CPD Bootcamp: Key Considerations for Those Nearing Retirement
Event Details
Free
Date and Time
Wed, 28 May 2025
12:00 - 13:00
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before your event.
Event Details
Free
Date and Time
Wed, 28 May 2025
12:00 - 13:00
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before your event.
Key Considerations for Those Nearing Retirement - this bootcamp event aims to empower you with the information that you need as you near retirement.
Our speaker, Karena Duane, will walk attendees through 6 key considerations:
1. Understanding Your Pension Options
2. Calculating Your Likely Retirement Income
3. Drawing Down Your Pension: Choices and Tax Implications
4. Maximising Your Pension and Retirement Savings
5. Planning Your Retirement Lifestyle and Budget
6. Accessing Guidance, Support, and Next Steps
The event is designed to give you the information you need to make informed decisions about your retirement.
There is 1 CPD hour for the following designations:
QFA- (Pensions only)
CPD Member - (Pensions only)
Registered Stockbroker- (Pensions only)
Licentiate of Compliance Institute - LCI
Fellow of Compliance Institute (Compliance)
Wealth Management Professional - WMP
Retirement Planning Professional - RPP
Karena Duane
Director of Financial Planning, Fenero Financial Advisors
With nearly 25 years of hands-on experience, Karena is an expert in pension advice, helping a wonderful mix of clients through the years, from PAYE customers to company directors. As the manager of Fenero Financial Advisors , she and her team are providing tailored Financial Planning Advice for Contractors, ensuring her clients feel confident navigating the sometimes-tricky pension landscape in Ireland.
Karena’s passion for pension planning shines through her dedication to continuous learning. She loves collaborating with her team and clients to keep everyone updated on the latest developments and potential challenges in pension regulations so they can make informed decisions. As a Certified Financial Planner (CFP) and a proud member of the Financial Planning Standards Board, Karena is all about ensuring her team are delivering personalised pension advice that truly fits their client's unique needs and dreams.
With an MBA from Trinity College Dublin, she's enthusiastic about weaving in the latest industry trends and best practices into her advisory services. Beyond her consulting role, Karena actively contributes to the community through her involvement with The Pension Authority Technical Support Board and as a Board member of Venture Out, a not-for-profit social enterprise.
