Loading Events

Digging into the Dollars and Cents of a Life Plan Community

Join us as we explore key financial considerations of senior living to assure sound choices for your future lifestyle. Join us at Laurel Circle and our special guests will break down the financial value of today’s senior living options in full detail including these key topics…

  • Financial planning around your transition to a Life Plan Community
  • Quantifying affordability of a move to a Life Plan Community
  • Potential tax benefits associated with an Entrance Fee Residency Agreement
  • Updates on tax laws and estate planning for 2022

Come and hear from James Ciprich and Melissa Weisz from RegentAtlantic, a New Jersey wealth management firm focused on the integration of financial planning and investment management assisting families to achieve their personal and financial goals.


January 19, 2022
1:00 pm - 3:00 pm


Laurel Circle
100 Monroe Street
Bridgewater, 08807 United States
+ Google Map

Why not schedule a visit?

We’re not hosting an event in the near future, but don’t let that stop you. We can arrange a virtual tour or an in-person visit. To get the ball rolling, please provide your contact information below so we can schedule a time that works for you.
  • *By submitting your information, you agree to the terms and conditions of our privacy policy and consent policy and agree that we, or a partner on our behalf, may call, text, and/or email you regarding your inquiry through manual or automated means, including automated telephone dialing and messaging systems. Standard message rates apply.

  • This field is for validation purposes and should be left unchanged.