About the webinar
Date: Wednesday 21 October 2020
Time: 11.00 - 11.30am
CPD 30 mins (structured)
In this webinar, Francesca Gandolfi will be looking at why it is important to include later life planning when speaking with clients and explaining the options clients have with the funding and actual care.
About the presenter
Francesca Gandolfi, Technical Manager for the ican Technical Services team, provides technical support on trusts, tax and estate planning. Before this, she was a financial adviser and specialised in care fees planning – helping clients maintain financial independence pre and post retirement. She’s also worked for providers, dealing with platforms, investments, retirement and equity release.