Age-Adjusted Investment Strategies: What to Ask Your Bank

Monthly Masterclass Series

Date & time

Coming soon

Location

Downtown Zurich

Good to know

In person

3 hours

CHF 120.00 incl. VAT

Price

6:00 PM

About this event

Financial planning for longevity requires an age-adjusted investment approach. This session explores how investment strategies should evolve with age, health status, and changing financial goals.

What to Expect:

• What a longevity-friendly investment portfolio looks like

• Key questions to ask your bank or financial advisor

• How to balance risk, growth, and security over time

Who Should Attend?

• Financial advisors, wealth managers, and investors

• Individuals planning for long-term financial security

• Anyone interested in aligning financial and health strategies

Register here