Health: The Missing Piece in Wealth Management (May 13)

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

Agenda:

• Impact of personal life and health on Life Planning (Health & Wealth) - Dr. Anders Bally, Co-Founder Health2Wealth and former CEO of radicant bank.

• Demographic change driving innovation and consideration of Health in Wealth Management - Damien Ng, Thematic Research Analyst, Julius Baer

• Strategies to maximize wealthspan and reduce longevity risk through a health-centric approach - Nadine Esposito, Co-Founder Health2Wealth.

• Factor Time in Wealth- and Health Management. Lessons learned from 40 years on Wealth Management - Paul Arni, former CEO of VP Bank.

• Q&A

• Guided tour for those who want to know how a longevity clinic works.

Who Should Attend?

• Wealth managers, wealth planners, pension advisors, family office professionals

• Individuals looking to align their long-term financial planning and wealth strategies with their health

Date & time

Tue, May 13

Location

Longevity Center AG, Beethovenstrasse 1 (rotes Schloss), 8002 Zürich

Good to know

in person