IOB CPD Bootcamp - So you've won the lotto!
Event Details
Free
Date and Time
Tue, 12 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
Tue, 12 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 Will Sparks (Managing Director, SparksWealth) for this engaging discussion on wealth planning. You’ve won the lotto – but what next?
Should you pay down your mortgage? Or perhaps increase your AVCs? Spend big? You might consider paying off debt? Will will explore the various options open to you when dealing with a lump sum and how best to invest it. There will also be time allotted for member questions.
This event will close at midnight 11 November 2024 or before if it reaches capcity.
There is 1 CPD hour for the following designations:
QFA - Life Assurance, Pensions, Savings and Investment, Housing Loans, Consumer Credit
APA Life Assurance, Pensions, Savings and Investment, Housing Loans, Consumer Credit
RS CPD Member -Life Assurance, Pensions, Savings and Investment, Housing Loans, Consumer Credit
Licentiate of Compliance Institute
Fellow of Compliance Institute (Compliance)
WMP
RPP
MCI
Will Sparks
Managing Director, SparksWealth
Will has been in the investment industry for 20 years and manages wealth on behalf of executives, directors, company owners, retirees and charities. Before establishing SparksWealth in 2019, Will was an Associate Director with Quilter Cheviot (Formerly Morgan Stanley Quilter) and previously a Senior Stockbroker with Cantor Fitzgerald.
Will started his career at Davy. Will finished first in his year in University College Dublin Economics, completing a Masters in Economics on scholarship at Trinity College Dublin and a scholarship to complete a Masters in Finance at Cambridge University.
Will is a Qualified Financial Adviser and has a certificate in Aviation Leasing from the Law Society of Ireland. Will also contributes regularly to the Sunday Independent and has presented at the ValueX conference in Davos, Switzerland. Will was manager of the Leinster ‘A’ rugby team and has a keen interest in the sport. Will was President of the Gonzaga College Past Pupils Union and Chairman of the Dublin Insurance Athletic Association
