Join nationally recognized CCRC expert Brad Breeding for a timely and practical webinar designed to equip financial advisors with the insights and tools they need to better counsel clients considering a move to a Continuing Care Retirement Community (CCRC).
You’ll learn:
- What differentiates CCRCs from other senior living options
- How contracts, fees, and care levels impact financial planning
- Key questions advisors should ask when evaluating a CCRC
- How to guide clients through affordability and lifestyle decisions
- New advisor-focused tools that make CCRC comparisons easier and more transparent
Whether your client is actively exploring a CCRC or just beginning to think about long-term living options, this session will help you become a more informed and trusted resource.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
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: www.nasbaregistry.org.