Planning for Later Life webinar: register now

01 Apr 2021

Amanda Cook

Financial Planning Director

If you’re looking for help with Later Life financial planning issues affecting you or a loved one, register to join our webinar on 29 April.

Later Life planning is crucial. Whether you’re already in retirement, or making an early start in planning for it, join our Planning for Later Life webinar on Thursday 29 April 2021.

Ready to sign up?

If you would like to join the webinar, please register for the event.

Webinar topics

Our panel will be covering a broad range of topics to help you or a loved one plan for retirement and later life, including:
  • Preparing financially for retirement and beyond
  • How planning give you choice and control
  • The impact the pandemic is having in the care sector
  • The changing face of care
  • Important points to consider when making a will
  • Understanding lasting powers of attorney (LPAs)

Meet our speakers

We have three expert speakers to help make sense of every area of later life planning.
Amanda Cook

Amanda Cook

Financial Planning Director, Investec Wealth & Investment

Amanda’s main priority is helping her clients achieve their financial goals. She provides holistic financial planning advice to clients with an emphasis on retirement planning, estate planning and later life and financial coaching. Amanda is also a member of the Society of Later Life Advisers (SOLLA).

Lynn Osborne

Lynn Osborne

Independent Care Advisor, Clarity Care Consulting

Lynn has worked in residential and community care for over 20 years. Using her experience, Lynn set up Clarity Care Consulting to help people understand and be aware of their choices when seeking care for elderly relatives, be it in care homes, care at home or live-in care.

Melanie Wilkins

Melanie Wilkins

Associate – Private Client Team, Steele Raymond LLP Solicitors

Melanie acts for individuals and families in administering estates, preparing wills, trusts, powers of attorney and couple of protection applications. Melanie is also a member of the Society of Trust and Estate Practitioners and Solicitors for the Elderly.

Register

If you’d like to join, simply register using the link below. You will receive a confirmation email with a calendar reminder. Before the event, you will receive a further email with the link to use on the day.

 

Date: Thursday 29 April 2021   Time: 3:00pm – 3:45pm

About the author

To contact or read more about Amanda Cook, visit her bio here.

Find out more

Whether you are looking to invest for the first time, or have an investment portfolio already, if you don’t know where to begin, or know exactly what you are looking for, we can help. Contact your local Investec experts in Bournemouth today, to discover how we can help you to fulfil your financial goals, and live life the way you want to.