Catalog Continuing education Preparing for (pre) retirement

Preparing for (pre)retirement

Context

Are you active in the banking and finance sector in French-speaking Switzerland, and want to anticipate your (pre)retirement? Then this two-day training course could be for you. On the first day, you'll learn about the mechanisms of Swiss pension planning and taxation, with the aim of optimizing your savings at retirement age. This technical day will be complemented by a day that will introduce you to the psychological issues involved in adapting to your future life as a retiree, with the aim of optimizing your well-being in retirement.

Key objectives

1. identify retirement income needs
2. analyze possible sources of income
3. choose the best option: annuity or capital, taxation and inheritance
4. identify social representations of retirement and aging
5. Analyze the multiple sources of our identity
6. Understand the challenges of managing your time and activities in retirement
7. Take stock and choose your social relationships: couple, 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).

Stakeholders

Albert Gallegos, LLM University of Lausanne, Head of Wealth Solutions at Banque Cantonale de Genève, ISFB lecturer, and author of the book "Le guide de vos finances personnelles", published by Editions Favre
Prof. Dr. Ariane Froidevaux, Doctorate in Psychology from the University of Lausanne, Assistant Professor of Management at the University of Texas College of Business. Her doctoral thesis focused on the psychological challenges of adapting to the work-retirement transition.

Price

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

RETIREMENT1

Optimize your pension

Duration: 8h00

RETIREMENT2

Health, sport and nutrition

Duration: 4h00

RETIREMENT3

Emotional and psychological aspects

Duration: 4h00

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 isn't just about financial calculations. It is also - and perhaps above all - a major life transition that deserves specific psychological attention. In a two-day training course offered by ISFB, participants are invited to reflect on both the technical aspects of their pension provision and the deeper human issues at stake. Ariane Froidevaux, a speaker and specialist in these issues, and Anne Le Floch, a participant in the course, share their views on a comprehensive, serene and thoughtful approach to preparing for retirement.
Read the interview