Monday, October 28, 2024

4:30-5:30 p.m

F. Serving the Middle Market: How to Expand Your Mission

Most older adults are “stuck in the middle.” They have too many assets to qualify for affordable housing but insufficient resources to be eligible for a traditional life plan community. Senior living providers can correct this disparity. During this session, experts in the senior living, financial, and development fields will share a variety of best practices for creating a financially viable life plan community that serves the needs of middle-income older adults. You’ll learn about creative financing solutions you can use to grow your portfolio and best practices for planning, constructing, and operating middle-market communities. Discover how to serve a more comprehensive economic range of consumers while maintaining the quality for which you are known.

  • Megan Bradford, VP, Middle Market & Ministry, Episcopal Retirement Services
  • Laura Lamb, President & CEO, Episcopal Retirement Services
  • Lynn Daly, Executive Vice President, HJ Sims