Venue
Online

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Event Date Fri Jun 23 UTC (over 1 year ago)
In your timezone (EST): Thu Jun 22 8:00pm - Thu Jun 22 8:00pm
Location Online
Region All
Details

This events brings you this online, which is free for this Members. This conference will involve presentations and discussions with industry experts on key wealth management topics and themes such as:

• Market Updates
• Pension Updates
• Tax for Financial Planners and Wealth Managers
• Personal Financial Planning
• Succession Planning

Speakers

2023 Speakers

Kevin McConnell
Chartered Financial Analyst

Jim Connolly
Head of Retirement Planning for Aib Private Bank and Module Co-ordinator Retirement Planning

Sandra Rockett
Director, Wealth & Retail Distribution

Aoife Quinn
Associate Director, Financial Planning in Davy