Save €15 with a 3-event bundle for €75 or enjoy our best value and save €60 with a 6-event bundle for only €120.
🎦 Format
Online events hosted on Zoom. Access details will be sent to registered participants the day before each session for your selected events.
📝 What will we cover?
Webinars 4: 17th September, 9am. This webinar with Colin Slabach, CFP will explore 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.
🙋♂️ Who should attend?
CFP professionals looking to enhance their knowledge across pensions, investments, tax, and professional standards, and to strengthen the delivery of holistic, well-governed financial planning advice for better client outcomes.




Founder & CEO, ComplianceLnD
Paul has over 25 years of experience as a risk, compliance, anti-financial crime practitioner with particular focus on organisatonal and employee behaviour. He has held senior industry roles that include Business Ethics, Policies & Training Manager for AIB Bank, Global Chief Compliance Officer (CCO) for DBRS, Group Head of Compliance Policy & Learning for Barclays, and Global Head of Financial Crime Risk Education & Culture for Deutsche Bank.
Paul has worked in Dublin, London, and New York and led teams and regulatory transformation across the UK, US, EMEA, APAC and Africa. He is also an international speaker and thought leader and holds an MSc. in Education & Training Management from Dublin City University (DCU) and is a Certified Anti-Money Laundering Specialist (CAMS) and a Licentiate of the Compliance Institute of Ireland (LCI).
:
https://compliancelnd.com/
:
https://www.linkedin.com/in/paul-coady-16ba5930/
Webinar 3: Professional Conduct in Practice: Ethics, Standards & CPC for CFP® Professionals Thursday @ 8:00 AM

Partner, Clarus Investment Solutions
Paul McCarville is a Chartered Accountant and QFA with almost 40 years’ senior experience in asset management. He has held senior leadership roles with Ulster Bank Investment Managers, New Ireland Investment Managers, and as a founding principal and Director of Setanta Asset Management, where he led client services and marketing and played a key role in product development and international growth.
In 1987, he co-founded Clarus Investment Solutions, where he provides investment consulting services with particular expertise in investment processes and investor risk profiling. He has published widely, spoken at major industry conferences, and is also a Director of Verus Advisory Limited, specialising in fiduciary management oversight.
Webinar 1: Truths, Reflections and Opinions Thursday @ 8:00 AM
Webinar 2: AI’s Challenge to Financial Advice: Why Goals-Based Planning Is Still Human Thursday @ 8:00 AM

Clinical Assistant Professor, New York University
Colin Slabach, Ph.D., CFP, is a Clinical Assistant Professor at New York University, where he teaches and develops programs in financial planning. He previously served as Professor of Retirement at The American College of Financial Services and as Assistant Director at the Centre for Retirement Income.
With extensive experience in financial education and program development, Slabach has played a key role in advancing financial planning curricula both in the United States and abroad. He is deeply committed to fostering diversity in the profession and preparing the next generation of financial planners to engage with clients in a global, cross-cultural context.
In addition to his academic work, Slabach serves on the advisory board of the fintech company Tolerisk, on the Texas Tech University Alumni Advisory Board and is a board director at FPSB Ltd.
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