CPD Bootcamp: Pensions Update
Event Details
Free
Date and Time
Mon, 11 November 2024
12:00 - 13:00
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
Event Details
Free
Date and Time
Mon, 11 November 2024
12:00 - 13:00
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
Join IOB and Karena Duane for this pensions update. Karena will give a general overview of the pension landscape and explain the key changes taking place across the Irish pensions industry. Karena will offer her insights and analysis on key industry trends and will also discuss women and the pension pay gap. There will be time allotted for member questions.
There is 1 CPD hour for the following designations
APA- Pensions MCC only
QFA- Pensions MCC only
Registered Stockbroker- Pensions MCC only
Licentiate of Compliance Institute
Fellow of Compliance Institute (Compliance)
Wealth Management Professional - WMP
Retirement Planning Professional - RPP
Karena Duane
Head of Financial Planning, Guardian 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 Guardian 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.
