Influencing current and future income
Nowadays, a professional career is no longer a “long quiet river”. It often involves voluntary or forced career changes and many other challenges. By mid-career, it is important for employees of all levels to develop a clear understanding of their financial situation and begin to be proactive about it.
Our seminar provides clear and comprehensive information enabling participants to understand the components and mechanisms that determine income after retirement (OASI, occupational pension schemes, 3rd pillar, taxation), while also identifying certain risks (loss of income, unemployment) as well as ways and means of influencing or guaranteeing their present and future situation by taking appropriate financial management action.
Next open inter-company sessions :
Occupational benefit system
Components and mechanisms that determine income after retirement (OASI, occupational pension schemes, 3rd pillar), for Swiss residents and frontier workers.
Identification of the risks that may impact income after retirement and ways of improving or safeguarding one’s current or future situation.
Financial management and taxation
Determination of taxable income, principle of pension taxation by the cantons and most advantageous occupational pension scheme models (payment of a lump sum or annuity).
Number of participants :
145 CHF per person