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Welcome to MFP Wealth Management’s Retirement Café

The Retirement Café gives local people an opportunity to learn more about issues and challenges that may affect their retirement, over coffee and cake.

Once a month, pop along to hear experts talk about a range of topics such as coping with dementia, paying for care, Inheritance Tax or how to protect your wealth after you’re gone.

At the Retirement Café you can ask questions so you feel better informed and more confident in your retirement.

Information shared is for guidance only. You will definitely not be sold to at the Retirement Café. In fact, you cannot buy anything – not even the coffee! The coffee is on us and so is the chat.

The Retirement Café is brought to you by award-winning pension and retirement advisers, MFP Wealth Management. Chartered Financial Planner and author of Ready, Steady, Retire!, Justin King hosts the monthly event along with special guests.

The Retirement Café is held at MFP Wealth Management’s offices. Pop along from 10am to midday on one Friday of each month, starting on Friday 12th May 2017. Listen to experts talking about that month’s topic over a free hot drink and slice of homemade cake.

You can register your interest in these free events by clicking the dates below, so we can make sure we can accommodate everyone.

Retirement Café Events

Click the date of the event you wish to register for.

 Friday 12th May 2017:   Funding Care in Later Life

Justin King will be joined by two specialists in care.

Kerry Mason is Christchurch Business Manager of MyLife Living Assistance. Kerry has been involved in the care sector within Bournemouth and Poole for over 14 years and is also a Dementia Friends Champion. MyLife Living Assistance offers professional and compassionate support in the home, designed to help individuals stay comfortable and independent in their own homes.

Graham Duffy is Long Term Care Manager at Just, one of the UK’s leading providers of retirement financial solutions. He is also on the advisory board of the Society of Later Life Advisers (SOLLA) – an independent organisation that helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life.

Justin, Kerry and Graham will discuss how to go about finding the care you or your loved one needs and the different options available for funding care.

Register here.

Friday 16th June 2017:   Powers of Attorney

Paul Solomons, highly experienced estate planning solicitor and partner of Solomons Solicitors, joins Chartered Financial Planner Justin King to discuss Lasting Powers of Attorney. Paul is a member of both the Law Society and the specialist Society of Estate and Trust Practitioners (STEP). He has extensive knowledge and experience of all matters relating to Wills, Probate and Trusts, Inheritance Tax, Lasting Powers of Attorney and all relevant elder client law.

Justin is both a Chartered Financial Planner and Chartered Wealth Manager. He specialises in helping people retire with complete confidence, by providing individual pensions, investment and on-going wealth management advice in retirement.

Justin and Paul will discuss what are Lasting Powers of Attorney, why you should put one in place and how to go about doing so.

Register here.