Month Flat Week Day
Monday, April 29, 2024 2:00 pm - 4:00 pm
2 Hours

Live ZOOM - Working with Senior Clients (2 HR CE ELEC)

Date/Time: Monday, April 29 from 2:00p - 4:00p

Location: ONLINE EBR has formed a new partnership with The Lancaster Institute to provide online education at affordable prices to EBR Members. All classes with The Lancaster Institute will be offered via online platforms. To register to the upcoming course follow this link:


Description: 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.