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 |