Events
September 10, 2024
3:00 pm
EDT
Savvy Style: Why Moving to a CCRC Is a Wise Investment
Our guests joined us for the first event of our fall series, Chart the Course to Your Dream Retirement, designed to provide invaluable information to assist you in your continuing care retirement community (CCRC) journey.
In this online session, Certified Financial Planner Sean Dowling discussed the tax and economic benefits of CCRCs.
If you missed this event CLICK HERE to view the session.
Event Details
Sean provided the financial prudence of transitioning to a CCRC, with discussions on:
- Asset Protection Strategies: Navigate the common pitfalls in retirement planning and learn strategies to safeguard your assets.
- Integrated Housing and Care Solutions: Explore how Edgehill’s comprehensive fee structure facilitates cost predictability and management.
- Lifecare Benefits: Gain peace of mind with Lifecare, a unique offering of Type A CCRCs like Edgehill, which ensures more predictable future care costs.
- Tax-Saving Opportunities: Discover potential tax advantages, including the qualification of some of your fees as prepaid medical expenses.
About the Host
Certified Financial Planner Sean Dowling, President of the Dowling Group, boasts over two decades of expertise in wealth, tax planning and investment advisory services.