Course : Get informed and prepare for retirement

Practical course - 2d - 14h00 - Ref. PRT
Price : 1590 CHF E.T.

Get informed and prepare for retirement



Required course

This training course is an opportunity to gain an in-depth overview of current pension schemes, their recent and future reforms and your rights, to manage your income and assets effectively, and to preserve your health capital. Through practical advice and anticipation workshops, you'll learn how to prepare for your transition to retirement, secure your financial resources, redefine your personal projects and your pace of life, and approach this new stage with serenity, peace of mind and confidence.


INTER
IN-HOUSE
CUSTOM

In person or remote class
Available in English on request

Ref. PRT
  2d - 14h00
1590 CHF E.T.




This training course is an opportunity to gain an in-depth overview of current pension schemes, their recent and future reforms and your rights, to manage your income and assets effectively, and to preserve your health capital. Through practical advice and anticipation workshops, you'll learn how to prepare for your transition to retirement, secure your financial resources, redefine your personal projects and your pace of life, and approach this new stage with serenity, peace of mind and confidence.


Teaching objectives
At the end of the training, the participant will be able to:
Calculate your income
Managing retirement-related changes
Drawing up a life plan for retirement
Maintaining health and memory

Intended audience
Anyone who is close to retirement and wants to prepare for it as effectively as possible.

Prerequisites
No

Course schedule

1
Know your rights and calculate your income

    Compétences visées

  • Understanding pension issues, reforms and current events
  • Putting together your career reconstitution file
  • Understand the different types of retirement pensions: basic, supplementary and complementary.
  • Managing income and assets

    Activités pédagogiques

  • Practical exercises: calculating pensions and estate transfers (prepared or unprepared)

2
Coping with the changes associated with retirement

    Compétences visées

  • The link with the company: building a constructive relationship with your successor, contributing to the company's memory
  • Identify changes, understand them and turn them into opportunities
  • Coping with family demands: spouse, elderly parents, children, grandchildren...
  • Setting up new rules for life
  • Taking time for yourself
  • Coping positively with the transition and adapting to the new rules of life

    Activités pédagogiques

  • Practical exercises: identifying the changes associated with the transition to retirement
  • Individual and collective reflections: the risks of retirement (isolation, depression, sedentary lifestyle...) and ways to guard against them.

3
Taking action to build an active retirement

    Compétences visées

  • Planning a medium- to long-term project
  • Take stock of your qualities and interests
  • Finding new activities to keep you going
  • Choose activities according to your needs/desires
  • Preparing and anticipating projects

    Activités pédagogiques

  • Individual reflection: take stock of your qualities, skills and interests
  • Self-diagnosis : Am I ready for this new life?

    Outils et méthodes

  • Self-positioning tests

4
Optimizing your health capital

    Compétences visées

  • Maintaining your memory
  • Eat a healthy, balanced diet
  • Preserving your sleep
  • Managing stress and its consequences
  • Building a balanced, serene life

    Activités pédagogiques

  • Practical exercises: memory exercises
  • Individual and collective reflections: exchanges on the notion of life balance

    Outils et méthodes

  • Memorization techniques
  • Stress management techniques


Customer reviews
4,8 / 5
Customer reviews are based on end-of-course evaluations. The score is calculated from all evaluations within the past year. Only reviews with a textual comment are displayed.
DIDIER H.
19/03/26
4 / 5

bien un groupe vivant et des echanges constructifs
SAUX ROSELYNE L.
19/03/26
4 / 5

Formation très dense et intéressante. Ai apprécié les intéractions multiples avec les collaborateurs et l’énergie de Marie-Dominique
MURIEL F.
19/03/26
5 / 5

Une formatrice au top et une formation très intéressante et enrichissante.



Publication date : 02/10/2025


Dates and locations

Last places available
Guaranteed date, in person or remotely
Guaranteed session
From 16 to 17 April 2026 *
FR
Remote class
Registration
From 16 to 17 April 2026
FR
Remote class
Registration
From 21 to 22 May 2026 *
FR
Remote class
Registration
From 18 to 19 June 2026 *
FR
Remote class
Registration
From 18 to 19 June 2026
FR
Remote class
Registration
From 3 to 4 September 2026
FR
Remote class
Registration
From 22 to 23 October 2026
FR
Remote class
Registration
From 23 to 24 November 2026
FR
Remote class
Registration
From 14 to 15 December 2026
FR
Remote class
Registration

REMOTE CLASS
2026 : 16 Apr., 16 Apr., 21 May, 18 June, 18 June, 3 Sep., 22 Oct., 23 Nov., 14 Dec.