CPD Webinar: rethinking estate planning beyond wealth
Could rising care needs and vulnerability become one of the biggest estate planning challenges facing your clients?
Join Henny Dovland, Business Development Director at TIME Investments and Stephanie Leung, Co Founder and CEO of KareHero, as they examine the growing intersection of health, care and wealth and what this means for your advice process.
The changing face of estate planning: aligning wealth and health
Wednesday, 16 September 2026 | 10am
Structured CPD
With regulatory scrutiny intensifying, advisers who fail to identify and plan for vulnerable clients risk poorer client outcomes, missed opportunities and weaker intergenerational engagement. This session will provide practical guidance to help you strengthen your approach and future proof your proposition.
In this CPD session, we will cover:
- How vulnerability is evolving and what it means for advisers in 2026
- Turning Consumer Duty obligations into opportunities for deeper client and family engagement
- How health and care planning can protect both wealth and outcomes
An introduction to KareHero’s Care Concierge and how it supports both clients and advisers.
Keep in touch with Time
TIME has one of the largest adviser support teams in the sector with full regional coverage with dedicated contacts.
Your local contact would be delighted to come out and see you, either face-to-face or virtually, to discuss how we can support you and your clients.
