This Tuesday, November 7, Carac, a mutual savings, retirement, and provident fund, is organizing an evening dedicated to wealth transfer. The event will take place at 6:30 PM at Hรดtel Le Negresco.
People often have questions about transferring their wealth. In 2024, wealth management focuses on diversified strategies to address the current challenges: economic uncertainties, market volatility, and new sustainability expectations. In a rapidly changing economic and financial context, Carac will address participants’ various questions. An update will be provided, and the main principles of wealth transfer will be presented. Attendees will have the opportunity to discover wealth solutions tailored to different investors’ profiles.
The event represents an opportunity for Carac to support the association APF France Handicap in the Alpes-Maritimes. On this occasion, the association will highlight the work of its director, Olivier Khouberman.
The evening will open with a guest reception at 6:30 PM. At 7:00 PM, the conference will begin with a question-and-answer session to help participants better understand the issues surrounding wealth transfer. Several Carac personalities will be present during this evening. Pierre Lara, president of Carac, Michel Andignac, general manager, and Malek Bendafi, director of commercial development, will attend the event. The evening will also feature two wealth engineering experts from Carac. Michel Agou, engineering director, and Marie Dumas, wealth engineer, will host the conference and respond to questions from the audience. The presentation will start at 7:00 PM and will be followed by a discussion period. At 8:30 PM, an aperitif cocktail will be offered to close the event in a friendly atmosphere.
Participants will have the opportunity to interact directly with the speakers after the conference.ย
