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Retirement + Aging in Place•March 7, 2022

Aging at Home: Wealth, Well-Being, and Your Home

Lisa Carson headshot

Lisa Carson

OTD, OTR/L, CMC, Director of Care at Truehold

Over 90% of Americans want to continue living at home as they get older. Yet, all too often, financial or health challenges get in the way.

In this webinar, we'll provide you with an overview of the tools you need to unlock your equity and live easier at home.

What You'll Learn

  1. What is aging in place and how do you do it?
  2. How can you unlock your home equity without moving?
  3. What benefits does a home sell and stay transaction offer over other alternatives?

Join Truehold Founder and CEO Brian Hardecker, OT Realtor Gretchen Kingma, and Dr. Lisa Carson as they share tips for older adults to improve their wealth and well-being without moving.

Lisa Carson headshot

Lisa Carson

OTD, OTR/L, CMC, Director of Care at Truehold

Dr. Carson is the Care Director at Truehold. She brings together recent trends in aging research and direct feedback from the customers we serve to build products and services that help people live easier at home. She also leads the Truehold Care & Service team, which aims to advocate for residents and ensure that their experience living at home is safe and enjoyable. Her care management team provides residents with access to resources and  information at any time.Dr. Carson received her doctorate in occupational therapy from Washington University School of Medicine in St. Louis, MO. She is a registered and licensed Occupational Therapist, as well as a certified Care Manager. Her professional background includes evidence-based clinical practice, clinical research, education, and program development centered around healthy aging in place.

Further Reading

4 Signs of When Aging Parents Can't Live Alone
Róisín Goebelbecker headshotRóisín Goebelbecker

Retirement + Aging in Place

4 Signs of When Aging Parents Can't Live Alone

November 29, 2023

Managing the Cost of Caring for Elderly Parents
Róisín Goebelbecker headshotRóisín Goebelbecker

Retirement + Aging in Place

Managing the Cost of Caring for Elderly Parents

October 18, 2023

Elderly Parents Moving In: What to Consider
Róisín Goebelbecker headshotRóisín Goebelbecker

Retirement + Aging in Place

Elderly Parents Moving In: What to Consider

October 12, 2023

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Truehold’s blog is committed to delivering timely and pertinent insights in real estate and finance, purely for educational and informational purposes. Crafted by experts, our content is thoroughly reviewed to guarantee its accuracy and dependability. Although designed to enlighten and engage, our articles are not intended as financial advice and should not be the sole basis for financial decisions. Our stringent editorial practices ensure the integrity of our content, empowering our readers with valuable knowledge.

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General Disclosure

This website is promotional in nature and is not offered or intended as advice and should not be relied on as such. American Secure Living Inc. d/b/a Truehold ("Truehold") and SFR FinCo LLC d/b/a Truehold Financial ("Truehold Financial") are affiliated companies engaged in different businesses.

American Secure Living Inc. d/b/a Truehold

Truehold transactions are real estate sales transactions, including sell-and-stay opportunities that involve the sale of property and the subsequent leasing of that property by the seller pursuant to a lease agreement. Truehold does not typically allow sellers to re-purchase the property after the sale. Product offerings vary by state and locality. Terms and conditions apply.

Truehold's initial purchase offer is non-binding and is subject to the execution of a mutually satisfactory sale contract, contingent on a no-cost home inspection, and standard lease signing (if applicable). Offer may change based on inspection results. For sell-and-stay opportunities, post-sale, you must adhere to lease terms for the minimum term (which ranges from 6 - 24 months) to continue living in the home. This includes making timely rent payments, which may increase after the initial term. Customer testimonials are based on individual customer experience.

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Lending office: 1200 Riverplace Blvd, Suite 900 Jacksonville, FL 32207

Truehold Financial offers mortgage lending and mortgage brokering services in select states. Loans are not available in all states. Loans are subject to qualification and approval requirements. Terms and conditions apply.

Visit the Truehold Financial Licensing page or NMLS Consumer Access for more information about Truehold Financial's (NMLS #2740541) licenses.

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