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Most people think of the moving process the same regardless of age or circumstance, but as people reach their later years, moving is harder, more complex, and frankly, "Overwhelming." This webinar features Senior Housing experts Nikki Buckelew and Betsy Phillips who will outline the various living options available to seniors and best practices for moving, especially when downsizing. They will also also discuss voluntary moves and involuntary moves and how they impact finances, emotions, and long term wellness outcomes. They will share the methods they've used to help clients simplify the process, which allows clients to work at a more manageable pace while also maximizing their equity and overall reducing costs.


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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