Retire Well Event

Retire Well Event

Wednesday, February 27, 2019, 11:30 am

Manage your finances and your well-being.

Thank you to everyone who joined us for the Retire Well event. Our attendees learned more about managing finances and their well-being. During this special event, two expert wealth advisors provided advice and facts on how to make an informed, confident choice when securing a financial future. Attendees also learned how a Life Care contract can be a wise investment, not only financially, but also for security, peace of mind, health and wellness.

Meet the speakers.

James J. Ciprich
RegentAtlantic Wealth Advisor and Certified Financial Planner™ Professional

Mr. Ciprich has been successfully advising clients on financial planning and investment management issues for more than a decade. He serves a broad range of clients, with a particular focus on wealth management for retirees and those considering retirement community options.

Melissa Weisz
RegentAtlantic Wealth Advisor and Certified Financial Planner™ Professional

Ms. Weisz has over ten years of experience in the financial industry and is responsible for managing RegentAtlantic Senior Solutions client relationships and services. She is also a member of the Certified Financial Planning Institute, Financial Planning Association, and New York Society of Securities Analysts.

If you want to learn more about how The Vista helps empowers financial decision making and well-being, call (201) 882-4190. Our residency counselors would be happy to tell you more!