Event

Financial Style: Understanding Tax and Financial Benefits of Lifecare

Note that this event will take place on February 25th at 3pm. 

Please join us for an upcoming virtual session on "Understanding the Tax and Financial Benefits of Lifecare Communities." Learn how Lifecare at Edgehill helps you predict and manage your care. Sean Dowling, Certified Financial Planner and Enrolled Agent will discuss the potential financial benefits of Lifecare and answer your tax and investment questions.

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About this Event

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This virtual session will cover:

  • Advantages of Lifecare
    The various benefits of Lifecare, which provides a set fee for life so you do not have to worry about accessing or paying for the care you need as you age. 

  • Housing and Care Option
    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

  • Avoid Common Pitfalls
    How to avoid common tax and financial mistakes to protect you and your loved ones.

We hope you can join us at this educational event to learn more about the potential tax and financial benefits of Lifecare as you consider your future.

Independent Living