Our Lifelong Learning Committee brings you
Aging and its Financial Implications:
Planning for Housing
Regional Director, Arizona
Legg Mason Global Asset Management
Senior housing options and insight on the associated financial planning challenges and implications. Discuss various housing options, cost structures, quality of life issues and how these options affect an individual's or couple's financial security.
Attendees will gain an in-depth overview of the trends that may impact client retirement decisions.
Attendees will understand the myths and realities of aging.
Attendees will understand the different housing options available to seniors.
Attendees will learn from case studies of distinct and common scenarios of aging and highlight financial considerations of each.
Acquire tools and resources necessary to educate and communicate with clients on the available housing options.
Be one of the first 25 to register and receive our VIP welcome!
Registration opens: 2:45 p
Approved for 1 hour of CE for CFP(R) candidates and 1 hour of CE for life insurance professionals.