Previous event
Later Life Planning Seminars
Tuesday 26 March 2024, 8:30 am - 12:00 pm
Royal Victoria, Crowne Plaza, Sheffield
Nick Birdseye, Strategic Partner Development Director, Legal & GeneralSimon Chalk, MD & Later Living Planner, LaterLivingNow!Daniel Shanahan, Product Specialist - Long-Term Care Annuities, Legal & General
CPD
Agenda
Later Life Planning Seminars
Presentations on Equity Release and Long-Term Care Annuities given by Nick Birdseye and Dan Shanahan of Legal & General, with a summary of the opportunities to add value to the client with appropriate planning in this area provided by Simon Chalk, MD and Later Living Planner at LaterLivingNow!
Seminar agenda
08:30am - Registration, breakfast rolls, tea and coffee
09:00am - First and second seminars
10.30am - 10.45 Break
11:00am - Third seminar
11.45am - Event close
Venue
Victoria Station Road
Sheffield
S4 7YE
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 2 1/4 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 www.cii.co.uk/learning/cpd/.
Previous
Wed 13 Mar 2024, 12:00 pm - 1:00 pm
Alan Hornby, Chartered Insurance Practitioner
CPD