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24 ch. de Mont-Rose
1294 Genthod/Geneva
Switzerland
Tel. +41 22 774 36 11
Fax +41 22 774 31 69


The Graduate Institute of Business & Management

FINANCIAL PREPARATION FOR RETIREMENT

A one-day seminar in Geneva

This course is for employees of  nationalities other than American or green card holders (for whom a special course is offered) working in Geneva and considering retiring anywhere.  Special attention is given to France, Switzerland or the United Kingdom.

KEY QUESTIONS

In the run up to retirement, many key issues arise:

timing of retirement

where to live

planning for very old age

property ownership and mortgages

how to take one’s pension

tax implications

health insurance and social security

inheritance issues and estate planning

currency issues

independent income generation

and how to build and manage a nest-egg.

These questions are all very personal and need addressing in advance of retirement, as room for manoeuvre thereafter is much more restricted. INSAM has therefore gathered information from a team of experts from international accountancy firms, insurance and pension advisers, and estate planners for a one-day seminar.

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