Financial planning & wealth tax after the election: expert tips from Lisa Hassenzahl
In a webinar at CapTrader, financial planner Lisa Hassenzahl from YPOS talks about the wealth tax as a concrete reason for financial planning, especially with regard to the upcoming changes in the German federal elections. Ms. Hassenzahl shows the networking of various financial planning options as the key to success for asset accumulation and tax savings and specifically addresses certain of these options.
Contents of the video include
00:00:00 Greetings & Introduction
00:02:46 What is financial planning?
Current Mood (Post-Election) & Topics
00:14:05 How not to proceed
00:19:34 How to properly & strategically plan your finances
00:27:14 Usufruct - A Classic
00:33:39 Insurance structures as an underestimated vehicle
00:37:46 Family company / family pool
00:42:59 Networking as a success factor
00:43:22 Questions
00:59:19 Farewell & Disclaimer
Further links:
Live account with CapTrader: https://bit.ly/31EqOfE
Demo account with CapTrader: https://bit.ly/3fxv8Fx
Newsletter: https://bit.ly/31Ap3h8
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All dates at CapTrader: https://bit.ly/39BKTHw
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