We’re really pleased to be joined by Niall Fitzgerald, Stephen Gillick, Kevin McConnell and Finola O'Hanlon, who will share ideas and practical strategies to help you improve client outcomes. This year’s theme, Confidence Through Change explores the shifting landscape of financial planning - shining a light on both the challenges and new opportunities facing financial planners today.
You can read more about each of the speakers below.
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www.zurichlife.ie
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https://www.linkedin.com/in/niallfitzgerald2
Stephen Gillick, BSc, Solicitor is a Partner and Head of the Pensions team at Mason Hayes & Curran. He has extensive experience advising on a range of pensions-related legal issues including pension scheme establishment and restructuring, and de-risking exercises. Stephen is experienced in drafting and updating pension scheme documentation and advising on pension scheme mergers and reorganisations. He regularly advises on the pension aspects of corporate acquisitions and disposals.
Stephen has extensive experience of advising Trustees and Pension Scheme operators on the impact of cutting-edge legislation such as DORA and GDPR. He also has experience in advising various stakeholders on the likely positive and negative impact of AI on pension schemes in Ireland.
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https://www.mhc.ie/
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https://www.linkedin.com/in/stephen-gillick-267a41
Kevin McConnell is Chief Executive of Gem Strategic, a specialist consultancy to financial institutions. Over a career spanning 30 years in capital markets, Kevin has worked as a strategic adviser to a range of global international institutions in the investment and banking industry, advising on capital, risk and strategy. He advises both European and North American financial institutions developing and testing capital resilience across ranges of economic and capital market scenarios/outcomes. Kevin also sits on the investment committee/board of a number of European financial institutions, in an active oversight role in investment strategy. He was, until recently, a member of the Advisory Committee of the Certified Investment Fund Director Institute and is a Senior Associate of Faculty, Institute of Banking Executive Education. Kevin is a Teaching Fellow in Wealth Management on the Masters in Finance, Trinity College Dublin and has lectured on Bank Capital & Risk in Cambridge University.
Finola O'Hanlon, BCL, Solicitor, FITI Chartered Tax Adviser, Trust and Estate Practitioner (TEP) specialises in the area of wealth management and advises on all taxes associated with retaining and passing wealth. This includes advising on the tax efficient structuring of Wills and lifetime transfers of wealth to the next generation. As a tax solicitor she also provides advice on tax issues arising for conveyancers, and provides a support service to accountants and lawyers. Before specialising in tax Finola worked as a solicitor, in general practice and with the Law Society.
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https://www.ohanlontax.ie/
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https://www.linkedin.com/in/finola-o-hanlon-2ba994
