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Advising the Elderly Webinar - August 2020

Date: Tuesday, 25 August 2020
Location: Ibis Styles Hotel, Bickenhill Lane, Birmingham, B40 1PJ
Maximum Attendees: 12
Non-Member Price: £195.00
MEMBER Price: £159.99

AIMS:    A ONE-DAY COURSE TO CONFIRM KNOWLEDGE AND INTRODUCE DELEGATES TO ADVISING THE ELDERLY 


PREREQUISITES:  SOME EXPERIENCE IN WRITING WILLS IS REQUIRED

Led by Sue Ioannou this one day course will provide the specialist knowledge and understanding necessary to deal with elderly clients and to be able to deal with their concerns.

  • The market for elderly clients
  • Issues affecting elderly clients
  • Capacity
  • Care fees – the rules
  • Mitigating Care Fees – through writing a Will
  • Protecting the house
  • Protecting cash and savings
  • Pre-paid funeral plans
  • Drafting Tips
  • Heading off foreseeable problems