Rose Wakiria is a consultant and trainer on Financial and Retirement Planning. She has over 20 years’ experience in financial services working with leading companies in the insurance and retirement benefits industry in Kenya.
Her time in financial services led her to a passion for supporting clients in areas of retirement and personal financial planning. Rose’s vast experience provides her with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity.
Rose offers training and consultancy services, working with individuals, families, employers and trustees of retirement benefits schemes to equip individuals with money management skills and help them prepare for, and transition into retirement.
She holds a Bachelor of Commerce degree from the University of Nairobi and a Masters of Business Administration degree from Strathmore University Business School.
She lives in Nairobi, Kenya with her daughter. In her free time she enjoys reading and travelling.
Retirement Planning: A holistic guide to a satisfying season
RETIREMENT PLANNING: A HOLISTIC GUIDE TO A SATISFYING SEASON
Retirement Can Be Your Most Satisfying Season of Life
Yet, not without planning and preparation. Why do many people fail to prepare for the life they want?
This book articulates the opportunities and challenges that come with retirement and how to prepare for the season. It simplifies financial decisions regarding savings, investments and retirement benefits while giving compelling reasons why your preparations should also encompass the psychological and social aspects of retirement.
In this easy-to read book, Rose addresses what, when and how to prepare for and have a meaningful life in retirement. She highlights close to twenty changes retirees are likely to experience, so each reader can choose what resonates most with them. She offers practical ways of preparing for the changes, putting you in control of more factors and making you feel in control of your life as you transition into retirement.
Rose uses case studies and illustrations to demonstrate common retirement planning challenges and the critical role retirement benefits play in providing an income in retirement. She discusses pension plans, annuity and income drawdown plans in detail and guides you on how to select a retirement benefits provider and financial or retirement planner.
With a sense of what matters most in this season of life, Rose discusses family relationships including preparing your children for the transition and wealth transfer to the next generation.
KShs 1,102
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