Events
January 1, 1970
EST
Postponed – Strategic Style: Retirement Tax Planning Workshop
This event is being postponed.
Join us for a luncheon where Certified Financial Planner Sean Dowling will share valuable insights into the financial advantages and potential tax benefits of choosing a continuing care retirement community (CCRC). Sean’s expert guidance will help you understand how Lifecare can offer both greater financial security and peace of mind as you plan for the years ahead.
Event Details
In this session, Sean Dowling will explore key Lifecare benefits, including:
- Potential Tax Savings: Learn how some fees may qualify as prepaid medical expenses, offering valuable tax advantages.
- Avoiding Costly Mistakes: Get tips to avoid common financial pitfalls that could impact your retirement plans.
- Planning for Future Expenses: Discover how more predictable fees can help you meet your long-term financial goals.
- Lifelong On-Site Care: Gain peace of mind knowing that Lifecare ensures access to quality on-site care whenever you need it.