Managing Wealth in 2022 and Beyond

100.00

Date: Thursday, 2nd June, 8.30am – 11.30am

Speakers: Kevin McConnell, James Skehan, Lisa Cantillon

One of the key challenges we face as financial planners is dealing with the uncertainties around forecasts and assumptions in the planning process, the current environment being particularly testing. James Skehan will examine how recent changes will impact clients’ retirement planning; Lisa Cantillon will discuss tax issues for high net worth individuals and Kevin McConnell will consider the outlook for the economy, inflation and investment. (More details below)

This event will take place in-person in the Radisson Blu Golden Lane, Dublin 8 and will also be live streamed for those who prefer the comfort of their own desk.

CPD: 3 hours for live attendance (in-person or online)

Clear
SKU: N/A Category:

Description

At this year’s Managing Wealth event our expert speakers will take you through the three most relevant pillars of managing wealth in the context of current challenges and opportunities.

The event will be chaired by Emer Kirk, CEO, Financial Planning Standards Board Ireland and will include a Q&A session with each speaker after their presentation.

Speaker 1: James Skehan, Independent Professional Trustee

Pensions Advice in 2022 – Simplification vs Complication
• Changes to State Pension Age and qualification process
• IORPII impact on One Member Arrangements and Group Schemes
• Master Trusts / Pensions Authority Strategy
• Sustainable Investment Regulations
• Finance Act 2021
• Pan European Pensions
• Launch of Auto Enrolment

Speaker 2: Lisa Cantillon, KTA

Tax Issues for High Net Worth Clients – Recent Trends
• Irish nationals returning from abroad
• Foreign nationals moving to Ireland with weird and wonderful foreign assets
• Topical wealth and estate planning trends

Speaker 3: Kevin McConnell, Gem Strategic

Investment in the Current Economic Environment
• What we ought to be doing from both client engagement and portfolio management perspectives in these uncertain times

Speaker Biographies

James Skehan FIIPM QPT PTP has more than 45 years of pensions industry experience under his belt. He was Head of Pensions with New Ireland Assurance for 20 years. He also headed up General Investment Trust, the trustee subsidiary company of New Ireland, for more than a decade. James currently acts as an independent professional trustee and advises employers and trustees on pension matters.

Lisa Cantillon is a Director with KTA. She is a Chartered Tax Adviser (CTA) and has particular expertise in the expatriate area, advising individuals moving to and out of Ireland and related international pension and social security issues for mobile workers. Lisa also specialises in estate tax planning for gift and inheritance tax for high net worth individuals and their families. Lisa is also a contributor to the Chartered Tax Adviser (CTA) education programme and continues to lecture and speak extensively.

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.

 

Important information regarding your booking:

As this is a joint event run in association with ITI & LIA, your data (name & email address) may be shared with these institutions solely for CPD record purposes. In making your booking you consent to this taking place.

The in-person event will be run in line with prevailing government advice at the time with respect to Covid-19, and subject to demand. FPSB Ireland reserve the right to transfer in-person tickets to the online option in the instance that the in-person event cannot proceed.

In-person tickets are available on a first-come, first-served basis up to a maximum limit and subject to payment in full.

Once purchased, tickets are non-refundable and non-transferable.

Those who purchase online tickets will receive an email with a link to access the event online by COB the day prior to the event.