3 x 1hr Webinar Bundle

From: 75.00

Select any 3 1-hr events and pay €75 instead of €90.  Note dates are provisional and subject to change.  Speakers and dates/times will be updated once confirmed.

Event registrations are non-refundable and non-transferable once booked.

Category:
Product Quantity

Brandon Zietsman Investment Webinar

Thursday, 30th September 2021, 8am - 9am

Brandon will speak to the importance of a coherent, integrated view of risk in determining a client’s risk tolerance and recommending suitable portfolios.  He will discuss the roles of both software tools and a risk-based portfolio construction approach to avoid systematically flawed recommendations.

Brandon is CEO of PortfolioMetrix, an independent investment management firm operating in the United Kingdom, Republic of Ireland and South Africa. He previously headed up the Investment and Product Office at Absa Wealth (Barclays Africa) and before that was CEO of RMB Unit Trusts. He cut his teeth in derivatives, structured products and quantitative research. Brandon now heads up PortfolioMetrix’s global investment team and specialises in portfolio optimisation, asset allocation and risk management.

CPD: 1 hour for live attendance

Registered participants will receive an email with a link to access the webinar by COB Wednesday 29th September.

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Webinar Series: Managing Ageing & Vulnerable Clients - Dec 2021

Speaker: Gillian Kelly, KPMG
Date: Thursday 9th December, 9am - 10am

Firms should be familiar with the circumstances of their customers and be able to identify actual or potential vulnerability characteristics. Establishing a Vulnerable Customer Framework will enable firms to do this and consider the treatment of these customer across their business.

Gillian Kelly and her colleagues, who specialise in conduct risk and consumer protection in KPMG, will discuss the importance of identifying vulnerability characteristics, embedding a Vulnerable Customer Framework in your business and upcoming regulatory focus areas.

CPD: 1 hour for live attendance

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Webinar Series: Managing Ageing & Vulnerable Clients - Oct 2021

Speakers: Aidan McLoughlin & Jeremy Mitchell, Independent Trustee Limited
Date: Thursday 21st October 2021, 8am - 9am

Managing ageing and vulnerable clients requires advisers both to exercise their usual professional skills and to understand the issues that arise with, and rules that apply to, such clients. There are profession-specific guidelines, but there is also an area of law and practice that is particularly relevant to these clients – trusts.

Aidan McLoughlin and Jeremy Mitchell from Independent Trustee Limited will review how trusts can assist with elderly clients, those with disabilities and people who have suffered personal injuries or are minors or are unable to manage their affairs for other reasons. They will take you through case studies arising from their own experience as trustees and will explain how such trusts are established, how they work, what the trustee does, who is involved and, in particular, the role of the financial planner.

CPD: 1 hour for live attendance

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Tax Planning - Cases of Interest

Speaker Amanda Jayne Comyn – Thursday, 29th July 2021, 8am - 9am

A discussion on the following recent Tax Planning Case Studies:

A family company where parents are seeking to retire and pass the company to next generation.  Case study reviews the various options available depending on the preferred outcome with a review of reliefs and practical issues relating to securing relief.

A holding company of a trading company where it is one of many shareholders.  Case study highlights technical issues relating to availability of reliefs for shareholders of holding company, exiting parents, and getting wealth to next generation.

A trading company sale where the introduction of management team by existing share transfers.  Case study highlights issues with the application of reliefs together with the operation of various tax rules on the identification of the order of share sales.

CPD: 1 hour for live attendance

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