Was bringt mir ein Kurs zur Vermögensplanung?
What are the benefits of a wealth planning course?
Pension and wealth planning are important basic requirements for remaining secure and independent in old age. For working people, the AHV and usually also the BVG provide basic cover, but not everyone seriously considers the 3rd pillar or a comparable alternative. For non-working people, such as housewives, only the minimum contribution is usually due, and often no contributions are paid in, which means that there are no large assets available in old age. In order to take a structured approach to your own wealth planning and gain an overview of your investment options, how to make good long-term decisions and which areas you should pay particular attention to, it often makes sense to turn to experts who are very familiar with all the details. You can either contact a financial advisor or wealth advisor who will show you your options. Alternatively, you can take your finances and pension provision into your own hands and study the subject in depth. You can do this in a course or training program that provides you with comprehensive training and gives you the opportunity to make pension decisions independently and with the necessary skills in the future.