Training
You benefit from learning and applying transferable knowledge enabling you to master principle based decision-making, goal-setting, income and expenses management and wealth transfer skills leading to confidence in decision making.
Who should attend?
This training is open to all individuals who aspire to attain financial freedom. Where possible we recommend that spouses attend together.
Objective of the training
We create and enhance your awareness of the unique needs, challenges and opportunities of retirement and equip you with crucial skills to plan and maximize life satisfaction in this important stage of life.
You will learn how to:
- Create your dream retirement life
- Secure your retirement income to fund your preferred lifestyle
- How to take care of your health costs
- Where to invest with little or no risk
- How to pass wealth to the next generation
Who should attend?
This training is recommended for employees and their spouses who are within five to ten years of retirement.
Objective of the training
We create and enhance your awareness of the unique needs, challenges and opportunities of retirement and equip you with crucial skills to plan and maximize life satisfaction in this important stage of life.
You will learn how to:
- Create your dream retirement life
- Secure your retirement income to fund your preferred lifestyle
- How to take care of your health costs
- Where to invest with little or no risk
- How to pass wealth to the next generation
Who should attend?
We recommend this training to:
- Individuals who are facing potential job loss due to various developments in their work places such as mergers and acquisitions, restructuring, retrenchment or voluntary early retirement.
- Anyone grieving the loss of the primary breadwinner or is currently going through separation and divorce.
- All individuals and spouses whose primary source of income is salary from employment.
Objective of the training
We equip you with dependable skills in financial goal setting and decision-making process to enable you manage your finances through sudden transitions.
You will learn:
- Financial, psychological and social effects of your transition
- Making the most of the finances and preserving them from potential loss or impairment
- Managing lump sums amount from death benefits, severance package and settlements
- Set up a sound financial foundation to thrive in the new season
Who should attend?
Parents or grandparents of school age children, adolescents and young adults.
Objective of the training
We equip you with transferable knowledge and skills to help the next generation to manage their own money and live financially independent lives.
You will learn to:
- Recognize and appreciate your loved one’s financial personality, values and behavior
- Pass on your wisdom and your wealth
- How to establish and share a living legacy with them as opposed to leaving them a legacy.
Training style
We use a combination of instructor led presentations by experts in the subject matter, group discussions, case study reviews, quizzes and assessments.
Additionally, we offer one-on-one coaching to individuals and families to help them create and implement their financial and retirement plans.