Are you helping your clients determine if it's best to remain in their current home as they age or to embark on a journey to finding a new residence? Or is your client struggling to navigate these discussions with an aging parent or loved one? The choice between aging in place and moving can be complex and deeply personal. Numerous factors are to be considered.

We invite you to join FPA’s Women and Finance Knowledge Circle as we host Bode Hennegan – Founder & President of Life Managers, for a virtual event on "Should I Stay or Should I Go? Making the Decision to Age in Place or Move." Bode will cover the key considerations essential for evaluating this crucial decision and give tips on having these discussions with clients.

How to Assess the Current Home: Understand the practicalities of evaluating whether the current residence can adequately accommodate your client’s needs as they age.

Planning for Interdependence: Learn which strategies help navigate interdependence and how clients can relinquish specific responsibilities to ensure a smooth transition.

Financial and Emotional Costs: Gain insight into the financial and emotional implications associated with both aging in place and moving to a new residence.