To develop, regulate and promote an internationally recognized accountancy profession that upholds public interest through capacity building, advocacy, innovation and sustainable practices.
THE INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS OF KENYA
(Established under the Accountants Act, Laws of Kenya)
Legacy and Leadership: Forum for Senior & Retired Members
Theme:
Date: 25th – 27th March 2026
Time: 09.00am-03.30pm
Venue: ICPAK Auditorium CPA Centre
Overview
Transitioning to retirement often involves a profound shift from a structured career-driven life to one of newfound freedom, where mixed emotions like excitement, uncertainty, and even a temporary sense of loss are natural companions along the way. Embracing this phase positively begins with acknowledging these feelings without judgment, viewing retirement not as an ending but as an exciting new chapter ripe with opportunities for self-discovery, rekindled passions, and deeper connections with loved ones. By gradually easing into the change—perhaps through phased reduced hours, exploring hobbies, volunteering, or setting meaningful personal goals—individuals can cultivate a fresh sense of purpose and identity beyond their former profession. With intentional planning, an open mindset focused on growth rather than loss, and a willingness to savor simple daily joys like unhurried mornings or spontaneous adventures, retirement transforms into a rewarding season of fulfillment, personal evolution, and genuine liberation.
Embracing country living represents one of the most profound and transformative shifts a person can make in their life, often marking a deliberate departure from the relentless pace, noise, and constant stimulation of urban existence toward a quieter, more intentional rhythm deeply connected to nature and simplicity. This significant change frequently stems from a yearning for reduced stress, cleaner air, greater self-reliance, and the restorative power of open landscapes, where daily routines slow down to the cadence of seasons, wildlife, and personal pursuits like gardening or stargazing under unpolluted skies. While the transition demands adjustments—such as increased self-sufficiency, potential isolation from conveniences, and a re-evaluation of priorities—it ultimately fosters deeper fulfillment, stronger community ties in tight-knit rural settings, improved mental and physical well-being, and a renewed sense of purpose, allowing individuals to rediscover what truly matters beyond the distractions of modern city life.
In the sunset days of retirement—often referred to as the golden years—financial maintenance shifts from wealth accumulation to sustainable living, where the critical debate focuses on prioritizing cash flow over asset preservation. While a large net worth provides a sense of security through accumulated assets like homes, stocks, or retirement accounts, it is ultimately reliable cash flow—the steady stream of money flowing into your accounts to cover daily expenses, healthcare, travel, and lifestyle needs—that truly sustains comfort and peace of mind.
Reintegrating into society after a prolonged absence requires building structure, purpose, and connections while prioritizing an active lifestyle to support both physical and mental well-being. Establishing a consistent daily routine that includes regular exercise, such as walking, jogging, gym workouts, or team sports, helps combat the disorientation of freedom, reduces stress and anxiety, boosts mood through endorphins, and fosters discipline that counters old habits or institutional patterns. Combining this physical activity with social engagement—like joining community groups, support networks, volunteer opportunities, or hobby classes—rebuilds relationships, combats isolation, and creates accountability, keeps one productively occupied and forward-focused. Ultimately, staying active not only promotes long-term health and resilience against setbacks but also reinforces a positive identity as a contributing member of society, making successful reintegration more sustainable and fulfilling.
Health care and long-term care planning are essential components of retirement preparation for retirees, where rising medical costs, chronic conditions, and limited formal long-term care options pose significant challenges. Out-of-pocket medical expenses remain common even among those enrolled in certain medical schemes, as highlighted in recent pensioner surveys. Early financial allocation, including health savings accounts and comprehensive insurance, helps mitigate the economic burden and ensures dignified, secure golden years without depleting retirement resources.
Estate planning is important as it ensures that the wealth accumulated over a lifetime—often including land, property, retirement savings, pensions, and other assets—is distributed according to their wishes rather than being subject to the rigid rules of intestate succession under the Law of Succession Act. By creating a valid will, establishing trusts (such as living or family trusts), or nominating beneficiaries for pensions and insurance, retirees can prevent lengthy and costly probate processes, minimize family disputes over inheritance, reduce potential tax burdens or legal fees, and protect vulnerable dependents like spouses, grandchildren, or those with special needs. This proactive approach provides peace of mind during retirement, safeguards legacies from fragmentation or mismanagement, and allows retirees to support multi-generational financial stability while honouring personal priorities in an evolving legal and financial landscape.
It is against this backdrop that ICPAK has organized this seminar. Key topical areas to be discussed are as follows:
 Target Audience:
This forum is for senior and retired members.
Continuous Professional Development Units (CPD Units):
Members of ICPAK and reciprocating professional bodies will be awarded 15 CPD Units upon successfully attending each of the sessions.
Cost:
Charges for the training are Kes Zero
Online Booking:
We call on Seminar participants to note that booking for is available only online at www.icpak.com/events and will close two hours before the training session. Delegates are reminded to note that online booking for training sessions is mandatory. This is available either online at www.icpak.com/events or on the ICPAK Live – A smart phone-based application that is available from google store.
National Industrial Training Authority (NITA) Reimbursement:
The Institute is registered as a trainer with National Industrial Training Authority. The Institute’s registration number is DIT/TRN/47. Participants who are registered levy contributors should apply to NITA for reimbursement of their fees. Please note that this is applicable for Kenyan citizens only and subject to NITA regulations. Remember that to qualify you should apply to NITA for approval prior to the date of the conference. Further details can be obtained from their website (www.nita.go.ke)
Further requests can be channeled to us via telephone calls on +254 719 074 100, or via email at marketing@icpak.com.
We encourage members to regularly visit www.icpak.com  for updates.
To develop, regulate and promote an internationally recognized accountancy profession that upholds public interest through capacity building, advocacy, innovation and sustainable practices.
