"Truth in Costs of Retirement Facilities and How to Plan for it." Hors D'oeuvres Social
Date: Thursday, September 24, 2015
Time: 4:00pm - 6:00pm
Location: Lancaster Country Club
Speaker: Panel Discussion
Thursday, September 24, 2015 ~ 4:00p.m. – 5:30 p.m.
4:00-4:45 ~ Heavy Hors D’oeuvres & Cocktail Hour
4:45-5:30~Speaker
Lancaster Country Club, 1466 New Holland Pike, Lancaster, PA
Join us for a Panel Discussion, networking, appetizers and Cash Bar at 4:00.
"Truth in Costs of Retirement Facilities and How to Plan for it."
- What do my clients need to know heading into a retirement facility?
- Pitfalls I can help clients avoid when entering a retirement facility.
- See the forest and the trees of the financial commitments your clients are making.
- What type of paperwork and documentation will my clients be expected to turn over to the retirement community?
- Is Long Term Care insurance a good investment for my client who is heading into a retirement community?
Program Moderated by: Vance E. Antonacci, Esquire
Chair, Estate Planning Group
McNees Wallace & Nurick LLC
With Special Guest Panelists:
Scott Summy
Corporate Director of New Business Development
Willow Valley Living
Christina Gallagher
Marketing Director
St. Anne's Retirement Community
Steven F Bell, CFP, ChFC
Personal Wealth Advisory, LLC
Steven J Reiter, President and CEO
New Dawn Christian Community Services
Related Document(s):
