EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Limited, each of which is a separate legal entity. Ernst & Young Limited is a Swiss company with registered seats in Switzerland providing services to clients in Switzerland.
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Most of us assume our pension will take care of us one day. The truth is more challenging. In Switzerland, AHV and the pension fund often cover only half of your final salary in retirement and even less if you are a higher earner. Yet maintaining your lifestyle will require much more. That gap is real and it affects many of us long before we notice it.
The encouraging part is that you can close this gap with thoughtful planning and smart investing. Understanding a few core principles can help you avoid expensive mistakes and build long-term financial confidence.
We are delighted to welcome back Nadine Hunkeler, independent investment advisor and Certified Financial Planner. Many of you may remember her from our earlier PWN events in Zurich and Geneva, where her clarity, humour, and practical guidance made a lasting impression. We valued her contribution so much that we are inviting her to bring this important conversation to Basel! Nadine is an excellent speaker who brings a complex topic to life in a way that is accessible, relevant, and surprisingly enjoyable.
This afterwork session will give you a clear starting point, renewed confidence, and a framework you can apply immediately.
Key Questions we will address:
- Why the pension gap exists and how investing helps close it
- The four fundamental rules that every investor should know
- How to use the Swiss three pillar system to your advantage, including pillar three strategies
- The five most common mistakes and how to avoid them
- How to get started with clarity and confidence
Meet our speaker:
Nadine Hunkeler is an independent Certified Financial Planner (CFP) and investment advisor, who is also FINMA registered. She advises her clients on how to invest and do their prevention and pension planning whilst resident in Switzerland.
This short, clear, impactful session is perfect for anyone who wants to take their next step by investing or deepening their knowledge with practical guidance that truly makes a difference. Join us to shape your future.
Additional information:
- We welcome individuals of all genders and investing knowledge levels to this inclusive session
- This event will be conducted in English
- Light refreshments will be provided
Date
Time
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