Key steps in retirement planning - 3 December 2024

Presentation from our December information session

AVENA held an evening information session on Tuesday, 3 December 2024, at Aquatis. Our experts addressed a number of questions, including:

• What will my major expenses be over the next 15 years?
• How large of a pension will I need when I retire? Will my pension benefits enable me to maintain my desired standard of living, as set out in my budget ?
• How do inheritance and tax concerns figure in?
• When should I contact my AVS fund, my employer, and my pension fund?
• What should I do with my pillar 3 accounts

Panelists:
Francis Bouvier, director of AVENA 
Olivier Reymond, pension fund specialist at BCV

Moderator:
Alain Jeannet, former editor-in-chief of L’Hebdo