Discover the new prospects offered by the Pacte project in terms of wealth management
Bruno Lemaire’s Pacte project officially launches the reform of retirement savings known, in France, to rhyme with complexity and variety of support (PERP, Madelin, Perco...).
As life expectancy increases, preparing for retirement becomes a crucial concern in managing one’s wealth. Besides retirement savings, getting additional revenues at retirement can be obtained through a variety of other investments solutions.
Given the critical importance of personal tax optimization in wealth management, these alternative solutions and investment wrappers, beyond retirement savings, remain paramount to encompass objectives as various as financing one’s children studies, protecting one’s spouse, inheritance planning ...
Come to listen to and meet with Yasmina Brasseur, Wealth Planner, Co-Founder The Ladies Bank and Aurélie Dupont, Private banker, Ambassador The Ladies Bank
The Ladies Bank by Oddo Bhf, « la banque privee qui donne envie aux femmes de s'intéresser et de prendre soin de leur patrimoine » http://www.ladiesbank.fr
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