2026 Webinar Series

This webinar will draw on both academic insight and practical experience, with Colin Slabach exploring sustainable withdrawal strategies and how to manage longevity and sequence of returns risk.

He will also look at retirement planning in an Irish context, drawing on how the US market has evolved over the past 20 years to better engage consumers in investing for retirement, both personally and through pensions.

Zurich will examine the latest developments and key trends in the pensions market. Practical case studies will highlight relevant technical planning opportunities and strategies for CFP professionals.

Year End Tax Strategies - Key Considerations for Financial Planners

Úna will review the principal tax developments affecting financial planning, including the continuing implications of the Finance Act 2026, and consider the key issues to keep in mind when advising clients for 2027.