Catalog Continuing education Preparing for (pre) retirement

Preparing for (pre)retirement

Context

Are you currently working in the banking and finance sector in French-speaking Switzerland and looking to plan for your (early) retirement? This two-day training program might be of interest to you. On the first day, you will explore the mechanics of Swiss pension planning and taxation, with the goal of optimizing your savings for retirement. You will follow up this technical day with a session that will explore the physical
, and psychological challenges of adapting to your future life as a retiree, with the goal of maximizing your well-being in retirement.

Key objectives

Determine your retirement income needs
Analyze potential sources of income
Choose the best option: annuity or lump sum, taxation, and estate planning
Understand the determinants of health and the strategies for maintaining your health over the long term.
Adopt an active lifestyle to prevent chronic diseases, maintain mobility, and improve physical fitness.
Integrate the pillars of sustainable well-being—recovery, sleep, and stress management—to support optimal health throughout retirement.
Identify social perceptions surrounding retirement and aging
Analyze the multiple sources that shape our identity
Understand the challenges of managing time and activities in retirement
Take stock of and choose your social relationships: spouse, children and grandchildren, friends, and colleagues

Target audience

- People working in banking and finance in French-speaking Switzerland who are preparing for pre-retirement or retirement (no specific age limit)
- The course is also open to people outside the banking and finance sector (e.g. spouses).

Price

Public : CHF 1'280.-
Member : CHF 0.-

RETIREMENT1

Optimize your pension

Duration: 8h00

Possible speakers: GALLEGOS Albert

RETIREMENT2

Health, sport and nutrition

Duration: 4h00

Possible speakers: GOJANOVIC Boris

RETIREMENT3

Emotional and psychological aspects

Duration: 4h00

Possible speakers: Anne Rita BERTSCHY

Preparing for retirement in all its aspects: financial and psychological issues addressed in training sessions

Ariane Froidevaux - Assistant Professor (University of Texas, Arlington) & Anne Le Floch - Compliance Officer (Piguet Galland)

Preparing for retirement is not just about financial calculations. It is also—and perhaps above all—a major life transition that deserves specific psychological attention. Through a two-day training course offered by the ISFB, participants are invited to reflect on both the technical aspects of their retirement planning and the deeper human issues involved. Ariane Froidevaux, a speaker and specialist in these topics, and Anne Le Floch, a participant in the training course, share their views on a comprehensive, calm, and thoughtful approach to preparing for retirement.

Read the interview