Digging into the Dollars and Cents of a Life Plan Community

Name: Digging into the Dollars and Cents of a Life Plan Community
Start: 2022-01-19T13:00:00-05:00
End: 2022-01-19T15:00:00-05:00
Location: Laurel Circle

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.

Details

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

Venue

: 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.

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