The Ultimate Planner for Finding Your Next Home in Retirement

This course will EMPOWER you to CONFIDENTLY establish the best home for your retirement life, while avoiding the huge financial mistakes often made through lack of planning.

You’ll reach the end of the course with a clear and comprehensive, detailed plan--designed just for you--so you can move from Frustration to Freedom in your joyful retirement!  

The Ultimate Planner for Finding Your Next Home in Retirement is offered in 6 learning modules. Each module includes videos, downloadable tools, and the opportunity to apply the content immediately to your own life through thought exercises, assessments, worksheets, and checklists, plus loads of resources for conducting your own research. You will have permanent access to the course, so you can work through the videos and activities at your own pace and go back and reference them if you need to. 

Want a little personalized support on your journey?

Upgrade to the Small Group Q&A Package for 3 small-group Q&A calls with Jill!

  • $497.00

    $497.00The Ultimate Planner for Finding Your Next Home in Retirement

    The full course package - six modules jam-packed with knowledge AND tools to help you implement what you learn in your life. Plus, if you're one of the first 50 people to register, we'll send you a printed Passport To Your Joyful Retirement organizer, too!
    Buy The Course

  • $1,297.00

    $1,297.00The Ultimate Planner for Finding Your Next Home in Retirement

    Small Group Q&A Package: You get the full course package, PLUS access to a series of three small-group Q&A calls where Jill will answer your questions! You'll also get access to our private Facebook Group, where you'll be able to share ideas and get support from your fellow classmates.
    Buy The Upgrade

Meet Your Instructor

Jill Kearney

After over a decade in the Senior Move Management industry, Jill is now bringing her knowledge, expertise, and and JOYFUL attitude to YOU, wherever you are! Jill D Kearney is Founder and CEO of Senior Moves by Design, where she considers her work to be as much a ministry as a business. A vibrant and engaging speaker, she inspires and encourages seniors (and those who love them!) to take advantage of all that is possible in creating a Joyful Retirement. Jill lives in the Lehigh Valley region of PA and speaks regionally and nationally. She currently serves as an officer on the board of directors of the National Association of Senior Move Managers (NASMM).

Course curriculum

  • 1

    Getting Started

    • How to use your Portal

    • Welcome to the Course!

    • Download: Your Passport to a Joyful Retirement Organizer Cover

    • [To-Do] Download Adobe Acrobat Reader Software
  • 2

    Module 1: Preparing for Departure

    • Getting Started with Module 1

    • Preparing For Departure: Feeling "Stuck" and Finding our Purpose

    • Planning Activity: What's Keeping Me Feeling "Stuck"?

    • Journaling Activity: Finding My Purpose

    • Ebook: How to Find Your Perfect Retirement Location
  • 3

    Module 2: Traveling Light and Eliminating Excess Baggage (Your "Must-Haves" and "Don't-Wants")

    • Getting Started with Module 2

    • Your New Home "Must-Haves," "Nice-to-Haves," and "Don't-Wants"

    • Planning Activity: "Must-Haves," "Nice-to-Haves," and "Don't-Wants" Reference Checklist
  • 4

    Module 3: Navigating Uncharted Waters (Understanding the Housing Options Available Today)

    • Getting Started with Module 3

    • Choosing a Home in a Senior-Focused Community

    • Choosing a Home in the Broader Community

    • Planning Activity: Narrowing Your Housing Options

    • Bonus Resource: How to Find Housing Options in Your Target Area

    • Bonus Resource: Aging-in-Place Resources for Modifying Your Private Home
  • 5

    Module 4: Financing Your Journey

    • Getting Started with Module 4

    • Creating a Snapshot of Your Personal Finances

    • Planning Activity: Your Personal Financial Snapshot

    • Calculating Long-Term Care Costs (and Why This is SO Important)

    • Planning Activity: How to Estimate Your Long-Term Care Costs

    • Bonus Resource: Questions to Ask Your Financial Planner

    • Planning Activity: My Financial Facts
  • 6

    Module 5: Assembling Your Crew

    • Getting Started with Module 5

    • Assembling Your Crew... and Preventing Sabotage

    • Bonus Resource: The Legal Docs You Need to Bring On This Journey

    • Bonus Resource: How to Find Geriatric Care Managers Near You

    • Bonus Resource: Expert Resources
  • 7

    Module 6: Setting Sail

    • Getting Started with Module 6

    • Setting Sail: It's Time to Put Your Plan into Action!

    • Planning Activity - Real Homes: Collecting Facts

    • Additional Organizational Tools

    • Making the Big Decision

    • Decision Tool - Real Homes: Comparing One to Another

    • End-of-Course Survey

Too many people are missing out on a really great retirement because they never made a plan.

This nationally-recognized Senior Living Expert will share behind-the-scenes secrets to designing and locating your ideal retirement home and lifestyle

Staying put isn’t the only option you have in your retirement, and designing a happier life doesn’t mean wiping out your savings! Using the Ultimate Guide to Finding Your Next Home in Retirement can help you AVOID making a $50K -$100K+ mistake by following my straightforward process. All it takes is some careful assessment, creative thinking, and the confidence to go boldly after what makes your heart happy! It also means the ability to clearly say “no” when faced with an offer that doesn’t fit your financial profile and the flexibility that you desire to have in your new lifestyle.


Never had time to plan for your retirement? That’s okay! This course is comprehensive and will show you how to overcome the emotional, mental, physical, and financial challenges keeping you “stuck” so that you can enjoy your life more fully. When you complete this course, you won’t just have a PLAN; you’ll have the powerful tools you need to put that plan into action.

FAQ

  • What if I already know where I want to live, is this course right for me?

    This course goes DEEP in discovering what you truly need and want out of a home, plus it guides you through the process of making that dream a reality. If you’ve already picked out your dream retirement home, the financial and implementation tools in this course can prove extremely valuable in confirming your decision and troubleshooting any issues you may run into. Plus, you’ll make sure that dream home you’ve picked out is indeed the right place for your lifestyle and finances so you don’t end up in the wrong place or spending more than you can afford.

  • How much time will I need to set aside to go through the course?

    The course is designed so that each Module should take you about 1-2 hours to listen to and to complete the exercises, but most people will spend more time on self-reflection and personalized research. We recommend tackling one module per week (though you can work slower than that if you need to!)

  • What if I don’t want to make this kind of investment in a course?

    I hear over and over again from financial planners that their clients aren’t sticking to the plan when it comes to shopping for a retirement home… and it ends up costing them in the neighborhood of $50k-$100!! (Yikes!!) This course will help you develop and strengthen your individual requirements (physical, emotional, and financial!) so you can make confident decisions, select the right home for your lifestyle AND finances, and avoid those costly mistakes. So really, this little investment could save you $50k-$100k!

  • What if I can’t make the Small Group Q&A calls?

    Not a worry - every Q&A call will be recorded and loaded into your portal for you to watch at a later date. We aim to have the recordings available about 24 hours after the call takes place.

What are you waiting for?

Register for the course today and start moving from frustration to freedom!

Buy the Course