Emeritus Senior Living (NYSE: ESC), a national provider of assisted
living care for seniors, today announced a partnership with the
Financial Planning Association (FPA®) that will allow its more than
26,500 residents and prospective residents to make an easy connection
with CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals within the FPA
community who are specially trained and educated in senior-related
financial planning and many go through an extensive certification
process to earn their CFP credentials. The partnership was formed in
order to give Emeritus residents, and seniors considering a move to
assisted living, qualified financial counsel and peace of mind during
this challenging economic environment.
Emeritus Senior Living’s 309 communities will individually schedule
local educational seminars based on the feedback and demand from
community residents. Each seminar will be hosted by a FPA member and
will provide objective, unbiased information, covering issues ranging
from retirement planning, budgeting and how to choose a financial
planner.
“The economic environment has created concern among Americans of all
ages, and our residents are no exception,” commented Granger Cobb,
co-chief executive officer, Emeritus Senior Living. “We formed this
partnership with the Financial Planning Association to ensure that our
residents and prospective residents can obtain reputable financial
planning advice from a trusted expert. We want our residents, and those
seniors considering joining the Emeritus family, to feel informed and
prepared for their financial future and this partnership offers them an
avenue for counsel from the top personal financial planners in the
industry.”
As part of this partnership, Emeritus Senior Living will provide its
residents with Financial Planning Perspectives articles to keep
its seniors informed on time sensitive personal finance information,
along with access to an “Ask a Planner” e-mail hotline where individuals
can ask general financial questions and receive answers from FPA’s
financial planning experts. Additionally, Emeritus has integrated the
FPA’s PlannerSearch® to provide residents and prospective residents an
easy way to connect with financial planners in their area. After an
introduction, all fees are paid by the recipient of the service.
“In these challenging times, we are seeing an increased interest from
seniors who are looking for additional advice on managing their
finances,” commented Marv Tuttle, CAE, chief executive officer,
Financial Planning Association.