Venue
Jumping Brook Country Club
Jumping Brook Country Club, 210 Jumping Brook Rd, Neptune Township, NJ 07753, United States

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Event Date Tue Mar 3 EST (almost 2 years ago)
Location Jumping Brook Country Club
210 Jumping Brook Rd, Neptune Township, NJ 07753, United States
Region Americas
Details

Continuing Care Retirement Communites (CCRCs) remain a popular housing option for retirees who can afford the lifestyle. Jim and Melissa have been presenting financial planning ideas to prospective community residents for several years and will give an update on how these communities may be a good fit for certain clients.

Our agenda will include:

• Overivew of the CCRC market in the US
• How to Quantify Affordability for Clients
• Tax Planning with Medical Deductions
• Contract Selection
• Recent Updates in NJ Legislation

Speakers

2020 Speakers

James J. Ciprich, CFP®, MBA
Partner & Wealth Advisor, RegentAtlantic

Melissa Weisz, CFP®, CFA
Wealth Advisor, RegentAtlantic