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VIRTUAL: Working with Senior Clients

April 29 @ 3:00 pm - 5:00 pm

VIRTUAL LIVE ZOOM CLASS 
Camera REQUIRED for CE Credit.
This Virtual course is being provided by Lancaster Institute

Working with Senior Clients
(DEE3878) 2 hours of Elective credit |  Instructor: Brent Lancaster

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..

THIS IS A LIVE ZOOM CLASS – REGISTRATION CONFIRMATION AND ZOOM LINK WILL BE PROVIDED 48 HRS BEFORE CLASS DATE VIA LANCASTER INSTITUTE.

REQUIREMENTS:
* A computer or tablet: (CAMERA IS REQUIRED TO BE ON FOR CE CREDIT- microphone not required) – this is a live webinar.
* An internet connection
* A Zoom account (free) -The name on your Zoom account MUST match your license name (not a username, phone number or email).

Price: Members $30 | Non-members: $45 | Gold Card holders: $10

Register Here

Details

Date:
April 29
Time:
3:00 pm - 5:00 pm
Event Category:

Venue

ZOOM w/Lancaster Institute
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