Transition to Retirement Seminar

IMO Financial Services has the pleasure in inviting you and your spouse to

Transition to Retirement Seminar
Start planning today for more choices tomorrow

This seminar will feature experts from the IR, investment and financial sector and cover a number of important topics about how to prepare for retirement. Our event is relevant to General Practitioners who are within five years from retirement.

Date and location

12 May 2018 – 10am to 2.30pm Clayton Hotel, Cork

19 May 2018 – 10am to 2.30pm Hodson Bay Hotel, Athlone

ICGP approved our retirement seminars for 3.5 hours CPD and 0.5 GMS study leave

Speakers and topics

Derek Bell, Chief Operations Officer, Retirement Planning Council
Retirement and You
Social Welfare Overview

Fran McGrath, Business Development Manager, IMO FS
GMS retirement options

Richard Power, Director of Stockbroking, Cantor Fitzgerald
Preparing your investment portfolio for retirement

Val Moran, Director for GP and Public and Community Health, IMO
Managing succession in the GMS

Light lunch will be provided on the day

To Register 

No registration fee applies but spaces are limited.
To register, please email IMO FS on imofs@imo.ie to secure your place

Meet the Speakers

Fran McGrath, Sales & Business Development Manager with IMO Financial Services is a Qualified Financial and Retirement Planning Adviser. He has over 15 years’ experience in the financial services sector. He has been advising GPs in the area of financial planning for pensions, retirement, investment opportunities and protection.

In his presentation, Fran will be touching on how to prepare GPs for retirement from a financial aspect and the various retirement options available to them.

Derek Bell has a wealth of experience at senior management level in multinational, indigenous and not-for-profit organisations. He has also operated his own business for over 17 years, training, coaching and mentoring individuals in career and business matters.

Derek will present on how retirement can affect your personal identity and sense of self. He will also be touching on the social welfare system, state pension provision, benefits and entitlements.

Val Moran is a University College Cork graduate where he gained a BSc. in Finance. He subsequently qualified as a solicitor and worked in private practice in Cork. Val has been a member of the IMO Industrial Relations Unit since 2010 and is currently Director of Industrial Relations for GP and Public & Community Health.

Val’s presentation will deal with planning for retirement from the GMS, rules governing GMS list succession, redundancy issues and different models of succession.

Richard Power is Director of Stockbroking at Cantor Fitzgerald Ireland and has 18 years investment management experience. Richard began his career with Dolmen Stockbrokers in 1999, managing equity and bond portfolios for institutions.  In 2008 Richard was appointed Director of Stockbroking. Richard graduated from University of Limerick in 1997 with a Bachelor of Business Studies and French and is a Qualified Financial Advisor.

Richard will touch on the current market outlook and how to manage volatility within a portfolio before and after retirement.