Looking forward to the IOB Wealth Management conference on 26 June 2024 where our ILIM colleagues Aoibheann Treacy, CAIA and Alan Duffy will be sharing their insights on responsible investing and pensions, alongside a number of industry experts on key wealth management topics and themes. #WealthManagement #FinancialPlanning
Supporting the Certified Financial Planner (CFP)™ designation. IOB is delighted to bring you our online Wealth Management conference for 2024. If you are a holder of the Certified Financial Planner™ (CFP®) designation, you are eligible for 2 hours CPD for this event. Join IOB, Kevin McConnell a Chartered Financial Analyst and an external specialist consultant in the banking and investment sector, Andrea McNamara a director in Private Client law with EY Law Ireland, Brian O Malley a senior tax manager in Private Client Tax Services with EY, Alan Duffy Responsible Investing team in ILIM, Aoibheann Treacy, CAIA, Head of Individual Markets and ILIM Executive Management Team member and Brian Macdonald, ACII, Managing Director of Trustee Decisions Limited on 26 June for the 2024 for IOB’s Wealth Management conference. Hear the latest from industry experts on key wealth management topics and themes such as: • Economic and Market Updates • Pension Updates • Tax for Financial Planners and Wealth Managers • Personal Financial Planning • Succession Planning. 🚩 Free to IOB members. To find out more about and register, please click here: https://lnkd.in/eyaYvmrz #IOB #UCD #WealthManagement #FinanceConference #IOBEvents #FinancialPlanning #MarketUpdates #PensionUpdates #TaxPlanning #SuccessionPlanning #FinancialServices #ProfessionalDevelopment #Investing #PrivateClientServices #EconomicTrends #CertifiedFinancialPlanner #CFP #CPDhours
