Financial Planning for Later Life – with Kerry Saunders.
Our very own Kerry Saunders will be visiting care homes within the Bournemouth & Salisbury area to offer her expertise on financial planning for later life. This is a fantastic opportunity to discuss the following:
• Care Fees Planning
• Cashflow Planning & Savings
• Equity Release
• Inheritance Tax
• Investments
Kerry will be on hand to answer any questions you may have. No need to book—just turn up! Kerry will be visiting the following homes:
Kings Park Care Home, 14 Church Road, Ferndown, BH22 9EU
Dates:
Tuesday 1st October
Tuesday 5th November
Tuesday 3rd December
Time: 2pm – 4pm
Moors Manor Care Home, 243 Ringwood Road, St Leonards/St Ives, Ringwood, BH24 2DW
Dates:
Friday 6th September
Friday 1st November
Time: 2pm – 4pm
Parley Place Care Home, 300 Christchurch Road, West Parley, Ferndown, BH22 8SL
Dates:
Friday 13th September
Friday 8th November
Time: 2pm – 4pm
Wilton Place Care Home, Buckeridge Road, Wilton, Salisbury, SP2 0FX
Dates:
Thursday 17th September
Thursday 17th October
Thursday 21st November
Thursday 19th December
Time: 11am-1pm
Upton Bay Care Home, 1 Hoyal Road, Poole, BH15 4HY
Dates:
Tuesday 10th September
Tuesday 12th November
Time: 10am-12pm
Southbourne Beach Care Home, 42 Belle Vue Road, Southbourne, BH6 3DS
Dates:
Saturday 14th September 10.30 am-1pm for their open day
Tuesday 24th September
Tuesday 29th October
Tuesday 26th November
Time: 10am-12pm
Everyone is welcome! Please come along and join us.
If you have any questions please get in touch – Kerry.Saunders@ssfs.co.uk
