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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 senior living options available, services offered, amenities available, fee structures and other key differentiators. You will also gain a deeper understanding of the options for funding. The information provided in this course will make CFP professionals and their clients more educated and informed consumers.

Learning Objectives:

1. Define the various types of senior living options available 2. Be able to contrast the differences between senior living models of care and the advantages and disadvantages of each 3. Recognize the inputs that impact and influence pricing 4. Understand the funding options available 5. Recommend important questions for clients to ask when evaluating and comparing senior living providers

Webinar category
Presenter Material
Plans
Pending plans
IAR program ID
C27781
Product and Practices Course ID
C27781
Product and Practices Topic
Senior Living
Course Provider Name
Kristy Kennedy
Instructor First Name
Kristy
Instructor Last Name
Kennedy
Masterclass Series
Off
On Demand Masterclass
Off
Simulated Webinar
Off
Approved for CE Credit in Year
2025