Topic: The Art and Science of Place Planning
Speaker: Ryan Frederick, Founder & CEO of Here
Description: As lifespans continue to increase, financial planning needs to adapt to ensure long-term security while also fostering a fulfilling and healthy lifestyle. The concept of Place Planning addresses these challenges and opportunities in several key ways, emphasizing the importance of where people live—not just in terms of housing or location, but also in terms of the social, physical, and economic environment that supports their long-term well-being. By carefully considering where and how people live, financial planners can offer strategies that ensure clients not only have the financial resources to thrive over a longer life but also live in environments that promote health, connection, and purpose.
Learning Objectives: A fundamental understanding of the importance of place in providing sound financial advice, an awareness of specific approaches to engage clients in Place Planning conversations and an overview of tools to help clients in Place Planning.
About the Speaker: Ryan focuses on the intersection of place and healthy longevity. He is the Founder & CEO of Here, the home of Place Planning, a holistic, research-based approach to help people find the right place for every stage of life.
Ryan is the author of the bestselling book Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life (Johns Hopkins Press), and his work has been featured in CBS News, Forbes, Kiplinger, and other national outlets.
Ryan serves on the Advisory Council of the Stanford Center on Longevity.
Ryan graduated from Princeton University and Stanford Business School. He and his family live in Austin, Texas.
Questions: Contact Sarah at admin@austinfpa.org.