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.

Your presenter is 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

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.

Overall Rating: 4.4 / 5

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!