Southern Law Association & STEP CPD Webinar
Date: 12th July 2022 | 2:30pm – 4:30pm
Location: Online Via GoToWebinar
Cost: FREE
Brought to you by the Southern Law Association, STEP Ireland and Finders International, we are hosting a webinar providing interesting insights from relevant experts into legal matters on Probate.
Our speakers will be discussing:
- Section 72 and Section 73 Life Insurance Policies
- International Assets
- The Fair Deal Scheme
This webinar is CPD accredited [2 CPD Points]
OUR SPEAKERS:
TOM CLINCH
Managing Director
Clinch Wealth Management
Tom is Managing Director of Clinch Wealth Management and has acted as a financial adviser at the firm since 1992. Since assuming the position of Managing Director in 2004, Tom has grown the firm from €30 million to €400 million in funds under management today. Tom is a former council member of the Irish Brokers Association, a graduate of Trinity College Dublin and a QFA (Qualified Financial Adviser).
LOUISE LEVENE
International Asset Services Manager
Finders International
Louise Levene brings sixteen years’ experience in probate support services and asset recovery, applying a practical, problem-solving approach to a range of asset services, helping to sell, transfer or recover a range of overseas assets including shares, bank accounts, and investment portfolios, assisting estates with the necessary administrative and legal paperwork.
TOM MURRAY
Managing Director
Fair Deal Advice
Tom has over 25 years experience of working at a Senior Level across a wide range of Industries and is a Fellow of the Chartered Institute of Management Accountant. He has specialties in: Business Re-Engineering, Turnaround and Profitability Improvement, Strategic Planning and Implementation, Nursing Home Consultancy. Business Sales and advisory in Fair Deal/Nursing Home Support Schemes.
ENTER THE RAFFLE
If you are attending our event, enter the Finders International Raffle for the chance to win a high value prize. Every entry in our raffle will receive a Finders Goodie Bag and €1 will be donated to our chosen charity of 2022, The Peter McVerry Trust. You can read more about the homeless charity HERE.
To enter the raffle, please email your name and phone number to us at [email protected], quoting the event and ‘raffle entry’ into the subject line. The deadline for this is 5:00pm on the day of the event.
For those with hearing impairments, we can provide a subtitled version of the event. We can also provide translated subtitles in your chosen language. To request this, please contact us at: [email protected]