Effective Retirement Strategy & Planning

PROGRAM TITLE
Effective Retirement Strategy & Planning

DURATION
3 days

DATES

  • 08 – 10 May 2017
  • 09 – 11 October 2017

VENUE

Kartika Chandra Hotel Office Tower 4th floor Unit 410 & 411
Jalan Jend. Gatot Subroto Kav 18-20
Jakarta 12930 – Indonesia

PROGRAM OVERVIEW

There was a time when the only plan for old age might be to have children; by the time you were past it, they’d be there to take care of you. Or so the thinking went.

It is sad, but the majority of people still do not begin their retirement planning until they are a few years away from retirement. The results of this include many elders living in poverty or is dependent on relatives to make ends meet. Don’t let yourself fall into the trap of poor or no retirement strategy & planning. Preparation of retirement strategy & plans should commence as early as possible.

This “Retirement Strategy & Planning” workshop is for those who wish to improve their ability to develop appropriate retirement strategy and plans as well as effectively and efficiently manage implementation these strategy & plans for the realization of their retirement objectives.

PROGRAM OBJECTIVES

To provide participants with the necessary ability to develop appropriate retirement strategy and plans as well as effectively and efficiently implement the strategy & plans for the realization of their retirement objectives.

PROGRAM CONTENT

  • The what, why, who, when, where and how of developing retirement strategy and plans
  • Steps in developing a retirement strategy & plans
  • Recognizing your stakeholders and their needs, wants and expectations
  • Developing life vision, mission, goal & objectives
  • How to set realistic retirement objectives; Financial & Non Financial
  • Analyzing situations & conditions that will have an impact to the achievement of your retirement objectives ; Financial & Non Financial.
  • Pinpointing Key Success Factors for realizing your retirement objectives
  • Conducting a personal / family SWOT analysis related to your retirement strategy; Financial & Non Financial
  • Crafting retirement strategies, plans and programs; Financial & Non Financial
  • Preparing to implement the retirement strategy, plans and programs; Financial and Non Financial
  • Implementing retirement strategy, plans & programs; Challenges and how to overcome them
  • Measuring, monitoring and controlling your progress in implementing the retirement strategy & plans
  • When and how to adapt your retirement strategy, plans and programs.

LEARNING METHODOLOGY

  • A proper combination of short lecture, Q&A, Sharing, Discussions, Exercises, Examples, Cases and Simulations
  • Participants will be given a template wherefrom they can prepare their own retirement strategy & plan

RECOMMENDED PARTICIPANTS
This program is meant for people who wish to timely and properly prepare themselves for their retirement. The ideal participants are those who are 5 to 10 years away from their retirement.

COURSE FEE

  • Rp 7.000.000,- per person
  • Excluding 10 % VAT
  • Including a certificate, refreshments, lunch, stationery and writing instruments

REGISTRATION

If you wish to attend, kindly complete and submit the registration form below

Course Registration Form

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