Multi Webinar Bundle

120.00

Select all available events and pay €120 in total.  Note dates are provisional and subject to change.  Speakers topics and dates/times will be updated once confirmed.

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

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Webinar Series 2: Retirement Planning

Date: Thursday, 24th March 2022, 8am - 9am

Speaker: Jim Connolly

Topic: Retirement Planning - The Prognosis for Pensions

CPD: 1 hour for live attendance

Registered participants will receive an email with a link to access the webinar by COB Wednesday 23rd March.

 

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Webinar Series 3: Investment Advice Issues

Date: Thursday, 28th April 2022, 8am - 9am

Speaker: Paul McCarville, Clarus Investment Solutions

Topic: Investment Advice Issues

Paul will look at some of the issues financial planners should be considering, to ensure their investment advice is robust enough. He will cover topics ranging from the use of risk profiling tools and representing risk, to return assumptions and calculators. He will also share his insights and perspectives on bringing sustainability into the investment picture and the depletion of ARFs.

CPD: 1 hour for live attendance

Registered participants will receive an email with a link to access the webinar by COB Wednesday 27th April.

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Webinar Series 4: Are you playing Russian Roulette with your clients’ finances?

Date: Thursday 22nd September 2022, 8am - 9am

Speaker: Gary Connolly

Topic: Are you playing Russian Roulette with your clients’ finances?

In financial markets expected value calculations are used as the basis for decision making, and deviations from these are considered to be ‘irrational’. What if much of what classical finance says about decision making is based on a flawed premise? Gary will talk about Nassim Taleb’s concept of ergodicity. How that applies to, and what implications there are for, finance and investing. He will also talk about behavioural finance, diversification, position sizing and passive investing.

CPD: 1 hour for live attendance

Registered participants will receive an email with a link to access the webinar by COB Wednesday 21st September.

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Webinar Series 5: Future Trends in Housing Tenure and the Adequacy of Retirement Income

Date: Thursday 20th October 2022, 8am - 9am

Speaker: Conor O'Toole, ESRI

Topic: Future Trends in Housing Tenure and the Adequacy of Retirement Income

CPD: 1 hour for live attendance

Registered participants will receive an email with a link to access the webinar by COB Wednesday 19th October.

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Webinar Series 6: Tax Planning Opportunities

Date: Thursday 15th December 2022, 9am - 10am

Speaker: TBC

Topic: Tax Planning Opportunities

CPD: 1 hour for live attendance

Registered participants will receive an email with a link to access the webinar by COB Wednesday 14th December.

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