Wealth Managment Week Series

This comprehensive four-part series delivers essential insights for financial brokers navigating today's complex wealth management landscape. Topics include: Pension Regulations with James Skehan exploring auto-enrolment, PSAs, and the changing pensions environment; Investment Strategies with Zurich's team analyzing market volatility, diversification principles, and client decision-making during turbulent times; Behavioral Economics with Dr. Catherine Hunt examining client psychology, communication techniques, and the critical three-day contact rule; and Succession Planning with James Caron and Gary O'Mahony covering CAT implications, business reliefs, and insurance solutions. Members gain practical frameworks, regulatory updates, and actionable strategies to enhance client relationships and advisory practices.

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