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 tax, 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

 

25 May 2019 – 10am to 3pm Ormonde Hotel, Kilkenny

 

15 June 2019 – 10am to 3pm Landmark Hotel, Carrick-on-Shannon

 

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

 

Matt Leahy, Broker Consultant, Mercer

Introduction to Mercer Aspire

 

Liam Kenny, Director of Tax, Grant Thornton

Tax Consideration for Succession

 

Light lunch will be provided on the day

 

4.5 CPD and 0.5 GMS study leave approved

 

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

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.

 

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.

 

Liam Kenny is an Associate of Chartered Institute of Management Accounts (CIMA) and the Irish Taxation Institute (ITI). Liam joined Grant Thornton in 2005 having worked across areas of accounting tax and financial planning. Liam has responsibility for managing the delivery of tax advisory and compliance services to privately owned businesses, including family owned businesses.

 

Liam’s presentation will be a brief overview of the succession options available to GPs and the tax implications to be considered in pursuing these options.

 

Matt Leahy is a broker consultant with Mercer. He has been with Mercer for eight years and recently joined the new intermediary distribution business to selected broker firms. Previously, he worked on various defined benefit and contribution pension schemes across the country.

 

Matt’s presentation will be a look through Mercer’s Aspire portfolio range and recent performance. He will also touch on the GMS superannuation scheme administered by Mercer.