Wed, 9 November 2022
12:00 - 13:00
Online via Zoom- Zoom link will be available in IOB Learn
From your laptop
Click on Open Content to bring you to Zoom
From IOB app 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 the Live Event Card to access the Zoom call
Wed, 9 November 2022
12:00 - 13:00
Online via Zoom- Zoom link will be available in IOB Learn
From your laptop
Click on Open Content to bring you to Zoom
From IOB app 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 the Live Event Card to access the Zoom call
Our speaker at this event is Suzanne Cashin who is Head of Retirement Asset Services at RBC Brewin Dolphin. Her experience and research have found that financial planning can be an overwhelming experience for many, but especially women.
Research has also show that women have a different attitude towards risk and funding. Given the importance of pensions, how do these factors specifically influence women and their pensions?
In this event, Suzanne will discuss women and the pensions gap and give practical and relevant advice for you, your customers and clients.
There is 1 CPD hour available in the area of Pensions for the following designations:
QFA
APA
Registered Stockbroking
Retirement Planning Professional (RPP)
Wealth Management Professional (WMP)
Suzanne holds a Masters in Financial Planning and is also a Certified Financial Planner. With over 25 years of experience in the pensions and investment business, Suzanne specialises in the provision of pre and post retirement & Investment Advice to High Net Worth Individuals, Company Executives, and Professionals.
Suzanne is a keen charity fundraiser competing in charity cycles, and a member of the fundraising board of various charities.