Strategic Retirement Planning: Planning a Meaningful & Secure Life After Retirement
This practical and holistic retirement planning programme is designed to help participants prepare for a successful transition from employment to retirement. Retirement is not merely a financial event but a major life transition involving emotional adjustment, lifestyle changes, health considerations, financial security, social relationships, and legacy planning.
Through interactive discussions, self-reflection exercises, budgeting simulations, case studies, and action planning activities, participants will learn how to navigate the emotional realities of retirement, manage their finances prudently, assess retirement risks, explore supplementary income opportunities, and understand the fundamentals of estate planning.
The programme equips participants with practical tools and strategies to build a retirement plan that is realistic, sustainable, and personally meaningful.
Learning Outcomes
At the end of the programme, participants will be able to:
(i) Understand the emotional, psychological, and lifestyle changes associated with retirement.
(ii) Develop a balanced retirement lifestyle that supports health, wellbeing, and social engagement.
(iii) Assess retirement living costs and prepare a realistic post-retirement budget.
(iv) Plan the use of EPF savings and other financial resources responsibly and sustainably.
(v) Identify key financial, health, and social risks that may affect retirement wellbeing.
(vi) Explore suitable income-generating opportunities based on personal interests, skills, and capabilities.
(vii) Understand the fundamentals of wills, hibah, estate planning, and wealth distribution.
(viii) Develop a practical Retirement Action Plan to support a meaningful, secure, and fulfilling retirement journey
Course Details
Trainer
Industries: Oil & Gas, Investment Management & Financial Services, Logistics, Manufacturing, Plantation, Public Transportation & Infrastructure Services, Hospitality, Medical, Construction, Property Development & Facility Management. Automotive, Defense & Security
Shanizam Samsuri is an HRD Corp Accredited Trainer, Certified Associate Coach (ICF),Certified Competency-Based Assessor and Lean Six Sigma Green Belt professional with over 30 years of leadership and corporate experience in PETRONAS, including an international assignment in Sudan.
Throughout his career, he has held leadership and management roles across Strategic Communications, Human Resources, Finance, Education, Internal Audit, and International Business Ventures, providing him with extensive experience in people development, stakeholder management, organisational effectiveness, and business operations.
Shanizam specialises in Leadership, Communication, Coaching, Customer Service, Human Resources, Finance for Non-Finance, and Personal Effectiveness programmes. He has successfully facilitated training and development initiatives for organisations such as PETRONAS, PROTON, Khazanah Nasional, PRASARANA, Royal Malaysian Air Force, Boustead Heavy Industries, AON Group, NAFAS, SME Corp Malaysia, IOI Group, UOA Group, Permodalan BSN, Suruhanjaya Perkhidmatan Air Negara, Aerodarat, VFIVE, Kumon, Osstem, Daxonet, Shoraka Group and other various public and private sector organisations.
To date, he has facilitated more than 70 training programmes, conducted over 400 interviews and competency assessments, and accumulated more than 100 coaching hours with professionals at various levels, from emerging talents to senior leaders.
Known for his practical, engaging, and highly interactive facilitation style, Shanizam combines real-life corporate experiences, case studies, group activities, coaching techniques, and workplace simulations to ensure learning is relevant, impactful, and immediately applicable.
His guiding philosophy is:
“Training should not only be informative, but transformative — practical, engaging, and sustainable beyond the classroom.”
Evaluation Summary
Evaluations are collected through private QR links shared by trainers after actual training sessions.