Howwow online: Later Life Planning - March 2017

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Mar

29

12:00pm

Howwow online: Later Life Planning - March 2017

By Paraplanners' Assembly

Our monthly online Howwow for paraplanners this month featuring:
  • Later life planning
This has always been an important issue and is becoming more relevant for clients with increased longevity & greater awareness of care fees. As well as looking at the main planning issues, the panel will discuss mental health issues & advising vulnerable clients, common solutions & products, non-regulated issues including state benefits & top tips from a care fees specialist at Just Retirement.
This month the panel features:
  • Martin Bamford - SOLLA Accredited Later Life Adviser
  • Phil Young - MD threesixty
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Find out more about Powwows here and continue the discussion in The Big Tent.
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