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Tuesday, August 12, 2025 Live Webcast

Where To Live in Retirement (X1-WTR2-2025-01-WEBNR-224-01)

10:00 AM - 12:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in TX
4 CPE Credits in AA

OVERVIEW

Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met.

DESIGNED FOR

Anyone considering all the issues regarding where to live in retirement

BENEFITS

  • Understand all the relevant issues that need to be considered in deciding where to live in retirement

HIGHLIGHTS

  • Does continuing to live at the current location meet retirement goals and lifestyle?
  • Are there family concerns such as an elderly parent that prevent moving away from the current location?
  • Is the current location affordable when income from a salary ceases?
  • What health concerns are there that would limit the ability to move to another location?
  • Is an assisted living facility something that should be considered now or in the future and is a suitable one available?
  • What happens if a person is disabled while retired?
  • Are there state and local tax considerations that would encourage staying in place or moving?
  • Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location?
  • Should a retiree downsize?

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Mike Callahan

Mike Callahan, FSPA, CPC, EA, RMA, CWS

PRICING

$109.00 - Member

$129.00 - Nonmember

Register Today


Note: Online pre-registration will close on August 12 at 9:30 AM.

ADDITIONAL OPTIONS

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ALSO AVAILABLE

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

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