The Pre-Retirement Success Program | Boost Training | Boost
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course | The Pre-Retirement Success Program

Join the The Pre-Retirem... course taught in English

MGLD-3050 | The Pre-Retirement Success Program

Course Sector : Management And Leadership

Duration
Date from
Date to Course Venue Course fees Book a course
5 Days19/10/202623/10/2026Abu Dhabi$4,250 Book now
5 Days15/03/202719/03/2027Madrid$4,950 Book now
5 Days26/04/202730/04/2027Abu Dhabi$4,250 Book now
5 Days26/07/202730/07/2027Dubai$4,250 Book now

Course Introduction

Retirement is one of the most important life transitions an individual can experience, marking a shift not only in career status, but also in personal identity, lifestyle structure, social engagement, and long-term financial planning. For long-serving employees in large and complex organizations, retirement represents more than a financial milestone—it is a psychological and social transformation that requires intentional preparation to ensure a confident, fulfilling, and well-balanced post-career chapter.

 

This Pre-Retirement Success Program is crafted as a public, original, and organization-agnostic learning experience that empowers professionals approaching retirement with the knowledge, tools, and mindset needed to navigate this transition smoothly and strategically.

 

Delivered by BOOST Consulting & Training, the program follows a holistic and highly practical approach, covering financial readiness, wellbeing, personal life planning, structured routines, community contribution, mentoring, board and committee participation awareness, executive-level meeting documentation, and long-term lifestyle sustainability.

 

Designed at an intermediate-to-advanced practitioner level, this program recognizes the depth of experience participants bring, and helps them transform that experience into meaningful life frameworks beyond full-time employment. The course emphasizes original content, real-world inspired planning techniques, structured discussions, action-based learning, guided reflection, and applied office and committee-level documentation practices, enabling participants to approach retirement not as a conclusion, but as a purposeful new phase of stability, personal development, and continued contribution within their organizations and communities.


Course objective

•    Understand the key dimensions of retirement transition (financial, personal, social, and psychological)
•    Prepare for lifestyle and identity changes associated with retirement
•    Develop a realistic and personalized retirement plan
•    Strengthen financial awareness related to post-retirement needs
•    Manage emotional and psychological aspects of career transition confidently
•    Explore meaningful opportunities for continued learning, mentoring, volunteering, and structured contribution
•    Understand how to document meetings, recommendations, and action points for boards and committees post-career
•    Build a positive, structured, and future-focused outlook toward life after retirement
•    Take informed steps toward a balanced and fulfilling post-career chapter
 


Course audience

  • Professionals across all sectors approaching retirement
  • Senior professionals preparing for structured post-employment transition
  • Long-tenured employees seeking guidance on life after formal employment
  • Individuals expected to contribute to boards, executive councils, specialized committees, or mentoring roles post-career
  • Anyone planning the next phase of their personal and professional journey beyond full-time employment

Course Outline | DAY 1

Understanding the Retirement Transition

 

  • Retirement as a major life transition, not an ending
  • Common emotional, social, and lifestyle challenges + emerging opportunities
  • Redesigning personal identity beyond professional roles
  • Psychological readiness and resilience during transitions
  • Managing change, uncertainty, and expectations

Course Outline | DAY 2

Financial Awareness and Personal Budgeting for Retirement

 

  • Understanding personal financial needs post-career
  • Income source awareness (general overview, non-investment specific)
  • Personal and household budgeting after retirement
  • Sustainable lifestyle cost planning
  • Avoiding common financial missteps
  • Building confidence in financial decisions

Course Outline | DAY 3

Health, Wellbeing & Building Long-Term Life Balance

 

  • Physical and mental wellbeing post-career
  • Importance of structured routine and active living
  • Stress management and emotional wellbeing
  • Sustaining strong family and social relationships
  • Designing long-term healthy lifestyle habits

Course Outline | DAY 4

Purpose, Mentoring, Committees, and Continued Contribution

 

  • Finding personal purpose beyond full-time employment
  • Leveraging expertise through mentoring, volunteering, and committee participation
  • Understanding roles in boards, executive councils, and committees
  • Documenting committee meetings, decisions, action points, and recommendations
    • Writing committee minutes
    • Structuring executive council minutes
    • Drafting board meeting minutes
    • Preparing summarized outcome minutes for leadership
    • Structuring committee recommendation reports (no analytics tools)
  • Exploring passion areas, learning paths, and personal growth

Course Outline | DAY 5

Personal Retirement Action Plan & First-Year Roadmap

 

  • Guided reflection on career legacy and personal achievements
  • Defining personal goals for life after retirement
  • Creating a structured 12-month retirement roadmap
  • Managing the first retirement year effectively
  • Tracking committee and board decisions, follow-ups, and recommendations
  • Staying adaptable, motivated, and purpose-driven
Course Certificates
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BOOST’s Professional Attendance Certificate “BPAC”

BPAC is always given to the delegates after completing the training course,and depends on their attendance of the program at a rate of no less than 80%,besides their active participation and engagement during the program sessions.

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The pre-retirement phase is the period before retirement when individuals prepare financially, emotionally, and personally for leaving the workforce.
Elon Musk has expressed personal views that building value and productive assets is more important than focusing solely on retirement savings. This reflects his own philosophy and is not considered general financial advice.
One of Buffett's most cited principles is: "Never lose money." For retirees, this emphasizes preserving capital, investing prudently, and avoiding unnecessary financial risks.
It depends on your annual expenses, other income sources (such as pensions or Social Security), investment returns, healthcare costs, and lifestyle. For some people it may be sufficient, while for others it may not. A detailed retirement income plan is needed to determine whether it is enough for your situation.
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