May 2023: Irish Business Owners Webinar Workshop
Compass Private Wealth Irish Business Owner Webinar Workshop for 2023
In this Webinar workshop, Jonathan Sheahan and Peter Smith, Investment Director at Aviva, discussed retirement, investment and economic considerations to take into account as an Irish Business owner for the remainder of 2023. This discussion covered the following topics in detail:
The Market & Economic performance Outlook for 2023
o Interest Rate & Inflation Environment
o Equity Markets
o Geopolitical Instability
Portfolio Management of non-business Assets
o Financial Risks to be aware of
o Investment strategy principles
o Investment Diversification
Retirement Planning & Exit Strategies
o Financial Planning in Retirement
o Building a Capital sum
o Replacing Earned income
o The three phases of retirement
Cashflow Planning
o Income and Outgoings
o Essential v Discretionary spending
o Surplus capital Options