Wed. Oct 16th, 2019

Financial Planning for Seniors

1 min read

Looking forward to the Future –
Financial Planning
2 p.m. – 4 p.m. Monday 4th November 2019
at Nesbit House, Orpington Bypass,
Badgers Mount, TN14 7EJ

The Forum are holding a seminar covering a variety of personal finance topics:

Making or reviewing a will,
Inheritance tax
Equity release
Savings
Probate
Power of Attorney

We hope that you will find the talk of interest and there will be an opportunity to take questions from the floor after a short break for tea and coffee.

The presentation will be made by Mr. Ian Dixon a former Sevenoaks resident and retired Bank Manager and we are grateful that he has kindly offered to share his experience and expertise to illustrate how important it is to think about planning the future. Ian is not tied to any financial institution and there will be no selling or promoting of any financial products.

You can turn up on the day, but it would help us to know numbers for seating and catering arrangements so either email comms@sdsaf.org.uk or of you prefer to talk to Alan Dixon on 01732 452719. Please do your best to come along, we promise to make this seemingly boring but essential topic interesting and informative.

Copyright © All rights reserved. | Newsphere by AF themes.