This course will provide delegates with an overview of SOLLA (the Society for Later Life Advisers), the accreditation process and the benefits of referring to a SOLLA accredited adviser.

The session will include:

(a) A client journey through the different stages a client is likely to experience

  • Preparing for retirement
  • Active retirement including time for travel (the bucket list), grandchildren and hobbies
  • Preparing for later life
  • Long term care

(b) Equity release – lifetime mortgages, home reversion mortgages

(c) High level discussion regarding Enduring Powers of Attorney, Lasting Powers of Attorney and wills

(d) Any other areas of interest

To book, visit the Eventbrite website

Cost

Member organisations: £5

Non-member organisations: £10


Location: Dorchester Library

Location Address

Charles Street,
Dorchester,
DT1 1EF
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Location Website

https://www.dorsetforyou.com/dorchesterlibrary