Webinars
Our webinar series are thoughtfully designed for Certified Financial Planners® to help you better understand and support the financial and health-related needs of your aging clients.
As financial professionals, we know that none of us can be experts in everything—and that’s okay. Your value lies in your ability to guide clients toward the right resources and trusted experts when it matters most.
Our Webinars are designed to help you do just that.
We’ll cover real-life issues your clients are already facing—or will soon—from health changes to housing transitions, long-term care, cognitive decline, and more. These are the conversations that are hard to start but essential to have.
Understanding how to leverage home equity isn’t just a smart strategy—it’s a way to preserve your income and protect your clients’ retirement. Learn how to spot future roadblocks early, open the door to proactive planning, and stand out by offering guidance that goes beyond traditional financial planning.
If you see a topic below that would benefit your clients, feel free to share the registration link. We won’t contact them directly, and we encourage you to have them list your name and contact info when signing up.
Stand out by offering more than numbers—offer solutions.
“Leveraging Home Equity
in the Face of Rising Care Costs”
JUNE 24th, 2025- 12PM
This essential seminar gives financial professionals a comprehensive look at today’s rising demand for in-home care—and the pressing need for creative, sustainable solutions. Attendees will learn how to support clients aging in place by understanding care levels, cost gaps, and innovative funding options, including the strategic use of home equity.
“Home Equity as an Asset Class”
JUNE 26th, 2025- 2PM
This educational workshop is designed to help CFP® professionals think differently about retirement planning by introducing home equity as a powerful and underutilized asset class.
Discover why home equity is the largest, yet often overlooked, asset in most retirees’ portfolios
“Five Pillars to Successful Aging: A CFP’s Guide to Enhancing Senior Client Relationships”
JULY 22ND, 2025- 12PM
This insightful workshop is designed to help Certified Financial Planners® deepen their relationships with senior clients by integrating lifestyle considerations into financial planning. Learn how to guide clients through essential decisions that impact their health, housing, and legacy—before a crisis occurs.
