All about later life planning

Intermediate
Financial planning
Self certified
Video
Date:

Wednesday 7th August 2019

Location:

Online

Duration

56 MINS

Explore the latest financial planning issues that paraplanners should be considering with regards to later life planning. We’ll also share some of the useful resources the Powwow community have uncovered on care fees planning and support.

Learning objectives

In this session we covered…

  • Later life planning
  • Useful resources

Speakers

1
Graham Duffy
Just

Graham has over 43 years’ experience in financial services, working in the Lloyds reinsurance market for 24 years and then becoming an instrumental part of the new Long Term Care division at Partnership. He is committed to developing all aspects of care fees planning.

Graham’s expertise puts him in an ideal position to support financial intermediaries and their clients to benefit from the considerable opportunities this market presents.

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