Planning for the future can be a bit overwhelming, especially in the current climate. MHA Carpenter Box are pleased to be joining together with Bennett Griffin, Just Adviser and Guild Care for an event to help you to plan for later life.
Each speaker will provide information and insight to enable you to make better-informed choices, rather than being left at risk or unaware of missed opportunities by leaving important decisions to chance.
Details
Date: Tuesday 15th October 2019
Time: 4pm-6pm
Venue: The Charmandean Centre, Worthing
Topics covered
- Non-regulated care
- Power of Attorney and deputyships
- Care annuities
- Property and trusts
- Introduction to Guild Care
Agenda
16.00: Arrival and refreshments
16.30: Presentations
17.40: Q&A
18.00: Event finish
Speakers
Tracey Funnell
Business Development Manager, Just Adviser
Ian Macara
Senior Partner, Bennett Griffin
Gill Lynes
Senior Financial Planning Manager, MHA Carpenter Box Wealth Management
Karen Thomas
Head of Private Client Services, MHA Carpenter Box
Helen Tidball
Corporate Fundraiser, Guild Care
Location
The Charmandean Centre, Forest Road, Worthing, BN14 9HS
