Tuesday 3rd May
Speaker: Keri Carter on The importance (and pitfalls) of writing a Will
Keri is an award-winning Financial Planner and Managing Director of the highly-regarded Broadway Financial Planning. Keri has a wealth of experience advising clients who are reviewing their estate planning requirements or seeking advice following a bereavement.
Keri will highlight the basics associated with writing a Will and the reasons why it’s so important to have one. During this session, she will also highlight some examples of how the choices you make when writing a Will can result in unintended outcomes!
Broadway Financial Planning: www.broadwayfp.co.uk