Health: The Missing Piece in Wealth Management
Monthly Masterclass Series
Date & time
Tue, May 13
Location
Longevity Center AG
Good to know
in person
FREE for members
Price
6:00 PM
1 hour
+ network drinks
Beethovenstrasse 1, Zürich
About this event
Financial advisors need longevity literacy to help clients build wealth that lasts a lifetime. This session explores how health is an asset, why wealth managers should factor in healthspan, and how longevity strategies can enhance financial plans.
What to Expect:
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How to integrate health considerations into financial planning
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The importance of factoring in longevity risk
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Strategies to maximize wealthspan through a health-centric approach
Agenda
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Impact of personal life and health on Life Planning (Health & Wealth) – Dr. Anders Bally, Co-Founder Health2Wealth and former CEO of radicant bank.
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Demographic change driving innovation and consideration of Health in Wealth Management – Damien Ng, Thematic Research Analyst, Julius Baer
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Strategies to maximize wealthspan and reduce longevity risk through a health-centric approach – Nadine Esposito, Co-Founder Health2Wealth.
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Factor Time in Wealth- and Health Management. Lessons learned from 40 years on Wealth Management – Paul Arni, former CEO of VP Bank.
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Q&A
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Guided tour for those who wants to know how a longevity clinic works.
Who Should Attend?
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Wealth managers, financial advisors, and investment professionals
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Individuals looking to align health with long-term wealth strategies
