You’re welcome to join us.
We host a variety of entertaining and educational events throughout the year, and we’d love to have you join us. Here’s what’s coming up.
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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.