Learn how to help older adults and their families through downsizing and later-life moves: housing options, timelines, family dynamics and trusted partners.
What you’ll learn
- Understand the housing options available to older adults
- Plan downsizing and move timelines with clients and families
- Communicate respectfully and avoid pressure tactics
- Coordinate move managers, estate sale and senior-living partners
- Recognize financial-exploitation red flags and when to refer
Lessons
Senior Home Sales Specialist Course — Lesson 1: Working with older clients
Senior Home Sales Specialist Course — Lesson 2: Housing options
Clients need to understand their choices. You learn the differences between aging in place, 55+ communities, independent living, assisted living and other options. In this lesson Aging in place and home modifications 55+ and independent living Assisted living and care settings Put it into practice Build a one-page comparison of housing options in your area. […]
Senior Home Sales Specialist Course — Lesson 3: Downsizing and decluttering
Decades of belongings take time to sort. This lesson covers downsizing plans, estate sales and donation options. In this lesson Downsizing plans Estate sales and consignment Donation and disposal Put it into practice Create a room-by-room downsizing plan. Note: This course is skills training, not an approved pre-licensing or CE course. Licensing rules vary by […]
Senior Home Sales Specialist Course — Lesson 4: Family dynamics
Adult children and other relatives are often involved. Learn how to involve family while keeping the client's wishes at the center. In this lesson Who makes decisions Mediating disagreements Powers of attorney basics (refer to an attorney) Put it into practice Write a family meeting agenda. Note: This course is skills training, not an approved […]
Senior Home Sales Specialist Course — Lesson 5: Selling the home
Older homes often need special attention. You learn about pricing, repairs, timing the sale with the move and coordinating with a licensed agent. In this lesson Pricing and prep for long-held homes Timing sale and move Tax and financial questions to refer out Put it into practice Draft a sale-and-move timeline. Note: This course is […]
Senior Home Sales Specialist Course — Lesson 6: Partners and protections
Clients benefit from a trusted team. This lesson covers move managers, elder-law attorneys, financial professionals and recognizing exploitation red flags. In this lesson Building a partner network Financial-exploitation red flags Where to report concerns Put it into practice List five partners you'd want on your team and why. Note: This course is skills training, not […]