A highly interactive training course on

Implementing & Planning for Risk and Retirement

Coventry Academy -  Implementing & Planning for Risk and Retirement

Course Schedules

 15-19 Jul 2024
 04-08 Nov 2024

Training course overview

Perhaps retirement is a long way off for you, but you are looking ahead, imagining what your life might be like. This Implementing & Planning for Risk and Retirement training course guides you through 5 days of interactive and activity-laden sessions will help you create the retirement that you really want, rather than just take the one that turns up.

Traditionally, retirement planning was mostly about financial planning, which remains crucial because it identifies your sources of income and expenses and establishes your retirement budget, based on your personal plan. However, there are other life-changing decisions you have to make. Personal planning, such as nurturing your health, is important too because you are probably going to live for a very long time. This dynamic and collaborative seminar is based on the framework for a ‘balanced” and comprehensive well-being- the so-called SPICES of life.

This Coventry Academy training course will feature:

  • Overview of Retirement and Well-Being Model
  • Financial Planning and Risks Management
  • Changing Mindset & Emotional Management
  • Healthy Lifestyles in Retirement  
  • Professional Pursuit and Earning in Retirement

What are the goals?

By the end of this training course, participants will be able to:

  • Proactively assume accountability and responsibility for your life journey
  • Create the retirement life that you want by optimizing your personal circumstances, experiences, and abilities
  • Plan and implement your personal well-being as per the Spiritual-Physical-Intellectual-Career-Emotional-Social (SPICES) framework
  • Decide confidently to create (invest), protect (insure, etc.)  and distribute (wills, etc.) your wealth to achieve your financial well-being objectives
  • Live an optimized, renewed life and create fulfilling retirement lifestyles of personal freedom and self-realization

Who is this training course for?

This comprehensive Coventry Academy training course on Implementing & Planning for Risk and Retirement is designed for anyone who is interested in having a meaningful retirement, whether you are just starting your career or already retired.

This training course is suitable to a wide range of professionals but will greatly benefit:

  • Individuals and couples who are near retirement or retired
  • Anyone interested in learning the retirement planning and investing process
  • Employees of organizations at any stage of their career

Course Outline

Day One: Overview of Retirement and Well-Being Model
  • Understanding “Retirement” and its multiple perspectives
  • Identifying Critical Issues When Life Approaches 50 Years of Age
  • Understanding the Traits of Highly Successful Retirees
  • Mastering the Balanced Well-Being Model: SPICES
  • Features of Successful Retirement Planning
  • Achieving Autonomy and Self-realization in Retirement
Day Two: Financial Planning and Risks Management  
  • Planning and Setting Your Financial Retirement Goals
  • Understanding and Managing Your Financial Net Worth
  • Identifying and Managing Your Retirement Financial
  • Creating Your Retirement Wealth – Investing
  • Protecting Your Retirement Wealth & Health – Insurance
  • Distributing Your Retirement Wealth – Estate Planning
Day Three: Changing Mindset & Emotional Management
  • Reinventing Yourself, Your Life and Family Support with Imagination
  • The Benefits & Importance of Strong Circles of Support
  • Overcoming Barriers to Living a Balanced Well-being
  • The Three Levels of Retirement Happiness
  • Managing Stresses Associated with Change and Transition in Life Journey
  • Growth Potentials vs. Losses in Senior Years
Day Four: Healthy Lifestyles in Retirement   
  • Recognizing Common Causes of Death
  • Practicing Habits for Healthy Ageing
  • Supporting a Healthy Lifestyle
  • Enjoying Your Leisure Time
  • Optimizing Your Leisure Time
  • Managing Stresses from Changes in Your Life Journey
Day Five: Professional Pursuit and Earning in Retirement  
  • Exploring Options and Activities in Retirement
  • Identifying Factors for Continuing Work in Retirement
  • Discovering and Choosing Employment Opportunities for Retirees
  • Capitalizing on Knowledge and Ingredients You Bring into Retirement
  • Emulating the Habits of Self-made Millionaires in Retirement
  • Turning Retirement Planning into a Profitable Pursuit

The certificate

  • Coventry Academy Certificate of Attendance will be provided to delegates who attend and complete the course

Coventry Academy
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