Invest Once, Learn all Year
We’re really pleased to be joined by Paul McCarville, Dr. Paul Moran, Paul Coady, Colin Slabach and Úna Ryan who will each lead individual sessions focused on different aspects of financial planning and share their perspectives.
You can read more about each of the speakers below. We’ll be confirming the speaker for the fifth event shortly.





Partner, Clarus Investment Solutions
Paul McCarville is a Chartered Accountant and QFA with almost 40 years’ senior experience in asset management. He has held senior leadership roles with Ulster Bank Investment Managers, New Ireland Investment Managers, and as a founding principal and Director of Setanta Asset Management, where he led client services and marketing and played a key role in product development and international growth.
In 1987, he co-founded Clarus Investment Solutions, where he provides investment consulting services with particular expertise in investment processes and investor risk profiling. He has published widely, spoken at major industry conferences, and is also a Director of Verus Advisory Limited, specialising in fiduciary management oversight.

Founder & CEO, ComplianceLnD
Paul Coady is an international expert in business ethics, compliance, and financial crime. He has worked in Dublin, London, and New York, and led teams and programmes all over the world. His previous roles include Business Ethics, Policies & Training Manager for AIB Bank, Group Head of Compliance Policy & Learning for Barclays, and Global Head of Financial Crime Risk Education & Culture for Deutsche Bank.
Paul is also a regular speaker and thought leader on the relationship between ethics and compliance and is a member of the Compliance Institute’s Ethics Committee.
:
https://compliancelnd.com/
:
https://www.linkedin.com/in/paul-coady-16ba5930/

Clinical Assistant Professor, New York University
With extensive experience in financial education and program development, Slabach has played a key role in advancing financial planning curricula both in the United States and abroad. He is deeply committed to fostering diversity in the profession and preparing the next generation of financial planners to engage with clients in a global, cross-cultural context.
In addition to his academic work, Slabach serves on the advisory board of the fintech company Tolerisk, on the Texas Tech University Alumni Advisory Board and is a board director at FPSB Ltd.
:
https://www.linkedin.com/in/colin-slabach/
Webinar 4: Decumulation Research and the American Retirement Planning Landscape Thursday 17 September 2026 @ 9:00 AM

Tax Partner, Grant Thornton
Úna is a tax partner at Grant Thornton, having joined the firm in 2008. She specialises in tax structuring, including mergers, group rationalisation, debt and equity financing, share schemes, and pre-sale restructuring. Her expertise also extends to buy-side and sell-side due diligence.
Úna has extensive experience with estates and trusts for high-net-worth individuals, providing guidance on residency planning, estate planning, cross-border estate tax issues, offshore trusts, and anti-avoidance provisions.
Webinar 6: Year End Tax Strategies - Key Considerations for Financial Planners Thursday 10 December 2026 @ 9:00 AM
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