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

Learn. Empower Yourself. Make Confident Decisions.

Join this practical and friendly workshop 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

• How investing works in Switzerland — including why capital gains are not taxed, unlike in many other countries
• Simple ways to build long-term wealth, with an introduction to passive investing through bonds and ETFs
• How to evaluate your financial situation, whether you currently have an income, savings abroad, or are planning your next career step
• Practical cost-saving principles — avoiding unnecessary insurances, understanding what matters and what doesn’t
• Common myths vs. realities that often confuse newcomers

Who This Event Is For

• Relocated professionals learning to navigate Switzerland’s financial environment
• Job seekers or people in transition seeking financial clarity
• Individuals with savings or assets abroad unsure how to protect them from inflation
• Early-stage entrepreneurs building strong personal financial foundations
• Anyone wanting to understand money better — without jargon, pressure, or sales

Why Join

You’ll walk away with practical knowledge and simple frameworks to help you make informed decisions — from approaching investing to structuring your personal finances — so you can build stability and confidence in Switzerland.

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 a member of the Bevel ON community, you’re welcome to apply by filling out the registration form. Please note that all applications will be 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.

‍