About this session
A holistic financial wellness program that evolves with your organization's needs, delivering targeted content and support across multiple channels.
What your people take away
- Customized learning paths for Swiss employees
- Multilingual support (German, French, Italian, English)
- Progressive curriculum that builds financial competency
- Multi-channel engagement approach
- Real-time program adaptation based on participant feedback
Shared with you
See the full session
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- What each length covers, 30 minutes to full day
- Everything that’s covered, part by part
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What each length covers
30 minutes
30 Minutes — Key Points: Program StructureA focused 30-minute session on the essentials of Program Structure: foundation Phase (Month 1-3), development Phase (Month 4-6) and advanced Phase (Month 7-9).
- Foundation Phase (Month 1-3)
- Development Phase (Month 4-6)
- Advanced Phase (Month 7-9)
Covers Program Structure, in brief.
60 minutes
Covers 1 of 3 parts: Program Structure.
90 minutes
Covers 2 of 3 parts: Program Structure and Key Focus Areas.
3 hours
Covers all 3 parts.
Full day
Covers all 3 parts, in more depth, with more time to practice.
What’s covered
Program Structure
Every lengthFoundation Phase (Month 1-3)
- Individual financial wellness assessments
- Swiss financial system overview
- Three-pillar pension analysis
- Healthcare system navigation
Development Phase (Month 4-6)
- Regular webinars with live Q&A sessions
- Small group coaching and workshops
- Tax optimization strategies
- Investment planning fundamentals
Advanced Phase (Month 7-9)
- Advanced financial planning
- Property investment strategies
- International investment considerations
- Estate planning essentials
Key Focus Areas
90 minutes and longerPension & Social Security
- AHV/AVS optimization
- Occupational pension planning
- Private pension options
- Cross-border considerations
Healthcare & Insurance
- Mandatory health insurance
- Supplementary coverage options
- Accident insurance planning
- Long-term care strategies
Expert Support
3 hours and longerProfessional Guidance
- Certified financial planners
- Cantonal tax specialists
- Legal consultants
- Investment professionals
Ongoing Assistance
- Regular progress reviews
- Digital resource access
- Flexible consultation hours
- Interactive planning tools
How booking works
- Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
- Pick a date. Choose a date at least 14 days ahead, or book now and set the date later. Need it sooner? Email hello@workbliss.ai and we’ll see what we can do.
- Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
- We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.
Questions about Financial Wellness Program: Switzerland
How long is Financial Wellness Program: Switzerland?
Financial Wellness Program: Switzerland runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers the essentials of Program Structure: foundation Phase (Month 1-3), development Phase (Month 4-6) and advanced Phase (Month 7-9). A 60-minute session covers Program Structure in full, with a live Q&A. A 90-minute session adds Key Focus Areas. A 3-hour session adds Expert Support. A full-day session covers everything, in more depth, with more time to practice.
Can Financial Wellness Program: Switzerland be delivered online or in person?
Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.
How do we book Financial Wellness Program: Switzerland?
Create a free Workbliss profile with your work email, then open Financial Wellness Program: Switzerland to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later. Need it sooner? Email hello@workbliss.ai and we’ll see what we can do.
Who leads the session?
A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.
Can it be tailored to our company?
Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.