Helping your clients navigate life’s later stages – retirement to loss

Helping your clients navigate life’s later stages – retirement to loss

By Personal Finance Society

Join us for a half day CPD event gaining insights in supporting your clients with empathy and expertise through significant life changes.

Date and time

Location

Mercure Blackburn Dunkenhalgh Hotel & Spa

Blackburn Road Blackburn BB5 5JP United Kingdom

Agenda

8:30 AM - 9:00 AM

Registration with breakfast refresments

9:00 AM - 10:00 AM

Presentation by the National Bereavement Service

Zoe Hamilton Wynne

10:00 AM

Retirement – Adding Clarity to the Complex with JUST

Martin Lines

10:45 AM

Coffee Break

11:00 AM - 11:45 AM

Power of Attorney Update with Forbes Solicitors

Victoria Motley

11:45 AM - 12:00 PM

PFS Local Event & Local Institute Update / Event close

Good to know

Highlights

  • 3 hours
  • In person

Highlights

  • 3 hours
  • In person

About this event

On behalf of the PFS Lancashire, Merseyside and Cumbria region & The Insurance Institute of Bolton we invite you to a half day CPD event of learning and networking.

The event will comprise of three speakers, giving you a combined total of 2hours and 30 minutes’ CPD.

Our first speaker, Zoe Hamilton - Wynne at the National Bereavement Service will present for an hour including understanding why the FCA regard bereaved people as vulnerable.

We are joined by our second speaker, Martin Lines at JUST who will be presenting Retirement – Adding Clarity to the Complex.

Our third speaker, Victoria Motley from Forbes Solicitors will be providing an update on the importance of A Power of Attorney (PoA) for your clients.

We look forward to welcomig you, please register your place as soon as possible.

Organized by

Personal Finance Society

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Free
Nov 5 · 9:00 AM GMT