Retirement Planning
| 14 – 16 Apr. 2025 | Abu Dhabi | 08 – 10 Dec. 2025 | Dubai | 15 – 17 Dec. 2025 | Abu Dhabi |
Course Objectives:
By the end of this course, participants will:
1.Understand the importance of retirement planning and its impact on financial security.
2.Learn to assess retirement needs based on personal goals, lifestyle, and income.
3.Gain knowledge of retirement savings vehicles, investment strategies, and tax implications.
4.Develop skills to create a comprehensive retirement plan tailored to individual or organizational needs.
5.Enhance their ability to monitor, adjust, and optimize retirement plans over time.
Course Syllabus:
Day 1: Foundations of Retirement Planning
1.Introduction to Retirement Planning
2.Assessing Retirement Needs
3.Types of Retirement Plans
4.Workshop: Estimating Retirement Needs for Different Scenarios
Day 2: Savings, Investments, and Tax Strategies
1.Retirement Savings Vehicles
2.Investment Strategies for Retirement
3.Tax Planning for Retirement
4.Case Study: Creating an Investment Portfolio for Retirement Goals
Day 3: Retirement Plan Development and Monitoring
1.Developing a Comprehensive Retirement Plan
2.Risk Management in Retirement Planning
3.Monitoring and Adjusting Retirement Plans
