Use the tabs above to explore the Managing Wealth in 2026 event in more detail, including the speakers and aganda.
🎦Format
This in-person event at the Camden Court Hotel, Dublin 2, with a live-streaming option, will provide valuable insights into financial planning, investment strategies, and market trends. It’s also a great opportunity to connect and network with peers.
📝What will we cover?
You’ll hear from top industry experts, including Niall Fitzgerald (Zurich Life Assurance plc), Stephen Gillick (Mason Hayes & Curran LLP), Kevin McConnell (Gem Strategic) and Finola O’Hanlon (O'Hanlon Tax Limited), as they share ideas and practical strategies to help you:
- Adapt financial plans to evolving family structures - understand how shifting family dynamics and tax considerations are reshaping the way we plan.
- Incorporate behavioural finance into your process - identify client biases, enhance engagement, and draw inspiration from Australia’s retirement model.
- Navigate market uncertainty with confidence - learn how to help clients manage volatility and shift their strategies to meet changing expectations.
🙋♂️Who should attend?
CFP® professionals, financial advisers and tax practitioners who want to strengthen their approach to investment decision-making, risk profiling and governance, and deliver better long-term outcomes for clients.