Bridgewater Equity Release is to hold its next roundtable adviser workshop on 17 June in Plymouth.
The roundtable session will cater for advisers wanting to increase their understanding of equity release and will include discussions on State benefits and the legal implications of releasing equity.
Chairing the debate will be Chris Prior of Bridgewater, with Peter Barton of Ashford’s Solicitors and Gareth Morgan of Ferret Systems also taking questions.
This is the third roundtable of its kind and the first to be held in the South West. The event will be held at Ashford Solicitor’s Plymouth Office at Princess Court, 23 Princess Street, Plymouth PL1 2EX.
The event begins at 10am for coffee with the roundtable starting at 10.30am and finishing at 12.30, followed by lunch and the opportunity for further networking.
Prior said: “Having held successful roundtable events in both London and Gloucester last year this will be the third time we follow such a format and have chosen Plymouth as our next venue. As always advisers will be able to quiz our experts on specific areas, particularly State benefit-related and any legal questions they might have. We also encourage all attendees to get involved and talk about their successes, business models, processes and the significant issues they face working in the equity release sector.
“Advisers should be clear that this is not a series of presentations like our Masterclass sessions but the roundtable format provides an opportunity for them to ask questions and take a healthy part in discussions on all manner of equity release-related issues. Our previous events have generated quality debate and offered up a chance for advisers to share, and gain, knowledge not just from the experts but also their immediate peer group.
“This is certainly an exciting time for the equity release sector with business levels showing strong increases therefore we hope advisers will be able to come to Plymouth and take home a wealth of knowledge on how to develop their firms further.”