Group course · Live learning series

Setting up ETF savings plans properly

Four live sessions in which you build your own, comprehensible savings-plan process – from goals through ETF selection to acting in falling markets.

Sessions 4 × 75 Min.
Start 13.10.2026
Total price 500 €
Language of instruction German

Live via Zoom · No recording · Tax examples relate to Germany · No investment or tax advice

Language of instruction for this course series: German. The course itself is not permanently tied to one language – future runs may be held in other languages. No dates have been set for those yet.

Who it's for

For anyone who wants to take long-term investing into their own hands

  • You want to genuinely understand long-term investing with ETFs – not just copy someone.
  • You want your own, comprehensible savings-plan process instead of gut decisions.
  • You already have a savings plan but are unsure about structure, costs or taxes.
  • Parents are explicitly welcome, but parenthood is not a requirement.

What you end up with

  • An orientation sheet for your own decisions
  • An ETF comparison checklist
  • A checklist for setup and documentation
  • A worksheet for your plan in weak market phases
The dates

Four confirmed dates in October and November 2026

Each session runs 18:00–19:15 German time (Europe/Berlin), which is 19:00–20:15 in Athens. The clock change at the end of October falls inside the series – the German local time stays the same for all four sessions.

  1. 1
    Tuesday, 13 October 2026 18:00–19:15 German time (Europe/Berlin)
  2. 2
    Tuesday, 20 October 2026 18:00–19:15 German time (Europe/Berlin)
  3. 3
    Tuesday, 27 October 2026 18:00–19:15 German time (Europe/Berlin)
  4. 4
    Tuesday, 3 November 2026 18:00–19:15 German time (Europe/Berlin)
Dates as a calendar file (.ics)
Content

What happens across the four sessions

01

Goals, savings rate and long-term wealth building

  • Your financial starting point and cash reserve
  • Goals, time horizon and a realistic savings rate
  • Compounding, savings plan versus lump-sum investing
  • Putting market risk and volatility in perspective

Outcome: a clear orientation sheet for your further decisions.

02

Understanding ETFs and comparing portfolio structures

  • Indices, diversification, costs and distribution types
  • Selection criteria for ETFs
  • One-ETF and two-ETF models as clear comparison cases
  • More complex structures as a compact deep dive – with effort and risks
  • Gold and bitcoin products and my own wikifolio clearly separated from ETFs

Outcome: an ETF comparison checklist and an overview of the effort and risks of different structures.

Transparency note: gold, bitcoin and a wikifolio are not mandatory parts of a savings plan. I have an economic interest in my own wikifolio, so it is explicitly not treated as a neutral default building block of this course.

03

Brokers, setup and German tax basics

  • Comparing brokers: costs, availability, security features
  • Technical savings-plan parameters using sample cases
  • Basic German tax concepts
  • The difference between German and foreign brokers

Outcome: a checklist for setup and documentation.

The tax examples in this run relate to Germany. No personal tax advice and no individual product selection takes place.

04

When markets fall: spotting opportunities and acting on plan

My additional strategy for exceptional market phases: you learn how I plan additional investments systematically while keeping budget and risk in view.

  • Dealing with sharp market drops
  • Reviewing your own savings plan
  • Rebalancing
  • Adjusting to new life circumstances

Outcome: a worksheet for your own, comprehensible action plan.

The concrete ruleset behind this additional strategy is participant material and is taught in the course. No excess return is promised and no risk-free advantage is claimed.

How a session runs

  1. Live via Zoom – 75 minutes per session, four sessions in total.
  2. 60 minutes of teaching – structured, with examples and worksheets.
  3. 15 minutes of questions – bundled at the end of each session.
  4. No recording – the sessions are not recorded.

Included – and not included

  • Four live sessions with a Q&A round
  • Worksheets and checklists as participant material
  • No recording
  • No unlimited personal aftercare
  • No individual portfolio review
  • No investment, tax or legal advice
  • No software development
Price
500 €

Total price per person for all four sessions · VAT exempt

The series is booked as a whole. Individual sessions cannot be booked separately.

Register now
Optional & separate

Technical setup check · €99 / 30 minutes

Technical support after you have made your own decisions: 30 minutes of screen share for the setup. This is not individual investment or tax advice and not a product recommendation. The setup check is not part of the course price and can be added directly during registration (€599 in total).

FAQ

Which language is the course taught in?

This course series in October and November 2026 is taught in German. The course itself is not permanently limited to German – but no dates have been set yet for runs in other languages.

Do I need prior knowledge?

No. The course is aimed at adults who want to understand long-term wealth building with ETFs and develop their own process. We start from your situation and build up from there.

Is the course only for parents?

No. Parents are explicitly welcome, but parenthood is not a requirement. There is a separate workshop for the format focused specifically on children's portfolios.

Is there a recording?

No. As in my previous live formats, sessions are not recorded. You receive the worksheets and checklists as participant material.

Can I book individual sessions?

No. The four sessions build on each other and are booked as a series.

Which country do the tax examples apply to?

The tax examples in this run relate to Germany. They do not replace personal tax advice.

Is this investment advice?

No. The course is an educational offering. There is no individual product selection and no investment or tax advice. Your investment decisions remain your own.

How does registration work?

You register bindingly via the form. I confirm your place by e-mail and send the payment details – this concludes the contract. Your place is secured once payment has arrived. No payment is taken in the form itself.

Can I withdraw from my registration?

As a consumer you have a statutory right of withdrawal of 14 days from conclusion of the contract. As the course often starts before that period ends, the registration form asks you to expressly confirm that performance should begin earlier. If you withdraw while the course is running, you owe compensation for the sessions already held. Details in the right of withdrawal.

Registration

Register for the ETF savings plan group course

  • Dates13 Oct · 20 Oct · 27 Oct · 3 Nov 2026
  • Time18:00–19:15 (Europe/Berlin)
  • Language of instructionGerman
  • Total price€500 per person
  • Cancellationfree up to 7 days before the start
  • FormatLive via Zoom

Submitting the form is a binding registration. You receive an e-mail confirming your place together with the payment details – this concludes the contract. Your place is secured once payment has arrived; no payment is taken in the form. Cancellation: free of charge up to 7 calendar days before the start, 6–3 days 50%, under 72 hours or no-show 100%. You may nominate a replacement participant free of charge at any time. You are not signed up to any newsletter automatically. Our T&Cs, right of withdrawal and privacy policy apply.

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This course is an educational offering and does not constitute investment, tax or legal advice. No specific investment results, returns or excess returns are promised. Investing in securities involves risk, including loss of the capital invested. The tax examples in this run relate to Germany and do not replace tax advice. Your own investment decisions remain your responsibility.