Wednesday, 27th January | 12:30 – 1:10pm
ABOUT
THE EVENT
People who can confidently manage their money and plan their spending are financially well. Being in control of what you spend, save, borrow, and plan for means you’re well-positioned to:
- Pay bills on time and spend within your means
- Deal with unexpected expenses
- Handle your borrowings comfortably
- Plan for and meet your long-term goals.
The Financial Wellbeing review is designed to help you assess how well prepared you are to meet your financial needs by providing a moment-in-time snapshot of your Financial Wellbeing. The review shows indicators of financial health which align with four components – Spend, Save, Borrow, Plan.
EVENT
DETAILS
ABOUT THE HOST
NIALL MORAN
Bank of Ireland
Niall is a graduate of NUI Galway with a B. Comm degree. He also holds Diploma in Cert in Business Accounting, is a Qualified Financial Advisor (QFA).
Niall also holds an executive diploma in Strategy development and Innovation from UCD. Niall has over 13 years’ experience; working in a variety of areas within the banking industry and has built many valuable relationships across a variety of different sectors.
“I am passionate about serving our customers brilliantly. My goal is to help our clients and their businesses to grow and meet their financial goals. Having experience working with customers to plan their wealth management, business, and personal needs, I feel I can help our clients reach these goals.
ABOUT THE HOST
KEVIN DALY
Bank of Ireland
Kevin is a graduate of DCU specialising in International Economics and is a Qualified Financial Advisor (QFA). Kevin has managed business, corporate, institutional, and personal customer relationships with Bank of Ireland having worked as a Corporate Banker, Foreign Exchange Trader, and now Senior Financial Advisor.
He takes pleasure in helping people plan their life goals and in turn finding suitable vehicles to get them to their final destination.
“For me it’s all about you the customer, no goal is too big or small let’s ask ourselves the right questions and take actions to help you get there”
DATE: Wednesday, 27th January
Time: 12:30 – 1:10pm
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01/27/2021 12:30
01/27/2021 13:10
Europe/Dublin
Live Lunch & Learn: Financial Planning for 2021
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