Most senior adults prefer to stay in their home as long as possible – after all, home is where the heart is.
Yet, this may not always be the most practical choice.
Retirement professionals are uniquely positioned to prompt important discussions between senior clients and their family members about lifestyle, housing, and healthcare needs that may arise in the future. But with so many types of senior housing choices and considerations, how can you best guide your clients through the important decisions?
“Where Senior Living and Retirement Planning Intersect, Opportunities Emerge” will help you understand the options, as well as key retirement planning implications.
In this one-hour session, you will learn:
- Why staying in the home may not always be the most practical choice, even if it is perceived to be less costly;
- The various alternatives to staying in the home- in plain terms- and the pros and cons of each;
- What questions to ask in order to prompt meaningful discussion and planning;
- Retirement planning needs related to the various senior housing choices
Brad Breeding, CFP®, president and co-founder of MyLifeSite.net, and a nationally recognized expert speaker
Brad is president and co-founder of MyLifeSite.net, and a nationally recognized expert speaker on retirement planning and the senior living industry.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
Overall Rating: 4.4 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 3 – Intermediate
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.