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ZOOM - Working with Senior Clients (EDU)

August 10, 2023 9:00 AM - 11:00 AM (CDT)

Description

Instructor: Brent Lancaster 

Course Cost: $19

This course will help you to identify issues and factors that influence older adult’s decisions to buy or sell a home. Learn how household composition impacts things such as retirement plans and living arrangements to better serve clients in this stage of life. Finally, we will review the various tax issues that may impact clients over 50 years of age.

GDWCAR must receive a cancellation notice in writing 72 hours prior to the class/event for a full refund.

A $10 fee will be added to your account if your registration is not cancelled according to the Cancellation/Refund policy. This fee must be paid before registering for another course/event with GDWCAR.

Location

Zoom

Course#43397

2 CE hours

Contact Information

GREATER DENTON/WISE COUNTY AOR
Name: Brittany Shelton
Phone: (940) 387-8212
Email: mls@gdwcar.com
Details: Hannah Bray The Lancaster Institute 1-800-448-5693 hannah@lancasterinstitute.com