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:
- Don’t let the tax tail wag the investment dog (unless you live in Ireland);
- All things pensions and retirement planning including how the IORP II Directive will change retirement planning in Ireland;
- 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
