Online Retirement Course

The comprehensive online course by Andreas Ulrich, Federal Diploma Financial Planning Expert, for optimal preparation for retirement offers all the necessary information for a smooth transition into retirement. With current facts, practical tools, and proven methods, all relevant aspects of pension planning from A to Z are covered in 12 modules.

The course, specifically designed for Switzerland, is based on over 20 years of experience in financial and retirement consulting. For individuals aged 50 and over, the course provides valuable insights into topics such as AHV, pension funds, annuities or capital withdrawal, as well as financial and personal life planning after retirement. The offering is complemented by helpful tips to avoid potential mistakes and to secure retirement financially and personally.

Information

Seminar Details

Duration: approximately 3 hours
Eligible to register: Insured persons (VP)
Age: 50 years
Languages: DE
Price: CHF 360.- per license
Registration deadline: none

Business partner

LACHEN Consulting GmbH
Schützenstrasse 2
CH-8853 Lachen
Email: info@lachen-consulting.ch

Thematic focal points

The online retirement course consists of 12 modules.

Module 1 - 5 | Knowledge

The core principle clearly outlined
Planning with your interests
Flexible retirement models
Calculation of AHV and pension fund benefits

Module 6 | TOP Golden Nugget | Case Study

Case study with sample concept
Proven 1:1 video instructions
Tools, samples, checklists, calculation tools
Sketches income concept
Budget planning in stages
Wealth concept
Feasibility check
How money lasts in retirement

Module 7 - 9 | Managing Pension Funds

"Pension or Capital from the Pension Fund?"
Guided by checklists, recommendations, and calculation tools to make logical decisions
Retirement withdrawal: Optimize taxes
Appropriate investment strategy in retirement

Module 10 - 12 | Complementary