10.24.2023 - Downsizing
Downsizing and Moving is Different for Seniors
Presented by Nikki Buckelew, PH.D., Seniors Real Estate Institute
This webinar features Senior Housing experts Nikki Buckelew and Betsy Phillips who outlined the various living options available to seniors and best practices for moving, especially when downsizing. They also discussed voluntary moves and involuntary moves and how they impact finances, emotions, and long-term wellness outcomes.
A few resources discussed during the webinar:
How to Say It to Seniors: Closing the Communication Gap with Our Elders
Attendees Comments:
A few comments from listeners when asked what they learned during the webinar:
It's critical that you understand the wide variety of facilities and services that are available. More importantly, it would be almost impossible for an "every-day" advisor to understand and advise on all options without the help of a certified expert like the presenters.
- Scott S.
It's important to ask for financial information when considering alternatives.
- Stephen F.
Outstanding! Very good information, very knowledgeable presenters. The book by David Solie was a good suggestion - I've already ordered it. And the info about the Move Managers was new to me and should be very helpful to clients going forward. Thanks so much!
- Frank M.
There are senior down-sizing issue, services, and assistance that I was not aware of.
- Mark Z.
"Read the contracts carefully (make sure they can't kick you out)- and check financials of community before buying.
Referral services- be careful who you use. The cons could have big impact on placement. "
- Maria Z.
It's critical that you understand the wide variety of facilities and services that are available. More importantly, it would be almost impossible for an "every-day" advisor to understand and advise on all options without the help of a certified expert like the presenters.
- Scott S.
It's important to ask for financial information when considering alternatives.
- Stephen F.
Outstanding! Very good information, very knowledgeable presenters. The book by David Solie was a good suggestion - I've already ordered it. And the info about the Move Managers was new to me and should be very helpful to clients going forward. Thanks so much!
- Frank M.
There are senior down-sizing issue, services, and assistance that I was not aware of.
- Mark Z.
"Read the contracts carefully (make sure they can't kick you out)- and check financials of community before buying.
Referral services- be careful who you use. The cons could have big impact on placement. "
- Maria Z.
It's critical that you understand the wide variety of facilities and services that are available. More importantly, it would be almost impossible for an "every-day" advisor to understand and advise on all options without the help of a certified expert like the presenters.
- Scott S.
It's important to ask for financial information when considering alternatives.
- Stephen F.
Outstanding! Very good information, very knowledgeable presenters. The book by David Solie was a good suggestion - I've already ordered it. And the info about the Move Managers was new to me and should be very helpful to clients going forward. Thanks so much!
- Frank M.
There are senior down-sizing issue, services, and assistance that I was not aware of.
- Mark Z.
"Read the contracts carefully (make sure they can't kick you out)- and check financials of community before buying.
Referral services- be careful who you use. The cons could have big impact on placement. "
- Maria Z.