Financial planning for retirement

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  :

On request

For more information, please contact Silvia Santambrogio :

s.santambrogio@programme-avantage.ch
021 711 05 22

This course can also be held in your organisation. We will be happy to design a seminar that is perfectly suited to the specific needs of your kinds of occupation and industry.

For more information, please contact Silvia Santambrogio :

s.santambrogio@programme-avantage.ch
021 711 05 22

Topics covered

Occupational benefit system

Components and mechanisms that determine income after retirement (OASI, occupational pension schemes, 3rd pillar), for Swiss residents and frontier workers.

Risks

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 :

25 people

Duration :

1 day

Cost :

145 CHF per person