Keeping Your Clients Safe While Downsizing

This presentation explores the financial, emotional, and practical considerations involved when clients downsize their homes later in life. It highlights the risks seniors and families may face during the downsizing process, including real estate fraud, financial exploitation, emotional stress, and poor planning decisions. The session emphasizes the importance of creating a coordinated strategy that integrates housing decisions with retirement, estate, tax, and cash flow planning. Advisors will learn how to help clients navigate property sales, assess lifestyle and care needs, protect assets, and facilitate family communication throughout the transition. The presentation also underscores the value of working collaboratively with trusted professionals to ensure clients can downsize safely, confidently, and in alignment with their long-term financial and personal goals.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 1h 5m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * CIRO (MFD)- 1 Business Conduct Non-Ethics credit (in bundles) * CIRO (ID)- 1 Compliance credit (in bundles) * Advocis - 1 IAFE Approved Ethics credit * CSI - 1 Compliance 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. (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: Barry Gordon

Barry Gordon is the CEO of Gordon’s Downsizing & Estate Services, a 65‑year‑old, family‑built company recognized as an industry pioneer in fully integrated real estate and transition services. Over his five decades of hands‑on experience, Barry has helped thousands of seniors and estate trustees navigate major life transitions with clarity, compassion, and proven systems. His team’s work has facilitated the sale of more than 3,500 properties, over $1 billion in real estate, and more than a million personal property items, earning Gordon’s national recognition for excellence in service and organizational leadership.