Later Life Client Planning
AMP
Wednesday, 03 July 2019
8:30 am – 11:30 am (UK time)
Later life planning
Seminars will cover the following topics:
Equity release - an overview of features and benefits of ER
Effective use of Power of Attorney as a planning tool
Long term care - a review of strategies for care provision funding.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.