Insights on Continuing Care Communities
What You'll Learn
There are 2,000 Continuing Care Retirement Communities (CCRCs) in the U.S. that offer seniors a home where they can truly age-in-place while getting the care they need. BUT they often require a SIGNIFICANT investment of hundreds of thousands of dollars and you have to be…
Tom Dickson
Financial Experts Network
I'm here to help! Whether you have questions about our membership plans, CE options, or need guidance on the right program, reach out below — a member of our team (often me) will get right back to you.
Have a Question?
We're Here to Help.
Get expert answers about our membership options, CE programs, webinars, pricing, and more. Call now or request a call back — we're happy to help.
There are 2,000 Continuing Care Retirement Communities (CCRCs) in the U.S. that offer seniors a home where they can truly age-in-place while getting the care they need. BUT they often require a SIGNIFICANT investment of hundreds of thousands of dollars and you have to be careful to ensure the facility is in sound financial shape.
Join nationally recognized CCRC expert Brad Breeding for a 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.