Retirement and Employee Investment Planning

Oxford Management Centre

How long?

  • 5 days
  • in person

Oxford Management Centre


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Who should attend

This comprehensive Oxford training seminar on retirement planning is designed for anyone who is interested in having a meaningful retirement whether you are near the end of your current career or at the beginning. The course focuses on the needs of people who plan to retire within the near future as well as those who will reach retirement eligibility within the next 5 to 10 years but will greatly benefit:

  • Retiring (mandatory or voluntary) Employees
  • Spouses of Retiring Employees

About the course

Planning to retire from full time work? Are you ready? This Oxford Retirement Planning (RP) training 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 Oxford training 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


At the end of this Oxford 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

Training Methodology

This exciting and empowering Oxford Retirement Planning training program is transferred by means of 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 by means of group work, individual work, participant discussion, facilitator interaction and constructive feedback.

Organisational Impact

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

  • Enhance employee motivation and productivity
  • Become a caring employer
  • Attract and keep valuable employees
  • Gain a recruiting advantage

Personal Impact

Planning ahead in any discipline and walks of life always add values and bring substantial advantages to the practitioners. For anyone who plans ahead for his/her retirement, they stand to:

  • Attain peace of mind - planning ahead 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 prior to retirement with appropriate planning
  • Make sure your plans work well with other relevant parties
  • Reduce overall costs of living with appropriate planning

Course Outline

Day 1 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

Day 2 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

Day 3 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

Day 4 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

Day 5 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

Retirement and Employee Investment Planning at Oxford Management Centre

From  $4,950

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