Helping senior clients through a housing transition requires more than just real estate expertise—it requires compassion, patience and an understanding of the unique challenges that accompany major life changes. The senior market is one of the fastest growing segments in real estate and helping older adults navigate a move can be among the most rewarding work you’ll do. You will leave this class with actionable strategies, resources, and a deeper understanding of how to serve senior clients with confidence, compassion and expertise.
In this dynamic and practical class, you’ll learn how to confidently guide senior clients and their families through the decision-making process, from exploring housing options and addressing family dynamics to preparing a longtime family home for sale and managing the move itself. We will discuss the myths and realities of aging, strategies for identifying a senior clients’ lifestyle and accessibility needs, and ways to create a smooth transition plan that minimizes stress. Plus, you will also gain insights into financial and legal considerations, when to involve subject matter experts, and how to position yourself as a trusted resource.
Key Takeaways:
- Create a housing roadmap tailored to senior clients’ goals
- Navigate family involvement
- Identify housing, lifestyle and accessibility needs
- Help clients prepare their homes for sale and manage downsizing
- Coordinate timelines and moving logistics
- Understand when to refer clients to subject matter experts
Instructor: Lee-Ann Spacek,, ABRM, CRB, GRI, SRES.
1-hour credit requested.
Lunch available at 11:30 a.m.
Please contact naylsworth@akronclevelandrealtors.com with dietary restrictions.
