Plan Your Brightest Future
Financial Independence Planning
Ballygarry House Hotel Tralee, June 21st, 2019
MC Elaine Kinsella
On the longest day of the year 2019, we brought you all the info that you need to plan your brightest financial future.
Whether you were an employee, business owner, starting out or planning your retirement, our experts will shone a light on all things finance, to help you get to grips with the cornerstones of financial independence – from savings, tax, and investments to pensions and legacy planning.
Carol Brick, Managing Director of HerMoney.ie – an all-female team of experienced Qualified Financial Advisors (QFAs) who’s focus is to help other professional women set and achieve their financial goals.
A UCD Economics graduate and Qualified Financial Advisor (QFA), Carol began her career in Financial Services in the Banking Industry over 20 years ago when she joined Bank of Ireland Group. As a busy working mother herself, Carol has always had a particular interest in the area of financial planning for professional women in Ireland, and it was with this in mind that she launched HerMoney in February 2017
Established in Tralee in 1981, the firm Peevers Slye Cotter has grown and expanded over the past 38 years, with offices in Tralee, Killorglin, Caherciveen and Limerick. The firm are specialists in the area of Audit and Tax, which is headed up by Siobhan and Francis Moriarty respectively.
These specialised areas together with their Wealth Management division provides their clients with a very valuable service on a personal level. They strive to ensure that all clients see them as being part of their team, working with them in achieving their goals.
Bernadette Costello – Solicitor, Foley & Associates Solicitors, Tralee
Bernadette Costello holds an Honours Bachelor of Law Degree from the National University of Ireland, Galway and is a Solicitor with Foley & Associates Solicitors. She commenced her career as a trainee solicitor with Foley & Associates Solicitors in 2009 and specialises in the areas of Residential and Commercial Conveyancing, Probate and Litigation. She focuses on delivering the highest standard of service with a personal touch that really makes a difference.
Thank you to our main Partner Kerry Local Enterprise Office