FPSB Deutschland, FPSB’s Germany Affiliate, will celebrate World Financial Planning Day by hosting a webinar series as follows:
Webinar Series: Introduction to Financial Planning
The webinar series “Introduction to Financial Planning” is aimed at advisers who wish to take their first steps toward financial planning and to provide guidance, share practical knowledge, and pass on experience.
- 25 September at 5:00 p.m.: Napkin Financial Planning
- 2 October at 8:30 a.m.: Financial Planning as a Service
- 3 October at 8:30 a.m.: Financial and Succession Planning with Simple Tools
- 16 October at 8:30 a.m.: Liquidity Planning with Funds in flow
- 21 October at 8:30 a.m.: Law and Taxes in the Context of Financial Planning
Speaker:
Ludwig Gatti, CFP
Joint Webinar on Retirement
Hosted by FPSB Germany and the Deutschen Institutes für Altersvorsorge (DIA) (German Institute for RetirementProvision)
This session will be held on 8 October at 6:00 p.m. to provide valuable insights and explain practical strategies for retirement planning . It will address how investors can take their financial future into their own hands and present concrete strategies for building wealth.
Speakers:
Marcel Reyers and Maximilian Kleyboldt
Media Coverage
In addition, FPSB Deutschland shared the value of financial planning via the following news article:
- FPSB Germany on the Occassion of World Financial Planning Day
- How Financial Planning Provides Greater Financial Security for a Better Future
- How Financial Planning Provides Greater Financial Security for a Better Future
- FPSB: Introduction to Financial Planning
- The Biggest Mistakes in Wealth Building
- The Biggest Mistakes in Wealth Building – and How to Avoid them with Financial Planning
- Retirement Planning: How Advisors Can Help Clients Avoid the Five Biggest Mistakes
- Introduction to Financial Planning
- Introduction to Financial Planning
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