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 on:
- Tax Implications for Retirees with Foreign Income and Assets – Key considerations for clients returning to Ireland, including foreign income, double taxation, and estate planning risks.
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Auto-Enrolment in Practice: How AE Is Reshaping Ireland’s Retirement & Advice Landscape – Understanding the early impact of AE on employers, employees, and advisers, and how to navigate emerging challenges.
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Investing in the Current Economic Environment – Explore how market volatility is shaping investor behaviour and what it means for retirement planning.
🙋♂️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.