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:
- 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’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.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
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Overall Rating: 4.4 / 5
Video and audio MP3 formats available
Specifications: 60 minute webinar course
Knowledge Level: 3 – Intermediate