Selecting a Continuing Care Retirement Community (CCRC)


WHEN
Thursday, February 21, 2019 from 11:45 AM to 1:00 PM EST
*Lunch will be provided 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044
 
CONNECT WITH BWFA
 
 
CONNECT WITH
ELVILLE & ASSOCIATES
 
Greetings!

Baltimore-Washington Financial Advisors and Elville and Associates invite you to an interactive workshop on, “Selecting a Continuing Care Retirement Community.”
 
In this interactive workshop, Stephen R. Elville will explore the elements, mechanics, financial considerations, and nuances of today’s aging in place versus continuing care retirement community living.
TOPICS WILL INCLUDE:
  • What is aging in place in 2018?
  • What is a Continuing Care Retirement Community?
  • What are the financial costs and considerations associated with contemporary living arrangements?
  • Challenges associated with in-home care
  • Challenges associated with downsizing
  • Medicaid and skilled nursing concerns
  • Estate planning considerations
PRESENTERS:
Townsend Hornor, Jr. Managing Director, Wealth Management BWFA
Steve Elville, Esq.Principal,
Elville and Associates
We look forward to seeing you there!
Sincerely,

Robert Carpenter 
President and CEO
 
For questions or help registering please contact,
Eve Kennedy
Client Associate
BWFA
emailus@bwfa.com
410-461-3900