Image For Activity Cover
Trends in Senior Living and Elder Care for Clients
Course Information
Content Level: Foundational
NAPFA Subject Area: E - Retirement Planning
Course Description

More than 58% of those caring for relatives in their homes are female. In this webinar, attendees will learn about the latest trends in senior living and senior care services. This topic is of great importance to an advisor’s client base, which is aging and looking for advice on how to research and pay for these services in the context of their financial plans. This will be a panel discussion with industry experts presenting the latest trends in both independent living and higher levels of care for clients.

This webinar is sponsored by the Women’s Initiative of NAPFA.

Learning Objectives
  1. Learn about the trends in senior living and the strengths/weaknesses of the different approaches to it
  2. Understand what clients who want to age in place are looking for, about the state of this industry and caregiving statistics regarding costs and availability
  3. Learn the latest about higher levels of residential care, assisted living and skilled nursing, including costs and availability
Speakers (moderated by Jenny Martella):
Laura O'Dea, CFP®
Laura O'Dea, CFP®, is a senior living care advisor for Assisted Living Locators and has been helping clients locate assisted living and higher levels of care for over a decade
Lori Anderson

Lori Anderson is senior director of sales & marketing at the Village on Morehead, a new retirement community in Charlotte, NC.

Availability: On-Demand
Access expires on 12/31/2025
Initial Cost: Member: $0.00
Non-Member: $39.00
Additional Cost: CFP® CE Quiz: $0.00 - $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
Powered By