Clive Reynolds of Opportune Trust will speak on:
- Providing Financial Advice to Vulnerable Clients.
- Assisting in designing a structure that suit client financial and welfare needs.
- Tax Implications of investment decisions.
- 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.
