Derek Ryan, Director, Smith & Williamson Financial Services

Financial awareness seminar in Nenagh

Published: Fri 23 Feb 2018, 9:25 AM

Last updated: Fri 23 Feb 2018, 9:31 AM

Financial firm SYS Wealth & Financial Planners will host a free financial awareness seminar in the Abbey Court Hotel, Nenagh on March 2nd to provide clarity around the financial implications of being made redundant.

Specifically designed for Coty employees who have or are about to be made redundant, the seminar will look at the options open to people with lump sums, the implications of defined benefit/defined contribution pension schemes and will also provide tax advice.

Guest speakers Pat Sheehan, Tax Partner with BDO and Derek Ryan, Head of Retirement Assets Services at Smith Williamsons will join Tony Delaney, CEO, SYS Wealth & Financial Planners on the night.

Tony Delaney, CEO, SYS Wealth & Financial Planners, said: “Finance is complex at the best of times and being made redundant can be a particularly stressful time. So making decisions on whether to forfeit your Tax Free Lump Sum from your pension or not, or whether to transfer your defined benefit to defined contribution, or invest a lump sum or pay off the mortgage, can be a minefield. This seminar will clear up the confusion and help anyone facing redundancy to make informed decisions and be more aware of their options and entitlements. All our speakers are qualified, experienced and knowledgeable in this area to give the right financial advice.”

Seminar details:
Date: Friday 2nd March
Time: 7.30pm
Venue: Abbey Court Hotel, Nenagh
Register:
Cost: Free
Who should attend: Designed specifically for Coty employees but open to anyone who has recently or expects to be made redundant.

SYS Wealth & Financial Planners is a holistic financial planning company. Currently based in Limerick with a new office opening in Nenagh soon, they offer broad based advice to give clients peace of mind and make financial journey plain sailing.
The company was founded in 2014 by Tony Delaney, who spent the previous 24 years in various senior roles throughout the financial industry. SYS Wealth & Financial Planners are fully regulated by the Central Bank of Ireland and members of IBA & Trusted Advisor Group.