Navigating Senior Living
Includes a Live Web Event on 10/28/2026 at 12:00 PM (MDT)
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In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options. You will learn about all senior living options available, services offered, amenities available, fees structures and other key differentiators. You will hear actual uses cases and how other financial planners are leveraging these insights to support their clients. The information provided in this course will make CFP professionals and their clients more educated and informed consumers.
Competency Level: Foundational
FPA Competency: Client Care and Communication, Critical Thinking, Interpersonal Impact
CFP Board Topic: Retirement Savings and Income Planning
CFP Board CE Credit Hours: TBD
- Define the various types of senior living options available
- Be able to contrast the differences between senior living models of care and the advantages and disadvantages of each
- Recognize the inputs that impact and influence pricing
- Recommend important questions for clients to ask when evaluating and comparing senior living providers
Kristy Kennedy
Siver Bridges Consulting
Kristy brings a heart for service and over 25 years of expertise in the senior living industry. She spent a decade as a senior leader for one of the nation’s top five senior living organizations. Kristy also as VP of Operational Excellence at EmpowerMe Wellness, where she played a pivotal role in delivering ancillary services to over 1,000 communities across 40 states, enhancing continuity of care for those in senior living.
Ginger Noce
Silver Bridges Consulting
Ginger brings more than 25 years of corporate leadership experience, coupled with personal insight as a long-distance caregiver for her mother, with memory impairment. Her firsthand experience navigating the complexities of finding the right senior living community for a loved one gives her a unique perspective and deep empathy for families facing similar challenges.
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