Events and Seminars

Are you a resident in France looking for solid pointers on managing your finances?

Anne Gardini invites you to our regular financial meetings held in various locations covering the Dordogne, Lot and Lot et Garonne departments.

Anne has worked for various banks and financial institutions in Hong Kong, the UK and France, and has been appointed by the Bordeaux Court of Appeal as a legal expert in tax and financial matters.

As a result she is well aware of the pitfalls and uncertainties you may be faced with. Our seminars are intended to avoid the pitfalls and dissipate the uncertainties:

With our experts and partners we will covers topics including:

  • Macroeconomic trends and their implications
  • Investment strategies
  • Tax: how it works
  • Navigating the French regulatory environment
  • Estate planning and inheritance issues

Come, and meet our team and experts over a few drinks and nibbles.

Are you a resident in France looking for solid pointers on managing your finances?

Anne Gardini invites you to our regular financial meetings held in various locations covering the Dordogne, Lot and Lot et Garonne departments.

Anne has worked for various banks and financial institutions in Hong Kong, the UK and France, and has been appointed by the Bordeaux Court of Appeal as a legal expert in tax and financial matters.

As a result she is well aware of the pitfalls and uncertainties you may be faced with. Our seminars are intended to avoid the pitfalls and dissipate the uncertainties:

With our experts and partners we will covers topics including:

  • Macroeconomic trends and their implications
  • Investment strategies
  • Tax: how it works
  • Navigating the French regulatory environment
  • Estate planning and inheritance issues

Come, and meet our team and experts over a few drinks and nibbles.

Venues & Program

Wednesday 28th November at 17h00 (5pm)
Bière de la Bastide
10 -12 rue saint André
24540 MONPAZIER
Venue website 

Thursday 29th November 2018 at 17 h00 (5 pm)
L’Atelier
66, Tour de Ville
24560 ISSIGEAC
Venue website

5:00 pm start followed by a buffet at 6:30 pm

We will discuss :

2019 INVESTMENT OUTLOOK
by Ugo Domange, Fixed Income Product Specialist at E. de Rothshild Asset Management

BREXIT AND ITS IMPLICATION ON £/€ EXCHANGE RATE
by Jean-Marc PONT Senior Investment Specialist at Generali Investment Services

ASSURANCE VIE : FLEXIBLE, TAX EFFICIENT, THE LINCHPIN
TO PROTECTING ONE’S MONEY AS A FRENCH RESIDENT

by Anne GARDINI from Generali Sud-Ouest Assurances

To join us, you can:

Call Sophia Bruckner in Monpazier : 05 53 73 97 29

Fill in the registration form below the subscribe tab

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Contact Sophia Bruckner in Monpazier

mapIf you need a quote, assistance or advice about your insurance, please contact Sophia Bruckner at our Monpazier office.

She will be able to help you in English and answer any questions you may have.

+33(0) 553 739 729

monpazier@agence.generali.fr