ONLINE: This course will cover the ins and outs of continuing care retirement communities: what they are, how the residency contracts work, how to evaluate them, personal financial considerations and much more. We will also cover the ways in which CCRCs differ from other senior living communities and the tradeoffs to consider when comparing the different types of options. Attendees will walk away feeling better prepared to effectively navigate senior living decisions. | Lecture + Q&A.
Max enrollment: 30.
Brad Breeding spent over 12 years as a personal financial adviser before co-founding myLifeSite.net, an online company that develops tools and content resources used by retirement communities to help older adults more effectively navigate complex senior living decisions. In early 2022, after 10 years of growing myLifeSite, Brad returned to his professional roots as a financial adviser by joining UBS Wealth Management, where he continues to work with retirees and high net worth families.