
  • لدى إتمام هذه الدورة التدريبية بنجاح، سيتمّ منح شهادة جلوماكس بالإضافة إلى وحدات / نقاط التعليم المهني المستمر CPE المُستحقة و ذلك وفقاً للسجل الوطني للجهة الراعية لوحدات التعليم المستمر. بالإضافة إلى منح نقاط إعادة التصديق من المعهد الأمريكي للموارد البشرية HRCI
مقدمي الخدمات

مقدمي الخدمات و الشراكات

الإتحاد الوطني الأمريكي للمحاسبين NASBA
المعهد الأمريكي للموارد البشرية HRCI
الخيارات المُتاحة
مجالات تدريب ذات صلة & الشهادات