“What-If” Planning, Financial Strategies for Retirement, Long-Term Care, and Housing

This webinar will explain how creating a financial plan is essential for making informed decisions and answering the questions “ What if? in retirement. It helps address concerns such as the risk of outliving one’s savings, inheritance considerations for children, the impact of long-term care needs on financial stability, and planning housing options as we age. When evaluating housing, financial considerations, safety, and isolation are all factors. What are the alternatives and is assisted living affordable?

Speaker: Joseph Soricelli AIFA, CMP, Aging Solutions Management