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Bridging the Gap:
Navigating Senior Living Conversations with Senior Clients and Families

 

IFB Member: $18

Non-Member: $23

 

This presentation will equip financial professionals with essential strategies to navigate conversations about senior living options and future care needs with their clients and their families.

Led by an expert in senior housing, the session will cover the importance of proactive long-term planning, understanding various senior living options in Canada, and effectively navigating difficult conversations. Attendees will learn practical tools and techniques to handle complex family dynamics, build trust through storytelling, and ensure clients’ wishes are respected.

Financial professionals play a crucial role in supporting their clients through significant life transitions. By attending this presentation, you will gain valuable insights and strategies including the latest trends in senior housing to initiate and manage sensitive conversations about senior living with clients. Join us to enhance your ability to guide senior clients through long-term planning and difficult transitions with confidence and compassion.

 

 

IFB Members:
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Complete the form & payment for access to this course