Yates addresses seminar on financial planning and investment

By Fintan Lambe

Published 12/05/2015 | 00:00

Gary Connolly of iCubed, Ivan Yates, Myles Roban, and Robbie Kelleher, global strategist with Davy.
Gary Connolly of iCubed, Ivan Yates, Myles Roban, and Robbie Kelleher, global strategist with Davy.

The merits of lifestyle financial planning came under the microscope at a recent investment seminar run by Roban Financial, in partnership with Davy Select, in The Riverside Park Hotel, Enniscorthy.

The well-attended event was addressed by Robbie Kelleher, economist with Davy Select; Gary Connolly, investment consultant with iCubed; and businessman and broadcaster Ivan Yates.

Robbie Kelleher focused on the investment market, the housing market, and the economic outlook, while Gary Connolly gave a humorous presentation on the psychology of investing, and the mistakes people make. He also spoke about the need for expert financial advice on investing and disinvesting at the wrong time.

In an entertaining and broad-ranging address, Ivan Yates spoke about being an entrepreneur; being self-employed; and how to succeed by making yourself a little bit different and selling yourself on your own merits. He also spoke about the importance of keeping up-to-date in the digital age, and the need for retirement planning.

The audience included a cross-section of local business people and Roban Financial clients. Thanks went to all who attended; Davy Select; and the three speakers.

Wexford People

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