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Financial Liverpool July 2019 talk - Tish Hanifan of Society of Later Life...

Event Information

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Date and Time

Location

Location

Tilney

Liver Building

Pier Head

Liverpool

L3 1NY

United Kingdom

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Event description

Description

Financial Liverpool CPD Event - Thursday 4th July 2019

Title

Later Life Financial Planning

Speaker

Tish Hanifan, Barrister and co-founder of Society of Later Life Advisers (SOLLA)

Timing

PLEASE NOTE A CHANGE FROM THE USUAL TIMING FOR THIS TALK

Coffee and networking 11:30 - 12:00

CPD talk 12:00 – 13:30

Buffet Lunch and networking: 13:30 – 14:30

Venue

Tilney offices, Liver Building, Pier Head, Liverpool L3 1NY

PLEASE USE THE RIVERSIDE ENTRANCE

Details

This will be a topical talk related to advising clients in later life and their families. Full details will be added nearer the time.

The target audience will be financial planners, paraplanners, legal professionals, accountants and investment professionals.

About the speaker:

Tish is a barrister, Founder and Joint Chairman of the Society of Later Life Advisers (SOLLA) and a Founder Member of Solicitor’s For the Elderly, for which she is Head of Business Development.

She has worked extensively in the areas of policy development, financial, legal training and advice delivery in relation to older people and is involved in the delivery of national standard setting and accreditation for financial and legal advisers in the older client sector.

Her areas of expertise encompass the retirement’ market and how policy impacts on retirement and care.

Tish has worked with government departments and a variety of third sector and private organisations in developing and supporting good practice in relation to older and vulnerable clients. She was particularly involved with the implementation and delivery of the Care Act 2014 and sat on two working parties at the Department of Health which contributed to drafting parts of the legislation

She is Vice Chair of the Society of Trust and Estate Practitioners (STEP) in her home county of Kent.

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Date and Time

Location

Tilney

Liver Building

Pier Head

Liverpool

L3 1NY

United Kingdom

View Map

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