Later Life Financial Planning Informative Talk
Date: Tuesday 28th October
Time: 6pm – 7pm
Join us as we welcome Akbar Patel, an experienced Independent Financial Planner from the BBT Group, for a valuable session on estate planning. Learn about wills with trust planning, powers of attorney (POAs), deed of variation, and transfer of equity. The talk will conclude with an interactive Q & A session to explore your personal questions and goals. Don’t miss this opportunity to gain support on important later life planning topics. Light refreshments will be provided.


Paul Turvey
Community Relations Manager
Are You Interested In This Event?
If you’d like to come along, our friendly Customer Relationship Manager, Paul Turvey would love to see you there! Just give them a quick call at Mill House or drop them an email at Mill House to let them know you’ll be joining us.