Our New Year seminar will focus on how individuals can plan for their future to protect the family’s finances in circumstances such as death, divorce, disability and retirement. Our speakers will also dispel some common misunderstandings in their field of expertise.

The speakers

Sarah Adams, Associate in the Private Capital team at Rollits will discuss what happens to assets upon death and the use of lasting powers of attorney.

Joe Sanders, Chartered Financial Planner at IFP will discuss what can happen with your pension funds upon death, as well as the need for insurance and how it can help protect you and your family.

Alison Benson, Associate in the Family team at Rollits will provide an overview of Pre-Nuptial Agreements and how they can protect in the event of divorce.

This session will be of particular interest to individuals and business owners looking to safeguard their family’s financial future.