Pre - retirement, transition, change management and financial planning

Overview of the event

Transition to retirement represents a comprehensive life transformation requiring strategic planning in an evolving economic landscape. With Kenya's pension coverage at only 20% of the workforce and the average replacement rate at around 34% (compared to the recommended 70%), employees must take proactive steps to secure their financial future. 

This executive retirement preparation program is designed to equip senior professionals with practical strategies for navigating retirement challenges across financial readiness, psychological adjustment, and lifestyle redesign. Drawing from evidence-based methodologies and Kenya's pension industry insights—where the pension assets to GDP ratio stands at 13.2% participants will develop personalized retirement blueprints aligned with their unique circumstances. 

This comprehensive two-day workshop offers participants the opportunity to deepen their understanding of change management principles, pre-retirement planning and financial planning best practices.

Key Thematic Areas

• Gearing Up to Your Retirement 
• Emotional and Mindset Management 
• Financial Wellness & Entrepreneurship 
• Health & lifestyle dynamics 
• Retirement Benefit options 
• Estate planning 
• Employment Continuity and Professional Enhancement

Target Audience

• Pension Regulators 
• Policy Makers
• Trustees, Administrators Fund Managers 
• Advisors
• Custodians CEOs 
• Human Resource Managers 
• Directors, Executive Assistants 
• Administrative Professionals

Investment

The registration fee for the workshop is Ksh.27,500 per participant. This fee covers facilitation, certificate, training materials, as well as tea/coffee and lunch during the training sessions.

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Please note that the fee does not include VAT, transport, and accommodation, which will be the responsibility of the participants.

Payment Options

To secure your participation, kindly register with us and make payment in advance using one of the following

payment options:

• Cheques payable to Finnet Institute Limited.

• Bank Deposit: A/c No:0100009611708, Stanbic Bank Kenya

Registration

To confirm your registration, please send an email to institute@​finnettrust.com on or before

June 9 2025. Kindly include the names and designations of the participants from your organization.

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