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