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Recap of Our Meeting in Lexy: Understanding and Anticipating Pension Reform

Last week, we hosted a session on pension reform at our Lexy offices, bringing together about twenty participants.

A Session Led by Our Wealth Management Advisor

Guided by our wealth management advisor, Ina Doni, participants had the opportunity to:

  • Decode the key aspects of the pension reform, its impacts, and the changes to prepare for.
  • Explore various pension schemes and their fiscal and social implications.
  • Discover solutions to optimize their financial choices and plan more effectively for the future.

A Chance to Meet Our Local Team

Beyond the presentation, this event allowed participants to meet Serge Pagnoncelli, the new director of our Lexy offices. Our partners Lan Nguyen, Anthony Szostok, and Stéphane Rondeau were also present to exchange ideas and answer questions.

Supporting Our Clients with Strategic Topics

At Batt, we are committed to guiding our clients through complex matters by providing tailored and practical solutions. This meeting exemplifies our dedication to making essential and challenging topics more accessible and understandable.

See You Next Year for More Sessions!

We thank all participants for attending and look forward to seeing you at next year’s events focused on your wealth management challenges!