Financial planning in later life
£5 – £10
Financial planning in later life

Financial planning in later life

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Dorchester Library (Room 4)

Charles Street

Dorchester

DT1 1EF

United Kingdom

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Financial planning in later life

This course will provide delegates with an overview of SOLLA (the Society for Later Life Advisers), the accreditation process and the benefits of referring to a SOLLA accredited adviser.

The session will include:

1. A client journey through the different stages a client is likely to experience:

  • Preparing for retirement

  • Active retirement including time for travel (the bucket list), grandchildren and hobbies

  • Preparing for later life

  • Long term care

2. Equity release – lifetime mortgages, home reversion mortgages

3. High level discussion regarding Enduring Powers of Attorney, Lasting Powers of Attorney and wills

4. Any other areas of interest

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Date and Time

Location

Dorchester Library (Room 4)

Charles Street

Dorchester

DT1 1EF

United Kingdom

View Map

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