Advertisement
An engaging after-work workshop that cuts through complexity and brings clarity to Swiss pension planning and its tax implications.About this Event
Join Nadine Hunkeler, Certified Financial Planner (CFP®) and founder & CEO of Finance Phoenix, together with Julia Tatje, Founder & CEO of taxum Personal Tax Boutique, for an engaging after-work workshop that cuts through complexity and brings clarity to Swiss pension planning and its tax implications.
Combining expertise in financial planning and taxation, Nadine and Julia offer a holistic perspective on building long-term wealth — showing how thoughtful coordination between investments and taxes can make a meaningful difference over time. Expect practical insights, common pitfalls to avoid, and a framework that helps you make confident decisions about your financial future.
What to expect:
Financial Wheel – understanding your personal risk and opportunities
🔹Why the pension gap is real — and what you can do about it
🔹How to use the Swiss 3-pillar system strategically
🔹Key tax considerations that support long-term wealth building
🔹 Common financial mistakes — and how to avoid them
🔹 Practical steps you can apply immediately
SCHEDULE
18:00–18:15 Registration & Welcome
18:15–19:00 Presentation
19:00–19:15 Q&A
19:15 – End After-work drinks & light snacks
Cost:
CSCC Members: 25 CHF
Non-Members: 40 CHF
Hosted by:
Advertisement
Event Venue & Nearby Stays
FlexOffice Zürich Prime Tower - Office Space & Workspace für dein Team, 201 Hardstrasse, Zürich, Switzerland
Tickets
CHF 25.00 to CHF 40.00
Concerts, fests, parties, meetups - all the happenings, one place.
