Next Steps

In closing, here are some tips for making a senior housing plan:

• Start early and set long term goals.
• Explore different housing options and the associated costs.
• Consider factors such as the location, the amenities, and support services.
• Discuss the benefits of saving, investing, and utilizing your retirement accounts.

And after hearing all of this information ...

What's the one thing you won't want to give up from your current living situation?

What would you be willing to let go of?

And finally, I would like to remind you that if you have any questions, if I can help you with anything, you can reach out to me. I also invite you to attend our monthly Zoom conversations about these topics.

Next Steps:

• Email David Treece with any additional questions you may have.
• RSVP for an upcoming monthly financial counseling session.
• Explore attendee-only resources, videos, and links listed within each lesson.