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Investing pension capital: Step by step | Webinar

Carina
by: Carina Wetzlhütter1 min read

We walk you through a real case: pension income or capital, how long it lasts, and what happens if the markets drop right after retirement.

Pension capital planning at Selma – a real case, explained step by step.


Did you know that many people in Switzerland retire without a clear plan for how long their money will last?

On 24 September at 16:00, Selma experts Chantal (financial planner) and Patrik (founder and CEO) will walk through a real case – step by step, just like in a real, included consultation at Selma:

  • Pension or capital?
  • How long will my money really last?
  • How do I structure my withdrawals?
  • Which portfolio should I choose?
  • How do I build a withdrawal plan?

You'll see live how a consultation, plus the pension overview and planning, look in the Selma app.

Join us! This 30-minute webinar gives you a full look at what Selma offers retirees and anyone getting ready for retirement.

Important: This webinar is held in German.

Speakers

Experte
Patrik Schär

Patrik Schär

CEO of Selma Finance

Linkedin
Expertin
Chantal Häberli Selma Finance

Chantal Häberli

Finanzplanerin of Selma Finance

Linkedin