Finances and Your Retirement Future

Finances and Your Retirement Future

Thursday, April 26, 2018, 9:30 am - 4:00 pm

On April 26, James J. Ciprich, RegentAtlantic Certified Financial Planner and Wealth Advisor, spoke to guests about the financial benefits of living in a community like The Vista and the added benefits of Life Care. His informative presentation provided insightful information on maintaining control of your assets. Mr. Ciprich presented two case studies of different insurance and asset situations. He also provided insight into investment options like Roth IRAs, the potential tax advantages of a CCRC, and other important things to consider when researching retirement living options. Attendees took notes, asked questions, and networked with others researching retirement options.

If you weren’t able to join us, but have questions regarding finances and your retirement future, please contact us at live@thevista.orgor (201) 848-4200.