Free Financial Planning Advice for Seniors July 22


Jul 22, 2014
09:00 AM until 11:00 AM


Seniors who want an active lifestyle featuring resort-like amenities and on-site health care services and are looking to plan for the next chapter in life, are invited to attend a Trillium Woods sponsored event, “Let’s Run The Numbers” featuring certified financial planner, Brad Breeding.

Attendees can enjoy a light breakfast while learning about the benefits of moving to a Continuing Care Retirement Community (CCRC). Guests will also have the opportunity to ask questions about the advantages of choosing a Life Care CCRC for the next phase in life. Using real numbers, Breeding, president and co-founder of LifeSite Logics, a comprehensive and unbiased database of CCRCs, and regular speaker at Duke University, will give attendees the knowledge they need to make side-by-side comparisons of financial options for their future. He will help attendees clear up confusion about planning for the future and will discuss the benefit of moving to a community with a Return-of-Capital plan.

Breeding is also the author of What’s the Deal with Retirement Communities? A book written for seniors considering a retirement community; it highlights the various alternatives and options that seniors have. 


Free, please RSVP to 763-250-9469


View map Golden Valley Country Club
7001 Golden Valley Road
Golden Valley, MN

Additional Information


Trillium Woods

We make every effort to ensure the accuracy of this information. However, you should always call ahead to confirm dates, times, location, and other information.

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