Event

Financial Style: Understanding Tax and Financial Benefits of Lifecare

If you missed this event click the button below to view the session recording.

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

About this Event

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This virtual session covered:

  • 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.

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

Independent Living