During this wrap up session, Elaine and Matthew will come together to explore how effective protection advice and estate planning are intrinsically linked in delivering truly holistic financial planning for clients.
While protection planning focuses on safeguarding a client’s income, lifestyle, and financial security during their lifetime, estate planning ensures their wishes, assets, and loved ones are protected for the future. Together, these areas form a critical part of long-term client wellbeing and effective financial advice.
Through a practical discussion, attendees will gain insight into how advisers can better integrate protection conversations with broader estate and legacy planning considerations, helping clients make informed decisions, manage risk, and create more resilient financial plans.
This event will also explore the importance of collaboration between advisers and legal professionals, the role of client psychology in decision-making, and how meaningful conversations can lead to stronger client outcomes and deeper engagement.
This interactive wrap-up session will provide attendees with practical ideas, shared experiences, and actionable takeaways that can be applied immediately in client conversations.
Event Highlights
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Connecting protection advice with long-term estate and legacy planning
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Why holistic financial advice requires both protection and legal planning conversations
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Understanding the client mindset when discussing risk, incapacity, and future wishes
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How advisers can identify gaps and risks across both protection and estate planning
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The role of collaboration between financial advisers and legal professionals
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Practical examples of how protection and estate planning strategies complement each other
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Encouraging stronger client engagement through goals-based conversations
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Helping clients protect not just wealth, but lifestyle, family, and future intentions
Matthew Chapman and Elaine Byrne
Matthew Chapman - The Protection Coach
Matthew Chapman is one of the UK’s leading protection coaches and a recognised authority in adviser performance, communication, and behavioural change.
As The Protection Coach, Matthew works with major financial institutions, networks, and advisory firms to help advisers improve the quality and impact of their protection conversations — leading to better client outcomes and increased protection uptake.
His approach focuses on shifting adviser mindset, refining language and positioning, and embedding simple, repeatable frameworks that align advice with what matters most to clients.
Matthew is known for his engaging, straight-talking style and his ability to turn complex concepts into practical strategies that advisers can apply immediately.
Elaine Byrne - Solicitor
Elaine enrolled with the Law Society in 2008, trained and worked in the largest law firm in County Meath gaining a wide range of experience in private client services, in particular probate, wills related conveyancing, litigation and court work. Elaine is recognised as one of the leading practitioners nationally in this area, winning Lawyer of the year for Dublin and Leinster in 2021. She is a regular contributor to the Claire Byrne radio show on rte. In addition she speaks on the topic on local radio to include LMFM and midlands 103.
Elaine is also a regular contributor to national print media, writing articles for the Sunday Independent, Business Post, Westmeath Topic, Meath Chronicle.