CFP Annual Conference 2020

75.00

We are delighted to confirm details of our Annual Conference for CERTIFIED FINANCIAL PLANNERS™ taking place on Friday 27th November at 8am via live stream.  Tune in from the comfort of your home/office to gain valuable insights on a number of highly relevant key topics, detailed below.  CFP® professionals will also have the opportunity to pose questions which may help you when dealing with clients.

Time: 8am – 11am
CPD: 3 Hours for live attendance

Speakers:

Amanda-Jayne Comyn, Doyle Keaney Tax Advisors will deliver some practical case studies that explore the many challenges in shaping a good Succession Plan, including pitfalls to avoid in order to avail of the various reliefs available to mitigate Capital Acquisitions Tax.

Kevin McConnell, Gem Strategic will provide his thoughts on investment in the current economic environment.  He will highlight current trends, share views on asset valuations and wealth preservation strategy and draw conclusions on what we ought to be doing from both client engagement and portfolio management perspectives in the current climate.

Note:

  • if you are booking for more than one person, please adjust the quantity, and make sure to list all attendees’ names when completing payment.
  • registered participants will receive an email with details of how to tune in on Thursday, 26th November.
  • if you have any questions you would like us to pose to the speakers on the day, please email these to info@fpsb.ie
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