Seminar Date :13-Jun-2018
Registration Time: 7:30AM - 8:00AM
Seminar Time: 8:00AM - 11:30AM
Venue: Rochestown Park Hotel, Cork
Price: €100
CPD: 3 hours in categories 2, 3, CFP®

 

Topics 

Frank O'Brien - Investment Planning: 'May you have a strong foundation, when the winds of change shift' (Bob Dylan)
  • The role of international central banks in shaping investment returns over the past 9 years, and into the future.
  • What strategic changes in investment strategy, if any, are necessary to protect the gains of the past 9 years.
  • What remunerative investment opportunities are there, if headwinds blow?
Dave Moran - Taxation: Topical Tax Planning Issues for High Net Worth Clients 
  • Tax Planning considerations when structuring property investments.
  • The consequences of death of the main breadwinner in the family unit, and related planning issues.
  • Tax planning issues for entrepreneurial clients.
James Caron - Retirement Planning: Future Challenges and Current Opportunities 
  • Key changes to the Retirement Planning environment during 2018.
  • Purchasing property using pension funds – a case study.
  • The financial planning issues that arise in Retirement Planning -  a case study looking at the entire journey from pre to post retirement and the attendant planning opportunities.
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