Digital Marketing Strategy for the Private Client Practitioner - STEP

Wondering how to catch up on your CPD from your desk at home?

The Society of Trust and Estate Practitioners (STEP) have invited me to speak at their virtual conference to be held on Friday 13th November 2020 and Friday 20th November 2020 which will be hosted by Davy.

The timetable will run as follows:

Friday 13th November 2020 (2.5 CPD hours)

  • Tina Quealy, Chairperson, STEP Ireland – Opening and welcome: 9.15-9.30

  • Lisa Cantillon and Niall Connolly, KTA – Private Client Tax Update: 9.30-10.15

  • James Murray and Iain Younger, Frank Hirth – US Tax Issues for Irish Investors and US connected individuals: 10.15-11.00

  • Coffee: 11.00-11.15

  • Mary Cloonan, Owner of Marketing Clever – Developing a Digital Marketing Strategy for the Private Client Practitioner: 11.15-12.00

  • Q&A: 12.00-12.15

Friday 20th November 2020 (2.5 CPD hours)

  • Michael Walsh, CEO of Woodford Capital – Families in Business – Unique Governance Arrangements: 9.30-10.15

  • Richard Hammond, Hammond Good Solicitors & Notaries Public – Update for Probate Practitioners: 10.15-11.00

  • Coffee: 11.00-11.15

  • Grainne Duggan BL, CTA, TEP 0 Litigation Update: 11.15-12.00

  • Q&A: 12.00-12.15


The fee for STEP members to attend is €60 per session or €100 for both sessions. Non-STEP members are also welcome to attend. The fee for non-STEP members is €75 per session or €130 for both sessions.

Please register your attendance through Eventbrite here.