2026 Webinar Series

The talk will explore a range of issues which impact on investment recommendations. Drawing on deep expertise in investment markets and of advice processes, the session will offer practical advice on how to improve long-term outcomes

Discover how AI is reshaping the financial advice landscape and why the most meaningful elements of financial planning remain firmly human. This session equips financial planners with clear insights into the strengths and limits of AI, the behavioural realities that influence client decision‑making, and the enduring value of goals‑based planning.

This session, delivered in partnership with the Compliance Institute's Ethics Committee, explores what professional conduct and ethical decision-making look like in real life for CFP professionals. Using practical scenarios and insights from an ethics committee perspective, the webinar will demonstrate how the FPSB Code of Ethics and Professional Responsibility applies to everyday interactions.

It will also outline what the updated CPC means for financial planners in 2026 and how ethical principles align with emerging regulatory expectations. The focus is on making ethics tangible, relatable, and directly connected to high-quality financial planning practice. 

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.