Events March 29, 2023 3:00 pm EDT

Financial Style: Understanding Tax and Financial Benefits of Lifecare

This session is an education virtual session on how Lifecare at Edgehill helps you predict and manage your care. Sean Dowling, Certified Financial Planner and Enrolled Agent, will discuss the financial benefits of Lifecare and answer any tax and investment questions.

March 29, 2023 3:00 pm EDT

About this Event

Senior couple examining taxes

This virtual session will cover:

  • Advantages of Lifecare
    The various benefits of Lifecare, which provides a predictable cost for life and gives you the comfort of knowing about future care expenses.
  • Housing and Care Options
    A combined housing and care option that helps retirees predict and manage the costs of their care.
  • Protecting Against Healthcare Costs
    Ways to help prevent high healthcare costs and preserve your hard-earned assets and the tax bonus of fees that may be deducted as a prepaid medical expense
  • Avoiding Common Pitfalls
    How to avoid common tax and financial mistakes to protect you and your loved ones.

Independent Living