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Equity Release Masterclass for Professionals

Wednesday 11 September 2013, 9.30am - 10.30am

Equity Release Masterclass

We will be holding two events for solicitors, accountants and other relevant professionals, supported by Just Retirement and Partnership – with alternative dates for your convenience. The dates are as follows:

Monday 5th August 9.30 - 10.30am FMB Office, Shenstone House, Kendal

Wednesday 11th September 9.30 – 10.30am FMB Office, Shenstone House, Kendal

The benefits of our masterclass

  • An introduction to equity release
  • Identify the types of client for whom equity release might be appropriate
  • Gain an understanding of the different types of Equity Release
  • Understand the pros and cons
  • Discover how financial planning using Equity Release can have a positive outcome for your client
  • Understand the process we would go through to ensure the client and their family understood the product and the future impact as well as benefits

Please contact Ruth now to book a place, or call her on 01539 725855

Also available for booking now:

Long Term Care planning

23rd September 9.30-10.30, Shenstone House

Click here for details and booking

Check out our complete list of forthcoming events.

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Financial Management Bureau Ltd is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786