top of page

Online Financial Literacy Workshop

 

Cost: Free of Charge

Duration: 60 Minutes - Appointment on Request

Location: Online

 

Learn the basic principles of investing and gain helpful insights to better understand and plan your financial decisions.

 

Contents of the workshop:

  • Define your goals: Learn how to set clear and realistic investment goals that fit your life situation.

  • Determine your investment horizon: Learn how your time horizon influences your investment decisions.

  • Understanding risk and return: Develop an awareness of the relationship between risk and return to make informed decisions.

  • Investment Decision Basics: Discover the key steps to developing a solid and well-informed investment strategy.

  • Tax-optimized investing: Gain insights into strategies and ways to optimize your investments for tax purposes, including capital gains tax-free investments.

 

Aim of the workshop:
The workshop offers you a solid introduction to the world of investing and helps you take the first steps towards financial independence. Whether you are a beginner or already experienced, you will benefit from practical tips and interactive exchange.

Logo_Claim_ohne Hintergrund.png

Privacy Policy

The statements contained on our website do not constitute investment advice or any other recommendation and are not to be understood as a contractual offer.

For individual advice, please contact your financial advisor.

bottom of page