Planning with Purpose: Understanding Financial Considerations for Retirement Community Living

Friday, August 28 at 10:00 a.m.

If you’re considering a move to a retirement community, having a clear understanding of the financial aspects can make all the difference. Join us for Planning with a Purpose, an informative seminar presented by the Vice President of Finance and Chief Financial Officer of Landis Communities. This session will walk you through the key elements of the Residency Agreement and address the most frequently asked questions related to financial planning for retirement community living.

You’ll learn how all of your assets (CDs, Mutual Funds, 401’s, Roth IRA’s, Annuities, Real Estate) are used to define your Entrance Fee Approval amount and ability to pay for future care. We’ll also discuss common concerns such as how much you can continue to give to charities and family members, whether it’s feasible to buy a new car, and what happens if your financial situation changes or if you run out of funds. Additional topics include what to do if long-term care insurance premiums rise beyond your ability to pay, how Medicaid might apply, and how the Caring Fund can provide support when needed.

This is a valuable opportunity to get clear, straightforward answers from a financial expert who understands both the challenges and the options available. Come with your questions and leave with confidence in your financial path forward.

Registration for this seminar is now closed due to having reached maximum capacity. If you would like us to contact you to be added to a cancellation list, please email us at residencyplanning@landis.org.