Planning your future in Portugal
You’re never too young to plan for older age
Waiting list only
afpop is delighted to announce its upcoming seminar: Planning your future in Portugal under the theme: You’re never too young to plan for older age, taking place on Tuesday, 28 April at Boavista Resort – Lagos.
The event, conducted in English, is open to the public and aims to provide practical guidance for planning your future in Portugal.
Each speaker will share their expertise on key topics, including:
- Networking and Support – The British Consulate will guide participants on registering contacts and building support networks.
- Health and Insurance Planning – Health insurance plans tailored to expatriates.
- Funeral and Ceremonial Arrangements – Explaining available funeral plans and services.
- Legal Planning – Covering important legal topics, including wills and powers of attorney.
- Financial Planning – Advice on asset inventories, international coordination, and tax implications in Portugal.
- State Support Services – A social worker will outline options available through the Portuguese public system.
- Community Safety – The PSP will present the “Idosos em Segurança” programme, offering guidance on how seniors can stay safe and explaining how the police support vulnerable members of the community.
Time: 10h00 – 12h30
Cost: Free to attend (prior booking with afpop required)
Limited number of places available
The Speakers
MEDAL Seguros
João is Chief Operating Officer at MEDAL, a family-owned brokerage founded in 1996. Having joined the business in 2010, he has played a central role in its growth and operational development, helping to strengthen MEDAL’s position as a leading insurance broker to expats in Portugal. João holds a degree in Business Management from the University of the Algarve and a Master’s in Business Management from ISCTE Executive Education. His presentation will focus on health insurance and the Portuguese healthcare system from a practical perspective for foreign residents.
ESJ Advogados
LLB from the Classical University of Lisbon; admitted to the Law Bar Association since 1986.
Practising as a solicitor since 1987; founding partner of Eduardo Serra Jorge & Associados – Sociedade de Advogados, with particular dedication to national and international companies, as well as cooperative and associative entities, in the fields of Civil, Commercial, Employment, Administrative and Tax Law.
Dr. Eduardo has delivered various training sessions for the Luso-Spanish Chamber of Commerce and Industry, the Luso-German Chamber of Commerce and Industry, Global Estratégias, SL, Sinálise, NERA and ANJE.
Servilusa
47 years old, Postgraduate degree in Marketing and Sales Management from IPAM, Lisbon. In 1998, entered the funeral industry as a funeral service operator. In 1999, assumed the role of Specialized Technician responsible for the organization of funeral services, and in 2001, joined the International Department of Servilusa in the same role. Specialized in dealing with all the formalities in case of a Repatriation. In 2010 , began working as Commercial Coordinator in Lisbon until June 2025, after which assumed the role of Business Unit Manager for the South (Alentejo and Algarve) to the present.
PSP
Speaker: Sub-Commissioner serving as Commander of the Portimão Police Station Cátia Santos
- Support from the security forces to the senior population through the programmes “Idosos em Segurança” and “Residência Segura”
- Difficulties and challenges in supporting foreign residents in vulnerable situations
- Preparing for old age in Portugal
The PSP will present information related to ‘Idosos em Segurança’, whose main objective is to detect cases of social, physical, or psychological vulnerability within the community. The PSP aims to explain how they can best support vulnerable elderly people and share simple tips on how older adults can remain safe.
Social Services
Paula Marques will present an overview of the social services support she provides related to specialised support to older patients during the transition period prior to hospital discharge. Her intervention focuses on ensuring continuity of care, assessing social and family support networks, identifying risks associated with returning home, and coordinating with community services to secure the appropriate post discharge arrangements. She works closely with multidisciplinary teams to promote a safe and dignified discharge process, particularly for elderly individuals with high levels of physical or cognitive dependency.
British Consulate
British Consular Services in Portugal and Cape Verde provide 24/7 support to British people living, working, or travelling in the regions. Our mission is to deliver timely, empathetic, and professional assistance, prioritising the needs of British nationals during moments of vulnerability. We work as one team from offices in Lisbon and Portimão ensuring consistent help with a variety of situations such as hospitalisations, detentions, welfare concerns, mental health, and victims of crime.
Our aim is for British nationals to feel safer and better supported abroad through clear guidance, strong prevention work, crisis readiness, and high quality casework. We are committed to continuously improving our end to end services—integrating our global 24/7 Consular Contact Centre with the face to face support delivered locally—so that British people abroad always receive seamless, reliable, and modern consular support.
Ingenium Financial
Phil is a UK & EU qualified, Chartered Financial Adviser and founder of Ingenium Financial which operates under full EU license enabling him to provide indemnified investment advice.
He has over 10 years experience in Financial Advisory and 30 years experience in asset management and fiscal responsibility.
Phil is dedicated to helping individuals, families, navigate the challenges that come when leaving their home country to come and live in Portugal and make confident, informed financial decisions.
From his base in Loulé he proudly serves clients across Portugal including Lisbon, Porto offering both in-person and remote financial advisory services.
Boavista Golf & Spa
Boavista Golf & Spa opened in January 2002 and quickly became established as one of the Western Algarve’s premier resorts. With an exceptional 18 hole championship course, it is one of the Algarve’s most beautifully manicured courses, bordered by properties all designed to harmonize with the land’s natural contours.
Link to location description and map: Here
