Course Details

This timely session will explore how recent volatility has impacted financial markets and what that means for investors going forward. You will gain insights into how these developments can affect client portfolios and better understand the ever-evolving Irish pensions landscape. 

 

John Mullane and Jean Masterson from Cantor Fitzgerald will cover the following topics during this webinar:

  •  A review of the recent performance of financial markets 
  •  An overview of the factors likely to drive the outlook in the coming months
  •  An overview of Cantor’s Discretionary investment service
  •  Major themes in the Pensions landscape 2025 
  •  Retirement planning for different employment types
  •  Auto-Enrolment and Case Studies

 

By attending this session you will:

  •  Understand recent market movements and their implications for client investments
  •  Gain insight into the economic and political factors shaping the near-term outlook
  •  Learn how Cantor’s Discretionary Investment Service can complement you and your client
  •  Gain a clear understanding of the key themes shaping the pensions landscape in 2025, including regulatory updates/changes
  •  See real-world case studies that show how effective investment strategies and pension planning can deliver value to you and your clients

 

This session will be of particular interest to:

  • Accountants and tax advisers
  • Business owners & Individuals
  • Employees

 

Course Level: Foundation / Intermediate 

CPD Course Speaker

Cantor Fitzgerald

Jean Masterson

Jean is Pensions Manager and was previously Head of Pensions with Merrion Private, prior to its acquisition by Cantor Fitzgerald Ireland in 2018. She has over 14 years’ experience in financial services and pensions and provides pre and post-retirement planning advice to our pension clients. Jean holds a Degree in Accounting and Finance, is a Qualified Financial Adviser (QFA) & Retirement Planning Adviser.

Cantor Fitzgerald

John Mullane

John Mullane, CFA, FCA is the Chief Investment Officer of Cantor Fitzgerald Ireland. He has over two decades of experience, the majority of which has been gained in the investment industry in both London and Dublin where he worked as both a fund manager and investment analyst. John is a regular markets contributor on Newstalk breakfast and also writes a column for the Sunday Business Post on same.