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.
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
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