As we age, the question of where and how to live our best possible life becomes more significant. Continuing Care Retirement Communities (CCRCs), like The Community at Rockhill, offer an appealing solution, providing a blend of independence, continuous care and community values. Yet, understanding the financial aspects of moving into a CCRC can be daunting. That’s why Grace Inspired Living is hosting a seminar event designed to demystify the financial planning process for CCRC living. Join us for an insightful session with financial expert Jeff Godshall of Everence Trust Company, followed by a complimentary buffet lunch.
Why This Event Matters
For many, the transition to a CCRC is not just a lifestyle change but a major financial decision. This seminar is an invaluable opportunity to gain expert insights into how a CCRC can fit into your financial plan.
Jeff Godshall, a seasoned Certified Financial Planner™ with a wealth of experience, understands the nuances of planning for retirement living. His expertise paired with his specific knowledge of insurance and annuity products makes him the ideal guide for anyone considering a CCRC. Here’s why attending this seminar could be one of the most important decisions you make this year:
Practical Strategies: Learn about practical strategies and tools to assess the affordability of CCRC living. Understanding how to integrate a CCRC into your financial plan can offer not only security but also value, beyond dollars and cents.
Customized Planning: Every prospective resident comes with a unique financial background. This seminar provides the foundation to consider personalized planning, taking into account your assets, retirement goals and the potential benefits of a CCRC.
Peace of Mind: The knowledge gained from this seminar allows you to rest assured that you are equipped to make informed decisions about your retirement living options.
Event Overview
Jeff Godshall, while leading the seminar, will focus on how to crunch the numbers and truly understand the return on investment (ROI) of choosing a CCRC. With his background in accounting and specialized training from Cannon Trust School, Jeff brings a comprehensive approach to financial planning for retirement.
Attendees will also learn about the unique advantages of living at The Community at Rockhill, showcasing how life in a CCRC can be both worthwhile and enriching. Following the presentation, guests are invited to join us for a complimentary buffet lunch offering a taste of the community spirit and quality of life at The Community at Rockhill.
Details
March 19th, 10:30 a.m.The Community at Rockhill
RSVP by Friday, March 15th online or by phone
Deciding on your retirement living options is a significant step. With the right information and resources, you can make a choice that ensures comfort, care and community. Don’t miss this chance to gain valuable insights from a financial planning expert. Reserve your spot at our seminar and take the first step towards securing a financially sound future in a CCRC. Join us at The Community at Rockhill and discover the affordability and value that awaits.
