Talking About Care: Part Three

Intermediate
Financial planning
Accredited
Video
Date:

Thursday 30th June 2022

Location:

Online

Duration

1 HRS 1 MINS

Long term care and what paraplanners should know about it

Learning objectives

During the session we covered…

  • Powers of Attorney
  • Working with attorneys
  • Care fees planning case studies

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.

1
Kate Morris
Paradigm Norton

Kate joined Paradigm Norton in 2021 having previously worked for another financial advice firm.

Kate’s journey in the financial services industry started in administration, where she developed her skills, before moving into a paraplanning role. From here, she studied towards her Diploma in Regulated Financial Planning, which she achieved in 2018. Since then, Kate has honed her skills, and completed additional exams in Long Term Care, Equity Release and Mortgage Advice, and has since progressed to a Financial Planner.

Kate is passionate about developing her skills in the Long Term Care sphere further, as advising clients in this area is something she finds really rewarding.

Event resources

Useful links

Here are the links you need from this event – including a link to your CPD certificate at Just’s site.

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