Monthly Archives: July 2015

Financial and Investment Planning Seminar- 30th July 2015

• 15 July 2015
• by: STEP 
• note: no comments 

Clive Reynolds of Opportune Trust will speak on:

1. Providing Financial Advice to Vulnerable Clients.
2. Assisting in designing a structure that suit client financial and welfare needs.
3. Tax Implications of investment decisions.
4. Developing an Investment Policy Statement to design, implement and monitor the funds for clients.

The seminar will take place on Thursday morning, 30 July 2015, at 08:00 in the Wellington Suite of the Merrion Hotel, Upper Merrion Street, Dublin 2. Tea and Coffee will be served from 07:45.

For further information about this month’s speaker, please click here.

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2.

Recording of joint STEP and SFE seminar to review EPA Judgments now available

• 06 July 2015
• by: STEP 
• note: no comments 

The recording of the STEP and Solicitors for the Elderly joint seminar to review two recent EPA Judgments delivered by Teresa Pilkington SC on the 1st July 2015 is now available in the Members’ Library section.