The Cost of Waiting
The Cost of Waiting
Wednesday, February 5, 2025, 2:00 pm
Join us for an informative presentation with Jim Ciprich and Melissa Weisz, wealth advisors from Corient, as they discuss key financial planning considerations for moving into a continuing care retirement community (CCRC).
Topics include:
- Selecting the right contract for your needs
- Quantifying affordability and planning for your new home
- Funding your entry fee
- Tax considerations for LifeCare contracts
Whether you’re actively planning or just beginning to explore your options, this session is designed to provide valuable insights to help you make informed decisions.
Call (201) 548-3557 or complete the form below.