Later Life Client Planning

Wednesday, 03 July 2019
8:30 am – 11:30 am
    • Suzanne Porter, Wake Smith Solicitors
    • Wes Regis, Hodge & Co
    • Jeremy Martin, Just

Later life planning

Seminars will cover the following topics:

Equity release - an overview of features and benefits of ER

Effective use of Power of Attorney as a planning tool

Long term care - a review of strategies for care provision funding.

  • AMP Technology Centre
  • Advanced Manufacturing Park, Brunel Way
  • Rotherham
  • S60 5WG
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

2 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at