Seminar Date :12-Jun-2018
Registration Time: 7:30AM - 8:00AM
Seminar Time: 8:00AM - 11:30AM
Venue: Clayton Hotel, Galway
CPD: 3 hours in categories 2, 3, CFP®
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.