8 - 12 Sep 2024
Dubai (UAE)
Hotel : Residence Inn by Marriott Sheikh Zayed Road, Dubai
Cost : 4565 € Euro
The Retirement Planning Workshop is designed to equip participants with the knowledge and skills necessary to plan for a secure and fulfilling retirement. In today's dynamic financial landscape, retirement planning has become more crucial than ever. This comprehensive program will empower participants to make informed decisions, set financial goals, and create a retirement roadmap tailored to their individual needs.
By the end of this workshop, participants will be able to:
Understand the importance of retirement planning and its impact on financial security.
Define their retirement goals and aspirations.
Assess their current financial situation and retirement readiness.
Develop a personalized retirement savings and investment strategy.
Navigate government retirement benefits and pension plans.
Plan for healthcare and insurance needs in retirement.
Create a realistic budget for their retirement lifestyle.
Implement strategies to minimize taxation in retirement.
Address estate planning and legacy considerations.
This program is suitable for:
Individuals approaching retirement age (typically 50 and above).
Employees seeking to maximize their workplace retirement benefits.
Self-employed individuals and business owners preparing for retirement.
Financial advisors and professionals looking to enhance their retirement planning expertise.
Day 1:
Understanding Retirement Planning Basics
Introduction to retirement planning
Importance of early planning
Setting retirement goals and expectations
Assessing current financial status
Day 2:
Investment and Savings Strategies
Types of retirement accounts (e.g., 401(k), IRA)
Asset allocation and diversification
Investment options and risk management
Maximizing employer retirement benefits
Day 3:
Government Benefits and Pension Plans
Social Security and Medicare
Pensions and annuities
Understanding government regulations and eligibility
Strategies for optimizing government benefits
Day 4:
Healthcare and Insurance in Retirement
Healthcare costs in retirement
Medicare coverage and options
Long-term care insurance
Planning for healthcare expenses
Day 5:
Taxation, Estate Planning, and Legacy
Tax-efficient retirement strategies
Estate planning essentials
Leaving a legacy
Finalizing your retirement plan