Pensions - The long-term savings plans
Event Details
Free
Date and Time
Tue, 19 March 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, 19 March 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.
IOB is looking forward to welcoming Jim Connolly to speak at this informative Pensions webinar to coincide with Global Money Week 2024.
Jim will be returning to basics when it comes to Pensions and Retirement Planning. He will outline the importance of an individual's emergency fund and how it relates to an overall retirement and savings strategy but will also speak about the importance of future retirement planning and how best to prepare for this.
He will be considering the long-term savings aspect of pension plans, reviewing the various tax reliefs available and also looking at what needs to be considered when quantifying an individual's retirement plan need. This informative webinar will provide some good and practical insights on these topics and demonstrate the benefits of planning for the future.
There is 1 CPD hour available for the following designatons:
APA- Pensons
QFA- Pensions
Registered Stockbroker- Pensions
LCI- Licentiate of Compliance Institute
FCI- Fellow Compliance Institute
WMP- Wealth Management Professional
RPP- Retirement Planning Professional
Jim Connolly
Head of Pensions, Goodbody
Jim Connolly is Head of Pensions Technical with Goodbody and is also Module Coordinator for the Retirement Planning module on the Graduate Diploma in Financial Planning with IOB.
Jim has held many senior roles in the industry and is widely regarded as one of Ireland's leading pension consultants. He has a reputation for challenging the norm and is regularly featured in the media on pension related issues.
