Wealth management workshop - Secure your financial independence

By the ESCP Foundation & MAGDAE

Secure your personal financial independence and start your philanthropic journey!

The ESCP Foundation is pleased to invite you to a friendly breakfast to discover the steps to financial independence and philanthropy, enriched by best practices and feedback. The workshop will take place in the presence of two alumni and experts from MAGDAE, a wealth management consultancy firm.

PROGRAM

Welcome over coffee

1. Presentation of school news, strategic projects and international rankings

2. Presentation of FAST: Foundation - Association - School Triangle, and its action in favor of the positive dynamics of ESCP Business School

3. MAGDAE workshop

How can you calculate your lifestyle quickly and accurately?

Don't confuse living wage with real lifestyle
Comparing two methods: bottom up / top down
Case studies

How do you quantify the assets you need to support your lifestyle?

North face: without retirement income
The south face: with retirement income under the current plan (before foreseeable reforms)
Numerical case study

Planning your philanthropic approach

Integrating your donation into overall asset management
Estimating your capacity to donate
Tax provisions relating to donations

Best practices in wealth management :

Asset management
Liability management
Tax concepts to integrate

If you are not available in Paris on November 19, we are organizing the same workshop in virtual format, which you can follow remotely, on Thursday November 21 from 9 to 10:30 am. Register here to take part.

We hope to see many of you there!