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.
Meet the Presenters
Selling Your Home, Downsizing and Moving
Tuesday, February 2
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.
Meet the Presenters
Estate & Tax Planning
Tuesday, February 9
2:00 pm
Elder Law Attorney, Douglas Fendrick shares his knowledge and expertise in estate and tax planning, including the importance of Will preparation.
Meet the Presenter
Choices in Senior Living Arrangements
Tuesday, February 16
2:00 pm
Annie Maier from Medford Leas will guide you through the different options for Senior Living, including Continuing Care Retirement Communities, with discussions about Independent Living, 55+ active adult communities, continuing long term-care, assisted and skilled nursing options.
Guided by Quaker values, Medford Leas is an accredited Continuing Care Retirement Community that provides residents with a friendly, welcoming and fulfilling lifestyle. In addition to all of the modern amenities and activities you’ve come to expect in a retirement community, Medford Leas is also nestled within the serenity and tranquility of the beautiful 250+ acre Barton Arboretum and Nature Preserve, which offers a unique and ideal living experience.
