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AICPA Personal Financial Planning (PFP)

Jun 4, 2021

Where we call home became even more important over the last year. In this episode of the PFP Section podcast, Brad Breeding, continuing care retirement community (CCRC) and lifecare community expert, answers the following questions:

  1. Has anything changed in retirement community living with the events of the past year?
  2. What should clients be thinking about to make the best decisions for their living situation in retirement?
  3. Can you highlight some of the overlooked areas that financial planners need to be mindful of?
  4. Are there resources that you can suggest to help our members help their clients?
  5. What’s your best piece of advice for listeners to take away from this podcast?

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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