Wealth Advisors, James Ciprich and Melissa Weisz from CI RegentAtlantic will lead you through practical ways of
evaluating the affordability of retirement, income and living expenses relative to Continuing Care Retirement Communities.
ESTATE & TAX PLANNING
Tuesday, February 21
2:00 pm
Elder Law Attorney, Douglas Fendrick shares his knowledge and expertise in estate and tax planning, including the importance of Will preparation.
SELLING YOUR HOME, DOWNSIZING AND MOVING
Tuesday, February 28
2:00 pm
Cynthia Mumma, Realtor and Jared Willmann, President of Byron Home, help you to overcome the stress associated with downsizing and relocation. They’ll offer tips on planning, staging, selling, sorting and packing for your next move.
