Webinar: What’s the Deal with Retirement Communities? - February 2

Date: Thursday, February 2, noon – 1 pm ET

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With a rapidly aging population, financial advisors and other planning professionals will begin to get more questions about senior living and closely related topics. But with so many types of choices and consideration, how can you best guide your clients through the important decisions? Brad’s presentation is designed to help make this process easier by describing, in plain terms, what your clients need to consider, what questions to ask, and how to sort through the choices.

Presenter:

Brad Breeding, President & Co-Founder, My LifeSite

Brad is the President and co-founder of My LifeSite, a company that develops web-based tools and resources designed to help families and their advisors make better-informed decisions when considering a Continuing Care Retirement Community (Life Plan Community).

Prior to My LifeSite, Brad was a financial advisor for 13 years and maintains the Certified Financial Planner™ certification. This combined expertise allows him to provide valuable insights about lifestyle, healthcare, and financial planning considerations related to retirement living selections.

He has been quoted in national media such as Money Magazine, Kiplinger’s Magazine, Wall Street Journal’s MarketWatch, and USA Today. Brad is the author of a book released in 2014 titled, “What’s the Deal with Retirement Communities?” with an updated version scheduled for release in early spring of 2017.

RMA® Reminder: Attendance at the webinar (or its replay) counts towards required CE for RIIA®’s RMA designation.  One webinar = 1 hour of credit.

For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.

Special Thanks to:

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