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Free Financial Planning Advice for Seniors July 22

Event Date/Time

Jul 22, 2014
9:00 am until 11:00 am

Description

Free Financial Planning Advice for Seniors July 22

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

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

Additional Information
SponsorTrillium Woods
Websitehttp://www.TrilliumWoodsLCS.com

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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