Managing Wealth in 2026

A highlight of the events calendar, Managing Wealth returns this year in collaboration with LIA and ITI.

🎦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.
  • 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.

  • 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 who want to strengthen their approach to investment decision-making, risk profiling and governance, and deliver better long-term outcomes for clients.

 

Event Speakers

Niall Fitzgerald

Niall Fitzgerald

Head of Retirement Solutions, Zurich Life Assurance plc

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Stephen Gillick

Stephen Gillick

Partner & Head of Pensions, Mason Hayes & Curran LLP

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Kevin McConnell

Kevin McConnell

Chief Executive, Gem Strategic

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Finola O'Hanlon

Finola O'Hanlon

Managing Director, O'Hanlon Tax Limited

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