Wealth Advisors, James Ciprich and Melissa Weisz from RegentAtlantic will lead you through practical ways of
evaluating the affordability of retirement, income and living expenses relative to Continuing Care Retirement Communities.
SELLING YOUR HOME, DOWNSIZING AND MOVING
Tuesday, February 8
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.
ESTATE & TAX PLANNING
Tuesday, February 22
2:00 pm
Elder Law Attorney, Douglas Fendrick shares his knowledge and expertise in estate and tax planning, including the importance of Will preparation.
