SYS Group was delighted to welcome a collection of its clients and prospective clients to the Fitzwilliam Hotel for a retirement planning and investments seminar.

Financial Planning 

The Financial Planning company welcomed well-known finance speakers from Cantor Fitzgerald, New Ireland Assurance and State Street.

Global Strategist at Cantor Fitzgerald Pramit Ghose was accompanied by his colleague Leonardo Mazza who discussed ‘Protecting Your Wealth in Inflationary Times’. Pramit and Leonardo considered the markets and outlook for 2023.

Head of Sales and Investments at New Ireland Andy Ivory-Corr presented ‘Behavioural Economics Investing and the Price of Emotional Comfort’. Andy’s presentation considered our human reaction to risk, our perception to value, investing and more. 

The afternoon knowledge sharing session was closed with a presentation from Portfolio Manager at State Street William Killeen. William shone a light on ‘Fundamental Equity Value’. 

Pension Outlook

Retirement planning expert and Group CEO Tony Delaney brought the day to a close with an overview of the current state of pensions in Ireland. 

If you are interested in discussing your retirement plan, investment options or another areas of financial planning, we ask that you request a call back here.  

Financial Planning Services

SYS Group is a financial planning company with its headquarters in Nenagh, Tipperary. SYS Group offers a full-suite of financial planning services to its clients including; retirement planning, bespoke investment offerings, mortgages, and tax advice.