Managing Wealth in 2023: Plan Well to Live Well

Wednesday 31st of May 2023 @ 08:30 AM

CPD Hours: 3, for attendance for the duration (online and in-person)

€100.00

Venue: Iveagh Garden Hotel and Online

Date: 31st May 2023  |  Time: 8.30am – 11.30am

Theme: Plan Well to Live Well

Speakers: Kevin McConnell (Gem Strategic)  |  Brian Grimes (Intesa Sanpaolo Life)  |  Finola O’Hanlon (O’Hanlon Tax)

 

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Description

Jointly hosted by FPSB Ireland  |  ITI  |  LIA

Brian Grimes will explore challenges faced by individuals in managing their pension funds in retirement, including financial and longevity risks, behavioural issues and impaired capacity as they age and how the advice process can develop to better support individuals through the journey;

Finola O’Hanlon will review tax implications for entrepreneurial clients on retirement including succession planning and capital taxes for business owners on exit; and

Kevin McConnell will provide an update on markets and the current economic environment, considering what we ought to be doing from both client engagement and portfolio management perspectives.

Note:

  • As this event is run jointly with LIA and ITI, in registering, you agree to your name and email address to be shared with all three organisations.
  • In-person places are strictly limited and will be allocated on a first-come, first-served basis.
  • A waiting list will operate for in-person bookings so please let us know if your circumstances change once booked.
  • Further information will be communicated to registered participants by Tuesday 30th May.

Choose whether you will attend online or in-person (Iveagh Garden Hotel, D2) from the dropdown menu below.

If no spaces remain for in-person attendance, please purchase an online ticket and contact us at ei.bspfnull@ofni to be added to the waitlist.