How Fit is Your Swiss Pension? – Information event – May 2024

This is a tailored event for the Established Expats (EE) community. It is an opportunity to learn about current topics in investing and appropriate solutions for Swiss domiciled individuals. Zugerberg Finanz is a 24 year old asset manager, managing over 3.8 billion chf portfolios for: private persons, BVG vested pension II holders, corporate institutions and family offices, offering affordable entry levels.

Theme: Pension Pillar II system & 3a portfolios, Pension Capital Withdrawal impact, the “portable pension” and performance expectations based on THE real returns. Join us to refresh your knowledge on Swiss pension system’s recent laws, understand Vested pension options and see our Zugerberg Finanz philosophy.
 
Date: May 23, 2024
 
Time:  18:30 – 21:00 p.m. Presentation followed by Q&A and light dinner.
 
Keynote Speakers: Timo Dainese, Founder and Managing Partner
Tania Mobayed, Brand Ambassador & Sr. Advisor Expat Desk
Thomas Aregger, Private Clients & Pension Expert
Prof. Dr. Maurice Pedergnana, Chief Economist and Managing Partner
 
Place: Zugerberg Finanz, Lüssiweg 47, 6302 Zug
(find us on Google Maps)
 
RSVP: Latest by May 14, 2024, Registration online, limited seating

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