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Larry Pon
As more clients consider senior living options, financial advisors are increasingly expected to guide them through both the financial and tax implications of these decisions.…
Kristy
Join senior living consultants Ginger Noce and Kristy Kennedy for a fascinating look at the common challenges families face when making care choices for a loved one, from…
Veronica Darling
Dementia changes everything—how decisions are made, who can make them, and when critical planning opportunities may be lost forever. Yet many end-of-life plans are created without…
Lauren Clough
As aging-care challenges rise, financial advisors are increasingly the first call when families face cognitive decline, senior-living decisions, home-safety concerns, or end-of-…
In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options. You will learn about all…

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