Webinar​

• Cost: Free

• Duration: 120 Minuten

• Location: Online​​

 

​​In this interactive webinar, you will learn how to develop an effective investment strategy, minimize risk, and take advantage of tax benefits. Whether you're just starting out or looking to optimize your portfolio, we will show you practical methods to invest your wealth strategically and sustainably.​​

 

Content

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Fundamentals of a Successful Investment Strategy

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• What investment goals should you define?

• The impact of your investment horizon on your strategy

• Risk profile: How much risk can and should you take?

• Diversification: Why it’s essential for your financial security

• The optimal portfolio composition for different types of investors

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Investment Decisions & Asset Allocation

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• Stocks, ETFs, bonds, or real estate – which asset class is right for you?

• Long-term vs. short-term strategies – what really pays off?

• Active vs. passive investing: Pros and cons

• Behavioral finance: How emotions influence your investment decisions

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Tax-Optimized Investments & Long-Term Wealth Planning

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• How to structure your investments for tax efficiency

• Differences between capital gains tax (KESt), KESt exemptions, and retirement products

• Tax benefits of pension planning and long-term investments

• Practical examples of tax optimization strategies

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Q & A & Next Steps

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• Open Q&A session for individual concerns

• Info flyer & worksheets for your investment planning

• Introduction to useful investment tools​

 

Key Takeaways

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Confidence in planning your investments & retirement strategy
Practical tips on diversification & risk management
Clear explanations of ETFs, stocks & passive investment strategies
Concrete actionable recommendations for long-term wealth building

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