Financial Planning Workshop Event
For Business Owners & Executives in Ireland
Compass Private Wealth are delighted to be hosting a Workshop on Financial Planning & Wealth Management for Business Owners and Company Executives.
Topics
Global Economic Overview
Cashflow Planning for Business
Portfolio Management of non-Business Assets
Market Trends for Business Owners in Ireland
Retirement Planning & Exit Strategies
Risk Management and Protection for Business Owners
Speakers
Jonathan Sheahan, Managing Director, Compass Private Wealth
Peter Smith, Investment Director, AVIVA Investors
