Are you looking to secure your financial future? Join us for the Later Life Seminar, a comprehensive free event designed to provide valuable insights into financial education and security. Hosted by Hanley Economic Building Society, in partnership with Principal Wealth Solutions (PWS) and Accord Legal Services, this seminar is an opportunity you won’t want to miss.
Event Details:
Date: 18/09/2024
Time: 12:30 PM - 4:00 PM
Location: DoubleTree by Hilton Stoke-on-Trent, Festival Park, Stoke-on-Trent, ST1 5BQ
Schedule of Events:
12:30 PM - 1:00 PM: Guest Arrival and Refreshments
Begin your afternoon by arriving at 12:30 PM to enjoy some light refreshments before the seminar begins.
1:00 PM - 1:15 PM: Welcome and Introduction
David Lownds, Head of Products and Marketing at Hanley Economic Building Society, will start the seminar with a warm welcome and an overview of the day’s events.
1:15 PM - 1:45 PM: Understanding Retirement Interest Only Mortgages
Join Nicola, Mortgage Manager, and Lana, Senior Mortgage Adviser, from Hanley Economic as they delve into the specifics of Retirement Interest Only Mortgages. Gain insights into how these mortgages can benefit you in your later years.
1:45 PM - 2:15 PM: Later Life Financial Planning with PWS
Representatives from Principal Wealth Solutions will provide an informative talk on the essentials of later life financial planning. Learn strategies to manage your finances effectively as you approach and enjoy retirement.
2:15 PM - 2:30 PM: Refreshment Break
Take a short break to stretch your legs, grab another refreshment, and prepare for the next session.
2:30 PM - 3:00 PM: Wills and Power of Attorney with Accord Legal Services
Accord Legal Services will cover the critical topics of Wills and Power of Attorney. Understand why these documents are essential and how they can protect your interests and those of your loved ones.
3:00 PM - 4:00 PM: One-on-One Discussions
After the formal presentations, there will be an opportunity for individual discussions with representatives from Hanley Economic, PWS, and Accord Legal Services. This is your chance to ask specific questions and receive personalised advice tailored to your needs.
Register Today!
Spaces are limited, so be sure to secure your spot today.
Alternatively, call us on 01782 255000 or visit your local Hanley branch.
Take the first step towards securing your financial future by joining us at the Later Life Seminar. We look forward to seeing you there and helping you navigate the complexities of later life financial planning.
Our Partnered Hosts:
Principal Wealth Solutions (PWS)
PWS specialises in providing comprehensive wealth management services, helping clients plan for a secure and prosperous future.
Accord Legal Services
Experts in legal services, Accord is dedicated to offering professional advice and solutions in areas such as Wills and Power of Attorney.
