Wealth Management Conference 2022

Event Details

Free


Date and Time

Wed, 22 June 2022

09:00 - 11:30


Location

Online via Zoom. Link will only be available on IOB Learn

From your desktop

  • Login to IOB Learn
  • Under 'Quick Links' click on 'Events' on the left hand side
  • Click on 'My Upcoming Events' then on the Zoom Details

From IOB Learn App

  • Click on the middle icon at the bottom of the screen (looks like a compass dial)
  • Scroll down to Content Channels, under this is 'Events', click on 'Events'
  • Scroll down to 'My Upcoming Events'
  • Click on the event then click on Register to access the Zoom details.
Event Details

Free


Date and Time

Wed, 22 June 2022

09:00 - 11:30


Location

Online via Zoom. Link will only be available on IOB Learn

From your desktop

  • Login to IOB Learn
  • Under 'Quick Links' click on 'Events' on the left hand side
  • Click on 'My Upcoming Events' then on the Zoom Details

From IOB Learn App

  • Click on the middle icon at the bottom of the screen (looks like a compass dial)
  • Scroll down to Content Channels, under this is 'Events', click on 'Events'
  • Scroll down to 'My Upcoming Events'
  • Click on the event then click on Register to access the Zoom details.
Event details
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IOB brings you this online Wealth Management conference, which is free for IOB Members.

This conference will involve presentations and discussions with industry experts on key wealth management topics and themes such as:

  • Market Updates

  • Pension Updates

  • Tax for Financial Planners and Wealth Managers

  • Personal Financial Planning

  • Succession Planning.

This event will close at 3pm on Tuesday 21 June

There are CPD hours available for the following areas:

QFA – 2.5 Hours total (1.5 hour relevant to the following categories – Life Assurance, Pensions and Investment )

APA – 2.5 Hours total (1.5 hour relevant to the following categories – Life Assurance, Pensions and Investment )

Asset Management Professional – 2.5 Hours

Retirement Planning Professional – 2.5 Hours

Wealth Management Professional – 2.5 Hours

LCI – 2.5 Hours

Kevin McConnell

Kevin, a Chartered Financial Analyst, is an external specialist consultant in the banking and investment sectors with over 25 years of experience in financial markets. Working with banks, regulators and investors in Credit, Capital, Stress Testing and Strategy, Kevin has experience in over a dozen regulatory jurisdictions across Europe, US and Emerging markets.

He has worked through a range of mid-tier to top tier M&A transactions providing stress testing/due diligence consultancy, and transaction advisory. He was a member of Committee on Collective Investment Governance (CCIG) of Central Bank of Ireland (2014) which supported the development of CP86.

He is currently a member of the Advisory Committee of the Certified Investment Fund Director Institute. He developed and delivers the post graduate programs in Alternative Assets at IOB (UCD), in Wealth Management in the Masters in Finance at Trinity College Dublin, and on the Certified Bank Director program in Ireland and UK.

Kevin is also deputy chair of the Irish platform one of the largest CLO originators in Europe and is chief executive of GEM Strategic, a specialist consultancy firm.

Kevin McConnell

Jim Connolly

Head of Retirement Planning for AIB Private Bank and Module Co-ordinator Retirement Planning

Jim Connolly is Head of Retirement Panning for AIB Private Bank, and is Module Coordinator for the Retirement Planning module in the CFP designation.

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.

Jim Connolly

Catriona Coady

Head of Tax Wealth Management, Goodbody

Catriona Coady is a Head of Tax Wealth Management with Goodbody and is responsible for assisting clients in developing and implementing their strategic tax and investment goals. She is adept in advising on tax and investment solutions covering estate and succession planning, investment, pension and retirement planning. Prior to working for Goodbody, she spent over 20 years working with big 4 firms providing tax advice to international and domestic clients. She is a CTA, TEP and CFP.

Catriona Coady

Suzanne Cashin

Head of Retirement Asset Services Brewin Dolphin Ireland

Experienced Head Of Retirement Assert Services, with a demonstrated history of working in the financial services industry.

Skilled in pre and post retirement planning, insurance, investments, and advising High Net Worth Individuals. Business Relationship Management, and Risk Management.

Holder of the international CFP - Certified Financial Planner qualification, and a Masters in Financial Planning from the School of Business UCD.

Suzanne Cashin

Una Ryan

Tax Director at Grant Thornton Ireland

Tax planning for small to large family owned businesses which includes business succession, non-filing structures, group reorganisations, restructuring of groups prior to sales to third parties which includes vendor tax due diligences & review of legal documentation (Share purchase & loan agreements) from a taxation perspective.

Extensive experience on estates and trusts for high net worth individuals including anti-avoidance provisions, estate planning and cross border estate tax issues and offshore trusts.

Una Ryan