Retirement Readiness Masterclass

A well-structured retirement plan supports employees' financial security and emotional well-being as they transition out of the workforce. This training program equips HR professionals, managers, and pre-retirees with the tools and knowledge to facilitate successful retirement planning. It covers financial planning, lifestyle adjustments, pension schemes, and exit strategies to ensure smooth transitions for both individuals and organisations.

Course Overview

Retirement marks not just an end, but a new beginning. Corporate Heights' transformative program equips professionals to:

  • Design holistic retirement blueprints integrating finances, health, and purpose

  • Navigate pension systems (Social Security, 401k, IRAs) with confidence

  • Master transition strategies from structured careers to fulfilling next chapters

  • Mitigate risks through tax-efficient wealth preservation techniques

Course Objectives

1. Financial Architecture- Build tax-optimized income streams through:

  • Pension decoding

  • Investment laddering strategies

  • Healthcare cost forecasting

2. Life Design Framework- Create purpose-driven post-career plans featuring:

  • Encore career pathways

  • Legacy building

  • Mental/physical wellness systems

3. Risk Mitigation- Master protections against:

  • Longevity risk

  • Market volatility

  • Elder care surprises

4. Organizational Impact- Develop workplace retirement programs that:

  • Boost employee retention

  • Reduce financial stress

  • Ease succession transitions

What’s in it for you?

    • 43% improvement in workforce retirement preparedness (Aon 2023)

    • 31% higher employee retention among retirement-eligible staff

    • Strengthened employer value proposition

    • Reduced fiduciary liability risks

    • Custom Roadmap: Personalized financial/life plan

    • Decision Tools: 12 proprietary assessment frameworks

    • Expert Access: 1:1 consultations with CFP® professionals

    • Peer Network: Mastermind community for ongoing support

Who Should Attend?

  • HR Leaders designing retirement benefits

  • Professionals 5-15 years from retirement

  • Financial wellness champions

  • Union representatives

  • Career transition coaches

Course Outline

    • Redefining "retirement" in the longevity economy

    • The 5 pillars of fulfilled transitions

    • Social Security optimization algorithms

    • Pension maximization strategies

    • Withdrawal rate science

    • Long-term care insurance calculus

    • Health savings account strategies

    • Bucket strategy asset allocation

    • Inflation hedge vehicles

    • Tax location optimization

    • Skills monetization frameworks

    • Consulting business launchpads

    • Nonprofit leadership pathways

    • Intergenerational wealth transfer

    • Philanthropic structuring

    • Digital asset planning

    • Retirement readiness assessments

    • Phased retirement programs

    • Succession dovetailing

    • Personal plan development

    • Peer review sessions

    • Expert troubleshooting

“Retirement isn’t about leaving your career—it’s about designing what comes next.”
— Corporate Heights