1. Autumn Forum – Saturday 5th October 2019

“Planning for Long Term Care and Beyond at The Brooklands Hotel, Brooklands Drive, Weybridge KT13 0SL

Registration 9.30am

Why attend our Forum?
Our generation is often called ‘the Sandwich Generation’. The next generation, our children, continue to look to us for financial support while the previous generation, our ageing parents, need help with their everyday living and care needs.

We need to plan for our own potential care needs (as the Government continues to hesitate in tackling the care crisis) and, if any money remains, we need to make sure our children are not faced with a crippling inheritance tax bill!

Our speakers are well qualified to answer your questions.

Our speakers (see note below)
Kelly Lindberg, Partner of St. James’s Place Wealth Management
Lisa Colley, Frost Wealth Management Ltd., Partner Practice of St. James’s Place Wealth Management

Booming Lives
Ordinary membership of Booming Lives is free. There is no fee for members to attend the Forum.
Book Now
To book for this event email info@boominglives.co.uk .

For those who wish to stay, lunch will follow the Forum at a cost of £20.
Note
Kelly Lindberg and Frost Wealth Management Ltd are separate and distinct Appointed Representatives of and separately represent only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. They are separate and distinct representatives and do not work in legal partnership with each other. The ‘St. James’s Place Partnership’ and the title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.

Agenda

9.30 Welcome
9.50 Introduction
Our speakers

10.00 Kelly Lindberg and Lisa Colley

• Choices of care types and setting
• Benefits and support that you are entitled to
• Responsibilities of relatives
• Financial choices
• Protecting assets
• Inheritance Tax planning

12.00 Q&A

12.30 Close
The Forum will be followed by lunch for those who wish to stay

Email info@boominglives.co.uk to book your place

 

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