Part 2: Financial Education Made Easy — Invest Smart & Build Long-Term Wealth

Learn. Empower Yourself. Make Confident Decisions.

Join us for the 2nd part of the practical and friendly workshop series led by Barbara Ulbrich, Transformation Lead at Procter & Gamble and Executive Coach, designed to help relocated professionals understand the essentials of navigating personal finance and long-term investing in Switzerland.
You’ll gain clarity on how the system works, what truly matters for newcomers, and how to make confident financial decisions based on your personal situation.

What You’ll Learn

• Different asset classes (cash, bonds, shares, ETFs...) and how they differ in terms of risk and return
• What are shares? What are bonds?
• Difference between actively and passively managed funds
• How to find the right ETF — key criteria to consider and common pitfalls to avoid
• How to select a broker in Switzerland and what to pay attention to (costs, access, usability)
• The Swiss 3rd Pillar — how it works and how to make it work best for your long-term goals

Who This Event Is For

• Participants of the first workshop who want to go deeper
• Relocated professionals ready to take the next step in investing
• Job seekers or professionals planning ahead for long-term financial stability
• Individuals with savings who want to invest thoughtfully and sustainably
• Anyone looking for practical, jargon-free guidance on ETFs and investing in Switzerland

Why Join

You’ll leave this session with a clearer understanding of how to structure long-term investments, choose the right tools, and avoid common mistakes — so you can make confident, informed decisions aligned with your goals.

This workshop remains purely educational and does not promote or recommend specific financial products.

🔗 Register Now

Secure your spot by completing the short registration form.
Seats are limited, with priority given to Bevel ON community members.

If you’re not yet part of the Bevel ON community, you’re welcome to apply via the registration form.
Please note that applications are reviewed as part of our approval process.

In Collaboration With

This workshop is delivered in partnership with Procter & Gamble, who support our mission to empower relocated professionals in Switzerland through education, community, and opportunity.

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