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Financial Seminar- The Affordability of Retirement

January 21 @ 11:00 am - 12:30 pm

Dollars & Sense – Financial SeminarJanuary 21st at 11:00 a.m. (Lunch will be served)Presenters Jim Ciprich and Melissa Weisz of RegentAtlantic will lead you through a thoughtful, practical way to evaluate the choices you will have living at Medford Leas. They will explain how to evaluate the affordability of retirement. You will receive step-by-step suggestions about how to evaluate your financial choices, your income and your current living expenses. You may find that the Medford Leas’ lifestyle is surprisingly affordable.Space is limited—register early:  Call 609-654-3527 Today!Our Guest Speakers:  Jim Ciprich, CFP, MBA, advises clients on financial planning and investment management issues with a particular focus on wealth management for retirees. He is regularly asked to speak at retirement communities and client events, and is frequently quoted in the media. He joined RegentAtlantic in 2007 and has served as Chair of the Financial Planning Committee and the Risk Management Subcommittee. Jim currently serves as the Treasurer/Secretary for the Estate and Financial Planning Council of Central New Jersey.Melissa Weisz, CFP, CFA, holds the CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst® designations, with over ten years of experience in the financial industry. She is responsible for managing client relationships and coordinating all aspects of client service for the team. Melissa serves on the Firm’s Investment Committee.MORE INFORMATION:  Contact the Medford Leas Marketing Office for details:  609-654-3527 or 609-654-3420

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Details

Date:
January 21
Time:
11:00 am - 12:30 pm
Event Category:
Event Tags:
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Website:
https://medfordleas.org

Venue

Medford Campus- Holly Room
1 Medford Leas Way
Medford,NJ08055United States
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Phone:
(800) 331-4302
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