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Financial Planning & Tax Considerations: A Case Study Approach

 

Date: 27th April 2023  Time: 8am - 9am

Speaker: Catriona Coady, Goodbody

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Assisted Decision Making Capacity Legislation, a CFP® Professional's Perspective

 

Date: Thursday 28th September 2023  |  Time: 8am - 9am  |  Speaker:  John Gill, Matheson

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Webinar 5 - Investment Issues

 

Date: Thursday 26th October 2023  |  Time: 8am - 9am  |  Speaker and Topic: TBC

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Webinar 6 - Taxation Opportunities

 

Date: Thursday 14th December 2023  |  Time: 9am - 10am  |  Speaker and Topic: TBC

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The Australian Income Covenant – A Framework for Managing Income Drawdown in Retirement?

 

Date: Thursday 23rd March 2023  Time: 8am - 9am

Speaker: Fintan Thornton, Allianz Retire +

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PRSAs - One small legislative change, one huge leap for pensions

 

Topic: A look at the recent PRSA amendments and an explanation on how this legislative step will have a fundamental impact on pensions going forward.

Date: 23rd February 2023  Time: 8am - 9am

Speaker: Jim Connolly, Head of Retirement Planning at AIB Private

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