Later after life planning
This is a rare opportunity for you to come along and listen to experts from St. James’s Place Wealth Management and Mattac Legal, who will give you an overview of all you will need for financial security and peace of mind in later life.
The session is most beneficial to those who would like to understand their options for funding a parent’s long-term care, whether this is imminent or further down the line.
We will talk about:
- Funding care homes, whether for you or your parents, it’s important that you know and understand your options.
- Lasting Powers of Attorney & the peace of mind that comes with them – for you and your family.
Later life planning is rarely at the top of anyone’s to-do list. It can be daunting and something lots of people don’t like to think about, and we understand that.
The friendly, approachable experts will spend the afternoon answering your questions and help find the best possible solutions for you and your loved ones.
later
We want you to leave our workshop feeling more informed, and with a clear understanding of your options for funding long-term care.
AGENDA – 12th June 2019
13:30 – Arrival: canapés and refreshments
13:45 – Welcome remarks – Taka Mbedzi, St. James’s Place Wealth Management
14:00 – Long term care: options for funding – Guest speaker Russell Wilkie, St. James’s Place Wealth Management
14:40 – Wills and Powers of Attorney – David Ellis, Mattac Legal
15:00 – Close and drinks
Click on the link below to book your place at this event:
https://www.eventbrite.co.uk/e/later-life-planning-event-tickets-60674124941
Paid on-street parking available next to the venue.
Please note Taka Mbedzi and Russell Wilkie are separate and distinct representatives of St. James’s Place and do not work in legal partnership with each other.
The Partner is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.