Financial Planning for Later Life Seminar

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

Register for your free place below

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