EDUCATION SESSION #1167
WEBINAR
Why Planning Pays: Financial Wellbeing for Senior Women in Finance

Hosted by the 100WF Dublin Committee
Does your post-executive career plan include service as an Independent Non-Executive Director? If so, you will receive a different income stream than the traditional compensation. Take a closer look at some financial planning imperatives for INEDs.

As a senior executive, learn how you may optimally organize your financial affairs. For potential future reference, hear strategies for setting up your own firm or offering independent consulting services, with a focus on financial management.

Submit your questions to Dublin@100women.org by Monday, 25 May or you may submit them during the webinar.

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DATE
27 May 2020
TIME

8:30 - 9:15 AM 
 
The program will begin prompty and will end at 9.15 AM. Latecomers may not be able to enter.
PARTICIPANTS

Catriona Coady
Goodbody

Jim Connolly
Goodbody

Michelle O'Keefe
Goodbody

Carol Widger
Moderator
Dechert
HOST

Goodbody
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BIOGRAPHIES
Catriona Coady
Senior Tax Specialist, Goodbody

Catriona is a Senior Tax Specialist with Goodbody. Prior to working for Goodbody she spent over 20 years working with big 4 firms providing tax advice to international and domestic clients covering multinationals and domestic businesses, high and ultra-high net worth individuals. In her current role she is responsible for assisting clients in developing and implementing their strategic tax and investment goals. She is a CTA, TEP, CFP and a STEP Ireland Committee member. She is a regular contributor to media on tax and financial planning related matters.

Jim Connolly
Head of Pensions and Technical Services, Goodbody

Jim is Head of Pensions and Technical Services at Goodbody. He is a well-known figure and commentator in the pensions industry and has a reputation for challenging the norm. In addition to sitting on a number of industry bodies, he also lectures on Retirement Planning for UCD.

Michelle O'Keefe
Head of Goodbody Wealth Advisory, Goodbody

Michelle is Head of Goodbody Wealth Advisory and is a member of the senior management team. She has extensive experience in Financial Services where she has worked for almost 28 years. Prior to joining Goodbody, Michelle was a Partner with BDO Accountants and set up and managed BDO Private Wealth Management Ltd. Michelle also worked with another large Stockbroker for over 18 years where she was a Director in the Private Client division. Michelle has extensive experience dealing with private clients, corporates, charitable organisations, credit unions and friendly societies.

Carol Widger
Partner, Dechert

Carol Widger is a partner in Dechert’s Investment Funds group in Dublin and Managing Partner of the firm’s Dublin office. Ms. Widger has 20 years’ experience advising fund promoters, fund managers, AIFMs, MiFID firms and other investment funds services firms, on matters relating to the establishment, launch and ongoing management of all types of investment funds, including UCITS and AIF products. Ms. Widger is a former Chair of Irish Funds' Legal Working Group and current Chair and founding member of the Dublin location for 100 Women in Finance.
ABOUT
Goodbody
Goodbody is a leading Irish financial services platform in operation since 1874. As well as asset management services and a corporate advisory offering, Goodbody is the longest established wealth managers in Ireland with over €7 billion in assets under management. Our Wealth team offers personalised advice on all aspects of wealth and is an award winning financial planning and tax specialist.

100 Women in Finance
100 Women in Finance's more than 15,000 members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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