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5 No-Fuss Steps to Start Investing as an Expat in Switzerland 🇨🇭
—Turn your Swiss salary into passive income
8pm, 31 Oct | Free live webinar for expats in Switzerland
by Charlene Cong: ex-JPMorgan professional who retires from corporate in her 30s and lives on investment income.
FREE Masterclass
Thur Oct 31
- 8pm Thursday 31 Oct 2024 • Zurich Time
- Hosted by: Charlene H. Cong, CFA - Founder of V.I.S.I.O.N Investment Course, Executive Board of Swiss Capital Market Association, Ex-JPMorgan investor, World Traveler, and Fitness and Boxing Lover
Welcome To
My Free Masterclass
This free webinar is designed to empower you with a step-by-step guide on how to go from zero to fully invested in just a few weeks. Learn how to generate passive income, beat inflation, and retire earlier, so you can live the life you’ve always dreamed of.
In This FREE Webinar, I’ll Walk You Through
How to turn your Swiss salary into passive income – practical steps to start building wealth and financial freedom.
The top 3 financial mistakes expats in Switzerland make – and how you can avoid them to stay ahead.
Share how I retired in 30s and grew a 7-figure stock portfolio starting with $500 📈 and how you can do!
Simple tax strategies to save thousands – unlock insider tips to reduce your Swiss tax burden as an expat.
Meet Your Investment Coach Charlene Cong, CFA
- I retired in my 30s and now live off my investments, enjoying the freedom to work and travel—currently based in Switzerland! I spent a decade serving multi-millionaires at top firms like JPMorgan.
- But after 10 years of making the rich richer, I began to question if this truly aligned with my purpose.
- Today, I manage a personal stock portfolio worth over $1 million. My goal has always been financial independence. Now, I’m focused on helping others achieve the same freedom.
- If you think I was born into wealth, you’re wrong. I grew up in a small town in China (near North Korea), where the average income is just $300 a month. I studied Chinese literature, nothing related to finance.
- Now, I’m here to share the system that I’ve learned over the past 10 years in a 1-hour webinar to help you achieve your financial independence!
Limited Spots Available
This webinar is free, but space is limited. Don’t miss out on this opportunity to learn how to take control of your financial future. Reserve your spot today and start your journey toward financial independence.
Why should you attend?
Overcome Overwhelm
If you've spent hours trying to figure out how to start investing, this webinar will simplify the process and make it easy to understand.
Clear, Actionable Roadmap
Get a step-by-step guide to achieving financial freedom, tailored to where you’re starting from.
Learn from Real Industry Experience
Avoid scams and misinformation by learning from someone with proven results and real-world experience in the investment finance industry.
10 Years in 1 Hour
Benefit from my decade of investment experience and expertise condensed into a powerful, one-hour session. You can find it nowhere else!
"The best investment you can make is in yourself.
The more you learn, the more you earn."
—Warren Buffett
Who is this webinar for?
- Working Professionals, University students, Contractors, Freelancers, and Entrepreneurs: You know you should be investing, but you're unsure where to start or feel scared about taking the first step.
- Beginner Investors: You’ve made some investments, but you’re confused and uncertain if you’ve made the right choices or if you’re on the right track.
- Debt Holders: You have some debt, but you’re determined to tackle it and start investing simultaneously to secure your financial future.
- Passive Income Seekers: You want to build passive income streams to live the life you deserve without having to be extremely frugal.
- Expats and Digital Nomads: You live a flexible lifestyle, moving between countries, and want to understand how to invest wisely while navigating different financial systems and maintaining your financial stability wherever you are.
Who is this webinar NOT for?
- Get-Rich-Quick Seekers: If you’re looking for a magic formula to get rich overnight, this course isn’t for you. Investing is about building wealth steadily and securely over time.
- Day Traders: If you’re interested in day trading or flipping stocks for quick gains, this course isn’t focused on that. We distinguish between trading and investing, and our approach is about long-term growth.
- Those Unwilling to Learn: We’re here to empower you with knowledge, not shortcuts.
- Already Established Investors: If you’ve been investing successfully for years and are looking for advanced strategies, such as derivatives, hedge funds, this beginner-focused course might not meet your needs.
- High-Net-Worth Individuals Seeking Private Markets: If your net worth is over $3 million and you're focused on private market investments like venture capital or private equity, this beginner course isn’t for you.
What others said?
#1 Bonus for Attendees
- Free Gift: 10 free one-on- one 30min financial health check spots with Charlene and her team.
#2 Bonus for Attendees
- Free Gift: All webinar attendees will receive a digital book on 60 financial terms explained in everyday English.
Limited Spots Available
This webinar is free, but space is limited. Don’t miss out on this opportunity to learn how to take control of your financial future. Reserve your spot today and start your journey toward financial independence.
We've Got The Answers !
Absolutely! Whether you're just starting out or looking to refine your strategy, this webinar will provide valuable insights to help you move forward with confidence.
We highly encourage you to join it live since we like to make it personal and exclusive. However, if you can't join live. We will later send you with a replay link. The replay will be valid for 48 hours only.
Yes, there will be a live Q&A session at the end of the webinar where you can get your questions answered directly by Charlene.
This webinar is based on real-world experience and proven strategies from over a decade in the finance industry. I’ll be teaching you methods that have worked for me and many others, with a focus on sustainable, long-term growth—not quick fixes.
You will have access to additional resources and opportunities to ask questions during the webinar.
The principles taught in this webinar are universal and can be applied no matter where you live—whether you’re in Europe, Asia, the US, or anywhere else. Having lived for a long time in both Asia (Mainland China and Hong Kong) and Europe (Switzerland), I bring insights that might feel especially relatable if you’re from these two regions. But no matter where you are, you’ll find the content relevant and actionable.
This webinar isn’t just theoretical—it’s based on real results and practical steps I’ve taken in my own journey. You’ll learn from my personal experiences, including what worked, what didn’t, and how you can apply these lessons to your own financial journey.
The best time to start investing was yesterday, but the second-best time is now. Don’t let fear or uncertainty hold you back. Join us for this free webinar and take the first step toward a life of financial freedom and independence.
"I was completely new to investing and felt overwhelmed by the complexities. Charlene's course broke down the steps in a way that was easy to understand and apply. Now, I have a solid investment plan and I really believe I’m on my way to financial freedom."
James T Sales Manager in Healthcare