The Intersection of Financial Advisor and Senior Living: What You Should Know and Why

With a rapidly aging society it will be increasingly important for financial advisors to have a clear grasp of the senior living landscape and aging considerations. Planning for access to care is equally as important as planning for the potential cost of care. Yet too many families wait until a significant health even occurs before exploring the options. This presents an opportunity for advisors to increase the value of their service offering and client loyalty. It also opens the door to new planning opportunities and a better connection to clients’ heirs. Based on his extensive knowledge of the senior living industry, combined with his financial planning background, Mr. Breeding will provide a clear and concise description of the various housing living options- including staying in the home, the most important considerations of each, and how to make incorporate this important subject into your advisory practice