The sessions, aimed at equity release advisers who want to be experts in their field, will take place at four locations – Solihull in September, Leeds in October, Bristol in November and London in December.
At each event Peter Barton of Ashford’s Solicitors will offer guidance on the legal aspects of equity release cases while Peter Welch, intermediary director at Touchstone Equifax, will highlight how advisers can target more customers in the sector.
In addition, Chris Prior of Bridgewater Equity Release will be reviewing the equity release market as it stands.
The first event takes place on Tuesday 23 September in Solihull at the Village Hotel, The Green Business Park, Dog Kennel Lane, Shirley, Solihull B90 4GW.
The Leeds event takes place at the Village Hotel Leeds South while both the Bristol and London sessions take place at Ashford’s Solicitors offices in those cities.
The event is free for all equity release advisers and is aimed at brokers already active in the equity release sector. Each session begins at 9.30am for a 10am start before finishing at 12.30pm with lunch and networking opportunities for all delegates.
Chris Prior (pictured), manager of sales and distribution at Bridgewater Equity Release, said: “In these four masterclasses we will be covering a diverse range of topics including the legal ramifications of equity release, the data advisers can use in order to help grow their customer base and a wider look at later life advice in order to satisfy the wider needs of existing and potential clients.
“Our aim as always is for advisers to hear from experts in their field and explore some of the key issues affecting the sector and the potential opportunities that exist within it. We are sure there will be something for every equity release specialist that attends and look forward to meeting up with advisers across the country from September onwards.”
