UPDATED: November 2025
,
Many prospective retirees hope to own two residences during their retirement. Whether because of weather, family, or adventure, they look forward to breaking up each year by living in two or more locations. They want to be “snowbirds”. There are a number of tax and financial considerations that must be addressed in order to make this retirement arrangement work, from equity financing to establishing legal domicile, and from managing household expenses to multi-jurisdiction estate planning. This presentation examines the key financial considerations to address as part of owning multiple residences in retirement .
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Learn what drives retirees to want to live in more than one location – to “snowbird”
- Gain an understanding of the financial, legal, budgeting and tax issues that can derail a client’s plans
- Discover financial solutions that help finance and maintain the ownership of more than residence
- Better understand how to work with retired clients who spend their time in more than one location
Presenter
Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Snowbirding: Living in More Than One Location in Retirement
Please Rate This Course
After you’ve finished this learning, let us know what you think by providing a star rating. Here’s how to submit your star rating:
- Click on “Write a Review”
- Next to Rating, click on the number of stars you rate the course
- Click on “Submit a Review”