Health:
The Missing Piece in Wealth Management

Monthly Masterclass Series

Date & time

Wed, May 14

Location

Downtown Zurich

Good to know

in person

CHF 25.00 incl. Mwst

Price

6:00 PM

1 hour

+ network drinks

About this event

Financial advisors need longevity literacy to help clients build wealth that lasts a lifetime. This session explores how health is an asset, why wealth managers should factor in healthspan, and how longevity strategies can enhance financial plans.

What to Expect:

• How to integrate health considerations into financial planning

• The importance of factoring in longevity risk

• Strategies to maximize wealthspan through a health-centric approach

Who Should Attend?

• Wealth managers, financial advisors, and investment professionals

• Individuals looking to align health with long-term wealth strategies