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2025

Workshop mit Expat Service Vorarlberg

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In the free, interactive online workshop on insurance, participants received a comprehensive introduction to the most important types of insurance and their role in financial security. The focus was on protecting one’s income, family, and future through needs-based coverage.

Participants learned how to identify their individual insurance needs, assess existing policies, and avoid coverage gaps. Topics such as health, life, accident, liability, and property insurance were explained in detail, including practical guidance on insured amounts, exclusions, and waiting periods.

The free, 120-minute live webinar for expats focused on insurance in Austria. Participants received a comprehensive overview of which types of insurance are sensible, or even mandatory, in Austria, and how to structure their personal coverage based on their individual life situation.

Key topics included the differences between public and private insurance, how to build a needs-based insurance strategy, and common pitfalls to avoid when signing insurance contracts.

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Pensionsworkshop mit Pohl ZT gmbh

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As part of the free, 90-minute workshop for the employees of Pohl ZT Architects, we took an in-depth look at the Austrian pension account ("Pensionskonto"). Participants received a clear and accessible introduction to accessing their pension account, calculating their expected pension entitlements, and analyzing potential pension gaps.

In addition, strategies for improving retirement planning were presented. The goal of the workshop was to create a solid understanding of the personal pension account and to provide practical insights for informed and future-oriented retirement planning.

Workshop mit  - Frauen Aus Allen Ländern

In the free, 120-minute online workshop for Frauen aus allen Ländern (Women from All Countries), the basics of investing were explained in a simple and accessible way. Participants learned why having an overview of their personal budget is important, how to set clear financial goals, and how investing works in principle.

The focus was on understanding opportunities and risks, exploring different investment options, and learning how to plan personal wealth-building step by step.

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Workshop mit Expat Service Vorarlberg

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In the free, 90-minute online workshop for expats in Vorarlberg, the fundamentals of investing were explored in depth. Participants received a detailed introduction to defining investment goals, setting an investment horizon, and assessing their personal risk profile.

Particular emphasis was placed on the importance of diversification and selecting suitable types of investments. In addition, practical strategies for structured wealth-building were presented.

The goal of the workshop was to provide participants with a clear understanding of sound investment decisions and to support them in building long-term financial stability and independence.

Webinar -  Welcome Service Tirol

As part of a free online webinar on April 7, 2025, we provided expats with essential financial fundamentals. The topics covered included the Austrian pension account, basic principles of investing, and key types of insurance.

The goal was to equip participants with the foundational knowledge needed to make informed financial decisions and strengthen their financial independence.

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In the upcoming online workshop with the Caritas Education Center, we will focus on educating participants about the Pensionskonto. Planned topics include how the Pensionskonto works, what contributions are included, how pensions are calculated, and the options for actively shaping retirement planning. This interactive workshop is designed to provide participants with practical knowledge about the Austrian pension system and the importance of early planning.

The free, 120-minute live webinar for expats focused on investing. Participants learned how to develop an individual investment strategy based on their financial goals, investment horizon, and risk profile. Key topics included diversification, asset allocation, and the practical implementation of investment strategies.

In addition, we explored tax-advantaged investment opportunities in Austria and provided participants with insights on how to optimize their investments within the Austrian tax system.

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In the free, 90-minute online workshop for expats in Vorarlberg, key financial topics were covered, including the Pensionskonto, basic investment strategies, and essential insurances. The aim of the workshop was to equip participants with the necessary knowledge to make independent, informed financial decisions and enhance their financial security.

2024

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In the free, 90-minute online workshop for expats in Vorarlberg, key financial topics were covered, including the Pensionskonto, basic investment strategies, and essential insurances. The aim of the workshop was to equip participants with the necessary knowledge to make independent, informed financial decisions and enhance their financial security.

In the workshop at the Chilli Youth Center in Telfs, we focused on answering the financial questions of the young participants. Topics included how much of their gross salary remains after deductions, the basics of saving, the importance of budgeting, first steps towards independent financial planning, as well as questions about bank accounts and insurance. It was an interactive session aimed at equipping the youth with practical financial knowledge for their everyday lives.

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Kinder, die zur Schule gehen

We provided financial education to the students in a playful manner. Through interactive games and practical exercises, the students were able to learn basic knowledge about financial topics such as real estate, stocks, and start-ups.

We offered practical financial education to the employees of Weldrige Construction. Through clear examples and concrete exercises, the employees were able to acquire basic knowledge in the areas of income, expenses, savings, investments and retirement planning.

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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.

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