Your Role in Retirement Planning: Guiding Prospective Senior Living Residents

Posted by Brad Breeding on March 6, 2020

 

If you are a member of the sales and marketing team at your [independent living or life plan] retirement community, did you know that you are in the retirement planning business? You may not think so because, for most people, the phrase “retirement planning” translates to “financial planning." But I would encourage you to broaden your scope of what retirement planning includes.

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Topics: Senior Living Seniors Financial Wellness Life Plan senior wellness aging wellzesta marketing senior care retirement mylifesite


Money matters: focusing on financial wellness

Posted by Evangeline Wilds on February 11, 2019

Even though your residents are retired, there are still ways that you can help them strengthen their financial wellness and make good choices with their money. Here are some tips for how to incorporate financial wellness into your community’s wellness programming.

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Topics: Senior Living Seniors Money Wellness Financial Wellness