STEP Ireland Webinar Wednesday 16 June 2021

Home / STEP Ireland Webinar Wednesday 16 June 2021

Financial Planning Tips and Traps

Dear members and guests

STEP Ireland are delighted to have Marc Westlake Chartered, Certified and European Financial Planner Professional and Trust and Estate Practitioner (TEP), Managing Director of Global Wealth, provide an update on financial planning tips and traps.

Using recent matters as case studies, Marc will highlight some of the opportunities and pitfalls for practitioners to look out for in their practice and perhaps even in their own financial arrangements, to include addressing the following:

  1. Don’t let the tax tail wag the investment dog (unless you live in Ireland);
  2. All things pensions and retirement planning including how the IORP II Directive will change retirement planning in Ireland;
  3. The Sustainable Finance Disclosure Regulation and why we all hold the key to dealing with climate change; and

Common and avoidable mistakes in financial planning decisions.

Date and time: Wednesday 16 June at 1pm

Cost: Free to attend – no registration is required

CPD: 1 hour

Join the Webinar here