This training is designed for people who have attained the retirement age and are leaving the organization to help them manage their finances in retirement. The program covers the modules below:
1. BUILDING ASSETS FOR RETIREMENT
- Assets vs Flossets
- My home is not as asset
- Stock Portfolio
- Real Estate
2. INVESTMENT CALCULATIONS
- Time Value of Money – Table 1,2,3
- Lifestyle costs in retirement
- Education Planning
- Lump-Sum Investments – Managing your golden handshake (retirement package)
3. THE INCOME PROBLEM IN RETIREMENT
- Fixed Income Securities (Bonds and Treasury Bills)
- Entrepreneurship
- Career Development (Back to employment)
4. ME AND MY MONEY
- Understanding and Managing Expenses
- Creating a spending plan
- Dealing with Irregular Expenses
- Cash without a salary – Your Emergency Fund
- Calculating my Personal Net Worth
5. TACKLING DEBT
- How Debt Works
- Good debt vs Bad Debt
- How to pay down multiple debts quickly and efficiently
STRUCTURE AND COST
The Trainings can be conducted as either:
- 2-Hour Talk – Kes 100,000 (V.A.T Exclusive) (No limit on the number of people)
- Half Day Training (4 Hour sessions) – Kes 140,000 (V.A.T Exclusive)
- Full Day Training (8 Hour Sessions) – Kes 210,000 (V.A.T Exclusive)
- 3- Hour Deep Dive Sessions – Kes 120,000 (V.A.T Exclusive)
Prices are constant for ONLINE trainings held all over Kenya and the world at large. However, prices vary for Physical sessions held outside Nairobi.
We provide course materials for only half-day, full-day and in-house training.
Organizations that have benefited from our programs include Banks, SACCO’s, Manufacturing Companies, Universities, Insurance Companies, Professional Associations, Communication, and IT Companies, Government Organisations and others. Click here for a profile of our clients.
We can tailor-make and structure the content of the program to suit your organization.
CONTACT INFORMATION
Location: Centonomy Ltd, 5th Floor Victoria Plaza, Parklands Road, Westlands
Tel: +254 20 4443695/0795359535/0700036433
Contact Person: Joan Nduti
Email: joan@centonomy.com