Real Estate Transitions in the Aging Years

This presentation emphasized the vital role of real estate in financial planning during the later stages of life and the importance of financial advisors serving as trusted partners throughout the process. It introduced the PACT framework—Plan, Activate, Communicate, and Transition—as a guiding model for addressing key financial priorities, including daily spending, emergency preparedness, and legacy planning. Real-life client scenarios illustrated the need for substantial retirement savings, effective management of rental properties, and thoughtful decision-making around downsizing and property transitions. The presentation stressed the importance of clear communication and proactive planning to minimize family conflict and support smooth, informed transitions in the aging process.

Presentation Preview:

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How to Earn Your CE Credit?

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CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Real Estate Transitions in the Aging Years
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Marc Séguin

Marc is the author of Advocacy in Aging, a book about estate and healthcare planning for the living years. After a successful career commercializing innovations, Marc turned his attention to the challenges of financial and personal care management for life transitions. He has helped many families including his own, plan for and deal with the inevitable changes in life that aging and unexpected events bring. These experiences have enabled him to crystallize an approach, in everyday language, to maintaining continuity in financial affairs and personal care. Marc, a father and grandfather, lives in Ottawa with his wife of 37+ years. He loves the outdoors and is an avid skier.