Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding

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:

  1. Why staying in the home may not always be the most practical choice, even if it is perceived to be less costly;
  2. The various alternatives to staying in the home- in plain terms- and the pros and cons of each;
  3. What questions to ask in order to prompt meaningful discussion and planning;
  4. 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’s financial planning background and extensive knowledge of the senior living industry allows him to provide valuable insights to those who are considering a retirement community, as well as to professionals who consult others in the decision process, including financial advisors, accountants, retirement living sales counselors, and others.

Brad and his colleagues at My LifeSite have carefully reviewed close to 1,000 disclosure statements and sample residency contracts for retirement communities across the United States.

Before launching MyLifeSite, an online senior living research and forecasting tool, Brad spent 14 years as a personal financial advisor, focusing on sound planning for retirees.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Retirement Resource Center Risk Free GuaranteeYour 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.

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Overall Rating: 4.4 / 5

Retail: $29.00

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCSeniorLivingWebinar17

MP3 Audio Download and PDF handoutKnowledge Level: 3 – Intermediate

Retirement Insight and TrendsVisit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.

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Read the Key Retirement Takeaways by Brad Breeding from “Where Senior Living and Retirement Planning Intersect, Opportunities Emerge”:

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