Events March 26, 2024 3:00 pm EDT

Smart Style: Uncover Potential CCRC Tax Benefits

Our guests joined us online for the inaugural session of our spring event series, designed to help them strategize their senior living journey.

In this virtual presentation, Certified Financial Planner Sean Dowling provided expert insights to help them navigate tax and financial considerations of moving to a continuing care retirement community (CCRC). He will also discussed the advantages of Lifecare, only available at a Type-A CCRC like Edgehill.

If you missed this event CLICK HERE to view the session.

 
SEAN-DOWLING

About This Event

  • Safeguard your assets: Common pitfalls that could affect your retirement and how to avoid them.
  • Combined housing and care: Care is included in your Edgehill fees so you can better predict and manage costs.
  • Lifecare benefits: Get peace of mind about future expenses thanks to more predictable care costs.
  • Opportunities for tax savings: Some of your fees may qualify as prepaid medical expenses, adding up to significant tax savings.
We would be delighted to have you join us online for this event. If you can not attend but would like to learn more about Edgehill, you are always welcome to visit us in person for a tour of our campus, a meal in our dining room and an opportunity to meet our incredible residents!
Schedule a Tour