Better Understand How Place Impacts the Well-being of You and Your Clients, Learn of Tools to Help Your Practice and Differentiate from the Competition 

More and more, people are looking to not just live a financially secure life but one that is also long, purposeful, socially connected and physically well. In other words, people want to thrive across an increasingly long life.

Financial advisors are in a position to help their clients thrive, not just financially, but holistically.

A key area that helps drive healthy longevity is place, both literally and figuratively. Living in the right place meets one’s physical, emotional, and psychological needs. Even more, where one lives is foundational for cultivating purpose, social connections, and physical wellness. One’s home is also often a key financial asset as well as a key ongoing cost.

The Right Place Webinar for Financial Advisors is a one-time, hourlong session that will help participants gain a foundational understanding of the importance of place to live a healthy long life, learn approaches to broker initial conversations about place with your clients about place and offer an opportunity for questions and answers.

As background, Here will soon be offering the Right Place Workshop and Right Place Course for consumers. The workshop is a one-time, two-hour session that will help participants gain a foundational understanding of the importance of place to live a healthy long life, an overview of a wide-range of housing options and walk away with a one-page plan with next steps to formulate your own Right Place Plan. Participation is limited to about twenty people.

The course is a four-session experience that will empower participants to lean into finding their right place. Leaning on videos, an online workgroup, facilitated discussion with peers and experts, this course will provide specific insights leading to a delivered Right Place Plan. Participation is limited to approximately a dozen people.

Ryan Frederick, author of Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life and CEO of Here, will help lead these offerings. Ryan is a leading national expert on place and healthy longevity and has educated thousands of consumers through keynote talks, workshops, videos, blogs, online assessments and his book.

If you are interested in learning more about the Right Place Webinar for Financial Advisors, please fill out the form below and you will be notified of the timing of the webinar.