Catalog Continuing education Preparing for (pre) retirement

Preparing for (pre)retirement

Context

Are you active in the banking and finance sector in French-speaking Switzerland, and want to anticipate your (pre)retirement? Then this two-day training course could be for you. On the first day, you'll learn about the mechanisms of Swiss pension planning and taxation, with the aim of optimizing your savings at retirement age. This technical day will be complemented by a day that will introduce you to the psychological issues involved in adapting to your future life as a retiree, with the aim of optimizing your well-being in retirement.

Key objectives

1. identify retirement income needs
2. analyze possible sources of income
3. choose the best option: annuity or capital, taxation and inheritance
4. identify social representations of retirement and aging
5. Analyze the multiple sources of our identity
6. Understand the challenges of managing your time and activities in retirement
7. Take stock and choose your social relationships: couple, children and grandchildren, friends and colleagues.

Target audience

- People working in banking and finance in French-speaking Switzerland who are preparing for pre-retirement or retirement (no specific age limit)
- The course is also open to people outside the banking and finance sector (e.g. spouses).

Price

Public : CHF 1'280.-
Member : CHF 0.-

RETIREMENT1

Optimize your pension

Duration: 8h00

Possible speakers: GALLEGOS Albert

RETIREMENT2

Health, sport and nutrition

Duration: 4h00

Possible speakers: GOJANOVIC Boris

RETIREMENT3

Emotional and psychological aspects

Duration: 4h00

Possible speakers: Isabelle Schramm

Preparing for retirement in all its aspects: financial and psychological issues addressed in training sessions

Ariane Froidevaux - Assistant Professor (University of Texas, Arlington) & Anne Le Floch - Compliance Officer (Piguet Galland)

Preparing for retirement is not just about financial calculations. It is also—and perhaps above all—a major life transition that deserves specific psychological attention. Through a two-day training course offered by the ISFB, participants are invited to reflect on both the technical aspects of their retirement planning and the deeper human issues involved. Ariane Froidevaux, a speaker and specialist in these topics, and Anne Le Floch, a participant in the training course, share their views on a comprehensive, calm, and thoughtful approach to preparing for retirement.

Read the interview

Albert GALLEGOS

A Swiss lawyer with a Master's degree in international law from the University of Lausanne, he holds an MBA from HEC-Unil Lausanne and a Certificate in Entrepreneurship from the University of Neuchâtel. He also holds the title of Certified Wealth Management Advisor (
) from SAQ Swiss Association for Quality.

He has extensive experience in financial planning (taxation, pensions, investments, real estate, matrimonial and inheritance law), gained while working at a bank as director of the Wealth Solutions business unit.

He regularly publishes articles on financial issues and leads seminars and conferences. He is also co-author of the books "Le guide de votre prévoyance" (Your Pension Guide) and "Guide de vos finances personnelles" (Your Personal Finance Guide).

Boris GOJANOVIC

Dr. Boris Gojanovic embodies the convergence between cutting-edge sports medicine and the promotion of physical activity as a therapeutic pillar. President of Sport & Exercise Medicine Switzerland (SEMS), he has been practicing at Hôpital de La Tour in Geneva since 2015, where his clinical practice covers a wide spectrum, from elite athletes to sedentary patients undergoing physical reconditioning. His medical philosophy articulates a fundamental dialectic: movement as a vector for preventive health and optimal health as a prerequisite for athletic performance.
His expertise encompasses exercise physiology, behavioral sciences, and health economics.
Trained in internal medicine in Lausanne and then specializing in sports medicine, notably at Stanford, he combines academic rigor (over 100 scientific publications) with personal athletic experience—a former elite Swiss basketball player who switched to endurance sports (marathons, Ironman).
An active science communicator, he shares his knowledge in numerous academic and professional contexts, as well as in traditional media and social networks. As the father of two active teenagers, he embodies the principles of lifestyle medicine that he promotes professionally on a daily basis.

Isabelle SCHRAMM

A former dancer with the Grand Théâtre de Genève ballet company, Isabelle Schramm is a sports psychologist working in her own practice in Geneva and at the Federal Office of Sport in Macolin. A member of the Swiss Federation of Psychologists (FSP) and the SASP committee, she works at the intersection of performance, well-being, and mental health. With a master's degree in psychology and a DAS in sports psychology, she draws on recognized scientific approaches to meet the physical, emotional, and cognitive demands of highly competitive environments.
Her artistic background and personal experience of high performance give her a keen understanding of the identity, motivational, and emotional issues faced by the people she works with.
She works to promote sustainable performance and healthy psychological balance at every stage of life, including during periods of transition.