On September 12th, Daly Investment Planning hosted an information evening at The Coranna, Ballinrobe Race Course. The purpose of the evening was to introduce our new company image and to showcase some of the professional advisory services that we can provide either directly or through third-parties.
Topics covered included taxation, retirement planning along with individual and business wellness. Our speakers on the evening were:
- Laura Lynch, Managing Director, Laura Lynch & Associates, Strategic Tax and Business Advisors, Galway
- Kevin Fitzsimons, Pensions Development Manager, Irish Life, Dublin
- Gerry Hussey, Performance Psychology Consultant and The Awakening
The importance of Tax based Retirement Planning was highlighted along with a significant focus on confidentiality and the importance of getting the right advice before making decisions about important financial matters such as funding a pension and choosing assets for investments.