Free Financial Planning Advice for Seniors July 22

Date/Time

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

Description

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. 

Cost

Free, please RSVP to 763-250-9469

Location

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

Additional Information

Sponsor

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.

Edit ModuleShow Tags
Edit ModuleShow Tags

Read More: Editor's Picks

5 Things: Master the Art of Online Dating

Tony Kramer, founder of dating app SparkStarter, shares what he's learned about finding love online

Valentine's Day Gone Awry

Romantic expectations of the holiday were deferred when Todd Smith found an unexpected item in his living room

Must-Have Local Luxuries for Valentine's Day

When shopping for your special someone, shower her with these perfumes, makeup cases, and vintage touches

Winter Wonders: Minnesota's Natural Beauty in Photos

From sun dogs to sea smoke, these photographs of Minnesota's natural winter phenomena will leave you breathless

Top Ways to Warm Up in Winter

You've seen winter's beauty and experienced its wonders—but let's face it—sometimes it's just too cold. Discover our favorite ways to escape Minnesota's frigid elements.

Restaurant Rumble: Ramen Kazama

Nicollet Avenue vs. Cathedral Hill: Jason DeRusha and Joy Summers decide which restaurant wins

Restaurant Rumble: The Commodore

Nicollet Avenue vs. Cathedral Hill: Jason and Joy decide which restaurant wins

Restaurants Revisted: Jax Café

Jason and Joy revisit the family favorite that revives memories
Edit ModuleShow Tags