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Yvonne O’Brien CFP® recently attended a technical workshop in Cork organised by the Financial Planning Standards Board focused on high-level tax and retirement planning concepts. Speakers included a Chartered Tax Adviser and Pensioneer Trustee. Legal and revenue issues were critically explored which allow the Financial Planning team at Metis Ireland to develop conversations on complex tax-planning issues that are relevant to our clients and their tax advisers.

 

The value of financial planning and the CFP® certification was also discussed at the session. Yvonne said of the event ‘The presenters were both interesting and informative. Attending such events ensures that the Metis Ireland team deliver expert advice and financial plans that our clients require’.

 

CFP® Seminar