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:

• How to integrate health considerations into financial planning

• The importance of factoring in longevity risk

• Strategies to maximize wealthspan through a health-centric approach

Agenda

• Impact of personal life and health on Life Planning (Health & Wealth) - Dr. Anders Bally, Co-Founder Health2Wealth and former CEO of radicant bank.

• Demographic change driving innovation and consideration of Health in Wealth Management - Damien Ng, Thematic Research Analyst, Julius Baer

• Strategies to maximize wealthspan and reduce longevity risk through a health-centric approach - Nadine Esposito, Co-Founder Health2Wealth.

• Factor Time in Wealth- and Health Management. Lessons learned from 40 years on Wealth Management - Paul Arni, former CEO of VP Bank.

• Q&A

• Guided tour for those who wants to know how a longevity clinic works.

Who Should Attend?

• Wealth managers, financial advisors, and investment professionals

• Individuals looking to align health with long-term wealth strategies

Sign up