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X-WR-CALDESC:Events for The Lime Street Guide
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DTSTART:20180101T000000
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DTSTART;TZID=UTC:20181121T131500
DTEND;TZID=UTC:20181121T140000
DTSTAMP:20260827T142041
CREATED:20180806T202656Z
LAST-MODIFIED:20181021T155417Z
UID:45388-1542806100-1542808800@www.limestreetguide.com
SUMMARY:The value of an adviser - how an IFA can make a difference - Protection
DESCRIPTION:In this IIL financial services lecture Dan Atkinson will explain the importance of protection in financial planning and the role of the financial planner. \nWhen we plan for the future we often think about what might go ‘right’. We might be able to save sufficiently for a comfortable retirement. Our portfolios might deliver returns that support and sustain this. However\, what happens we things don’t go to plan? If our investments don’t deliver the returns we expect we may be able to make choices to retire later or adjust our lifestyle aspirations. But there some things that we can’t ‘adjust’ to that have a big impact on our clients’ financial plans. \nAside from the impact on family life\, events such as disability\, illness or death can have financial ramifications. Depending on the timing this could put a stop to planned saving and/or bring forward spending (either expected or unplanned). Indeed the same is true for businesses when a key employee or an owner experiences one of these. \nFinancial Planners are key to helping clients identify the potential consequences of these happening. Straight forward financial protection such as life cover\, income protection and critical illness can help reduce or mitigate the impact. \nBy the end of this lecture members would have gained an insight into: \n • The impact of disability\, illness and death on financial plans\n • The tools we have to reduce or mitigate the impact of these risks\n • How financial protection is a key part of a robust financial plan \nSpeaker Bio: \nDan Atkinson is an award-winning paraplanner at EQ Investors. He heads up the Technical Team who provide support for a team of 16 financial planners. Dan is active within the paraplanning community\, contributing to events and writing in the trade press. \nChair: \nWilliam Sallitt FPFS\, Associate Partner\, Chartered Financial Planner\, TEP. \n		\n\n							\n					Share this event with your colleagues:\n				 \n			\n			\n\n								\n		\n\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Facebook\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Twitter\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																LinkedIn\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Email\n									\n						\n\n											\n					\n									\n			\n					\n		\n			\n		\n		This event requires membership. Please visit the organiser's website for more information.Visit Event Website
URL:https://www.limestreetguide.com/event/the-value-of-an-adviser-how-an-ifa-can-make-a-difference-protection/
LOCATION:The Old Library\, Lloyd’s of London\, One Lime Street\, London\, EC3M 7HA\, United Kingdom
CATEGORIES:Education & Training
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GEO:51.512999;-0.082006
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=The Old Library Lloyd’s of London One Lime Street London EC3M 7HA United Kingdom;X-APPLE-RADIUS=500;X-TITLE=One Lime Street:geo:-0.082006,51.512999
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